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387 results found

  1. Vendor & Buyer Portal

    We would love to have Vendor and Buyer Portals that allow clients to access relevant information throughout the sales process.

    Potential features could include:

    • Access to campaign updates and vendor reports
    • Inspection and enquiry feedback
    • Open for inspection attendance statistics
    • Viewing scheduled appointments
    • Document sharing and signing
    • Property updates and communication history
    • Buyer access to contracts, property documents and transaction updates
    • Automated notifications when new information is available
    • Integration with Realestate.com.au to display campaign performance metrics such as views, saves and enquiries, giving vendors a single place to monitor their property's performance
    1 vote

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    0 comments  ·  Properties, Appraisals & Listings  ·  Admin →
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  2. New Type

    Now that there is a mandatory AML/CTF check Australiawide and in QLD a mandatory Form 2 Seller Disclousure for all sales, it would be ideal if there was a Type "mandatory fees" or similar so that our clients dont want to "remove" those costs from their marketing schedules

    1 vote

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    0 comments  ·  Accounting  ·  Admin →
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  3. Default sort order of uploaded listing files

    Since the update to B+D I have noticed the Approved Files in the Listing page is no longer in Date Added order. Is there any way I can default this back to dated added, so I don't have to keep clicking on the ⬆️Date Added heading?
    I would like to be able to set a default to have files saved in 'Approved Files' be sorted in Date Order not by File Type.

    1 vote

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    0 comments  ·  Properties, Appraisals & Listings  ·  Admin →
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  4. Auto Alerts

    We would like to be able to select the listing status in Auto Alerts filters so they only alert when relevant to the status selected

    1 vote

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  5. Contact Screen - Select Page

    It would be great to have the ability to Select Page on the Contacts screen, in addition to the Select All function.

    This will make it easier to spilt a My Contact database across multiple agents when someone leaves the company.
    For example: Being able to Select Page of 100 contacts, instead of selecting the bulk 4,000 contacts.

    Thanks!

    1 vote

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    0 comments  ·  Contacts, Prospecting & Leads  ·  Admin →
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  6. Hide Buyer contact details from Lead Capture by default

    At present, when a lead is captured from a portal, buyer details are automatically added to the note generated against that buyer. That note is visible by default, which means the information then flows through to vendor reports.

    To prevent this, agents currently have to hide each Lead Capture buyer note individually.

    A simple solution would be to either remove the contact details from the lead capture note altogether, or have the note generated as hidden by default.

    1 vote

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    1 comment  ·  Contacts, Prospecting & Leads  ·  Admin →
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  7. Past Inspections Report

    We should be able to report on all sales activities at any given time.

    Currently the CRM cannot pull a report on past inspections.
    You can view them on the Inspections View tab but you cannot export to CSV.

    Adding an export to csv function on this view would be beneficial or adding a column for Past Inspections in the Sales Listing View that you can filter on.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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  8. Email open status display on agent app

    As someone who spends most of my day working from my phone, I would like to be able to see whether buyers have opened the emails I send to them (for example contracts) in the agent app, to know who is engaged and should be followed up. Currently I need to log into the web application to see this.

    1 vote

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    Ready for Votes  ·  0 comments  ·  Agent App  ·  Admin →
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  9. Contact boards - Deleting

    It would be great if there was an ACL to restrict users from deleting boards created by other users. Similarly to saved filters shared in office groups, if one user creates a board for the group - only they can delete it not others.

    1 vote

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    Ready for Votes  ·  0 comments  ·  Contacts, Prospecting & Leads  ·  Admin →
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  10. Opens appear in calendar once uploaded to portals

    If an agent forgets to hit upload to portals for an OFI they do still appear in the calendar, therefore thinking they have loaded them online.

    Can we please request that opens only appear in your calendar if they have been actually uploaded.

    1 vote

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    0 comments  ·  Inspections, Tasks & Appointments  ·  Admin →
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  11. Email Address field on the Mobile App

    For the mobile app, please move the email address to the top, secondary to the mobile field, replacing the phone after BH and secondary mobile as they are not necessary anymore.

    1 vote

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  12. add an extra option to close likelihood called “desktop appraisal”

    1 vote

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    0 comments  ·  Contacts, Prospecting & Leads  ·  Admin →
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  13. Reasons To Call | New Parameter to be 250m

    Reasons To Call | New Parameter to start from 250m, currently cannot be less than 1km

    1 vote

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  14. Left Voice Mail/ Contacted Filter or Column in Buyer Leads

    We would love to have a feature that shows notes for Left Voice Mail/ Contacted Filter or Column in Buyer Leads as an efficient way to keep track of who has or has not been contacted after OFIs.

    1 vote

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  15. Adding a "lot" field to addresses for land listings

    At the moment I have to add the Lot number into the number field. Ie, Lot 23/4 Test Street, Ballarat.

    1 vote

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  16. Having the ability to move around the pop up screen

    Having the ability to move around the pop up screen to see information underneath when sending emails or SMS, as it covers the information underneath.

    1 vote

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  17. Copy Listing Photos to Property

    I would like an easy or automated way to save listing photos against the property for future reference.

    1 vote

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  18. Task letters download as word option

    We have always been able to download our Anniversary Letters to word but that feature has been discontinued. Many times the address (or names) needs to be amended which is not possible with PDF.

    1 vote

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  19. office quick filter on listings screen

    Have a Quick filter on the listing screens that you can filter by Office so when a sales admin role is looking after their own office they dont need to see any other listings

    1 vote

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  20. Sold By Other - Agent List

    In the Sold By Other modal, you can select an existing agent from the list or crate a new. This has resulted in a huge list of agents and agencies which isn't manageable.

    We need a way to tidy up this list (merging all duplicate agents) and control the creation of new agents/agencies being added to the list.

    Thanks.

    1 vote

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