381 results found
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Advanced Vendor Report
I would like an option to change the sort order of buyers on the advanced vendor report, to sort by date added instead of interest level
2 votes -
Vendor Reports saved to listing documents
Please add a feature where all Vendor Reports are automatically saved into the documents section of Box and Dice.
2 votes -
Add more filters to Buyer Leads
At the moment there is only the ability to filter Buyer Leads by contract requested and offer made as per below.
It would be good to be able to add additional filters like:
Requested or Sent Building and Pest Inspection Report
Requested or Sent Due Diligence Information
Registered for Auction
Requested or Sent EOI/Tender Offer Form
5 votes -
Editing Solicitor/Conveyancer Information
As an Admin user
I would like to be able to allow Staff (Open) and Staff (Office) to edit the Solicitor/Conveyancer Information without being able to edit any other information in the listing
Business Case:
Only Admins should be allowed to edit Listing Information, to ensure the Listing Information posted online is compliant.
1 vote -
Auto Alert for Inspection Added to Listing
As an Admin user
I would like to be able to have an Auto Alert for inspections added to the listing
Business Case:
Staff users currently add the inspection to the listing but do not have the ability to portal load the listing. Once they have loaded the inspections to the listings they need to send that information manually to an Admin for the Admin to load the listing to the portals.
Having an Auto Alert that does this automatically would be beneficial to the staff users and Admins, as they would be alerted as soon as it happens
2 votes -
Mark a contact as Do Not Contact
As an agent I would like the option to be able to mark a contact as Do Not Contact, where we can retain all the information but they will be exempt from Email and SMS transactions both business and marketing.
This would be similar to marking the contact as deceased. If the same email and mobile are used in another contact and they match as a duplicate the same "Do Not Contact" tag should apply to them.
3 votes -
Pest and building
oz-combined-realty.boxdice.com.au
James Holt
As a client
given the very popular and regular practice of agents providing Links to Pest and building Reports in much the same way as we do contracts of sale I suggest it is time Box N Dice added this option and functionality on the system.
So we can simply click a “SEND P and B” button and it will send the link and record that they have been sent a Pest and Building. In this way you can also search buyers who have Purchased a Pest and building report.
2 votes -
Including 'Property Areas' filter into the ‘Matching Contacts’ modal
The ‘Matching Criteria’ modal and filtering currently does not include the ability to filter results by Property Area.
Having the additional option to exclude or include contacts based off a 'property area' filter in the ‘Matching Criteria’ seems like a worthwhile enhancement.
To be able to correctly use this feature when Property Area(s) have been added with buyer matching criteria, there could be an additional option added to enable filtering by ‘Property Areas’ (to function the same way as the ‘Suburb’ option).
2 votes -
Realestate.co.nz - Setting up new API functionality for existing portal feed
realestate.co.nz has recently launched the ability for agents to claim their sold listings on the website, and while they can do this manually at present, this sold data can now be sent to them directly via the API.
The new listing status transition endpoint allows to update the listing status while providing additional information to claim the sale for the agent.
Where would this data appear?
The sold listing data will appear on the property valuation pages. They currently display CV data, sales history, and the estimated market value on this page.
Once the sold data comes through from the…1 vote -
The lock tab should only lock the Commission Splits Tab
We have people who require access to the Sales Details screen, which also gives them access to the commissions screen. Ideally they don't want other to see everyone's Commissions, that screen should just be for Managers and Admins
Is it possible to separate out the Commissions Tab so this can be locked and only viewable to people with access to Commission information
3 votes -
Icon to allow viewing of password on login page
Now that password security has been updated to require a minimum of 12 characters, it would be very helpful to have an icon available on the login screen to click so you can see what you are typing, the same way that the mobile app has.
1 vote -
Search for Rental matching price criteria in the Contacts screen
When searching for Matching Criteria for a Rental Contact, the columns available have Price From and Price To.
When wanting to know a contacts Rental price to and from it would be benefical if we can see this in this screen
Solution:
Rename this to Sale Price From & Sale Price To and add two more columns for Rental Price From & Rental Price To?1 vote -
Unprocessed Lead Captures - filter by Office
When you go to More - Lead Capture, you see "There are X Lead Capture enquiries that need attention"
Some clients have multiple offices,
As an agent, it would be beneficial to only see the Leads that are linked to properties in my own office
1 vote -
SMS Vendor Summary via App
Can we please have the ability to send a short summary report via text to a Vendor after an open home?
This is similar to the email version which is currently available via the app but just in SMS format.
3 votes -
Mark a buyer as Owner Occupier
Ability to mark a buyer as an Owner Occupier or Investor by ticking boxes when adding their name and contact details rather than scrolling the client category list, a buyer will immediately fall into one of these two categories so would make an agent's life easier at an open.
1 vote -
Would like the ability to add or change recipients on vendor report from App
When creating an email report to send to the vendor, you cannot add any other recipients besides the preset vendor(s). Agents want to do this to keep each other updated when working in a team. This can be done when sending any other email from the App. (and add in any other reasons or arguments, etc)
2 votes -
Individual agent SMS account
As an agent, I would like to have my own individual SMS account independent of the office account.
Some offices restrict or don't allow an SMS account for various reasons, however individual agents still want to use this facility. Being able to have an SMS account for an individual consultant would give them the tool they want, which they can be solely responsible for paying for, while still respecting the restrictions put in place by the office admin.
1 vote -
Special Conditions Satisfied date
When any special conditions are added to a sale, they have a Due Date field. It would be great to also have a Satisfied Date field, to record when this condition was actually satisfied in the case it was not by the due date.
4 votes -
Automatic selection of second contact relationship
It would be handy if once you added a relationship type to one person, that the other person's relationship be automatically prefilled based on what has been selected. (With the ability to manually override)
For example 'Husband' > prefill 'Wife'; 'Partner' > prefill 'Partner'
1 vote -
ABA payment reference field
At present the payment reference generated when using ABA files uses the Solicitor Reference field for the details.
Whilst this works well for payments to Solicitors, it results in the same reference number being used for payments to other parties (including the agency) which can be confusing to the recipient as the Solicitor's reference number is often a not easily identifiable set of numbers and/or letters.
It also means the user has to go back to the Listing Information screen to keep changing the Solicitor Reference every time an ABA file is generated for the property if they want the…
2 votes
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