391 results found
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Pre-fill matching criteria in agent app
We are really interested in getting the pre-filled matching criteria functionality that exists on to the desktop in to the agent app.
Currently an agent can add buying criteria when they are at an open, but they don't have the ability to pre-fill based on the listing the buyer is attending.
We are trying to encourage our agents to update criteria's for all buyers but one of the pain points is how much time it takes and adding this button could help us get them to actually do it.3 votesHi Supporters,
We are pleased to advise that we have started development on this feature. Thank you for your help in making this happen! Look out for it in a future release.
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Automations - Auto Alerts new merge fields
Can you please assist us to add the following fields under “Automations” “Auto Alerts” – trigger – “Listings” “New Listings Added”
Listing Type (Sale method)
Auction Date & Time
Number of Days on AuthorityTrigger - Sales - Condition Date Reached
Merge Fields - Condition Date Due & Purchaser
This will be very valuable to us in our planning
3 votesHi Claire
Thank you for your Suggestion!
Your Suggestion will now be shared with the MRI Software Community for votes and comments.
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Send SMS from personal SIM
I've previously used MRI Vault before and it had the capability to input a client's first name (with a entry field "$$firstname$$") in a message. This would go from the MRI vault app, to my phones messaging app, so that I could send the personalised SMS directly from my phone.
This was extremely useful for a number of reasons:
1) when I received a reply message I could see what message I sent them and who they are, and what they are replying to.
2) I could use my own phone which has unlimited SMS and send longer messages.
3)…
3 votesHi Supporters
We are pleased to advise that we have started development on this feature. Thank you for your help in making this happen! Look out for it in a future release.
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Ability to save CMA reports in the files as "CMA" rather than "other"
As we can do with SOI's, listing authorities and contracts, it would be handy to have a "CMA" option rather than dropping the report in as "other"
3 votesHi Supporters
Thank you for your Suggestion!
Your Suggestion will now be shared with the MRI Software Community for votes and comments.
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Update Staff Sharing Permissions to include Task Templates and Saved Filters
When users are added to a 'team', it allows them to manage various things for each other. (sms, email, existing tasks, categories)
It, however, does not allow for a user to see another user's lists (task templates, contact/property saved filters)
This will need to be manually created if you'd like to see them on your own end.We would like saved filters and task templates added to Staff Sharing permissions
3 votesHi Supporters
Thank you for your Suggestion!
Your Suggestion will now be shared with the MRI Software Community for votes and comments.
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Customise Consultant Dashboard
We would love to be able to customise the data displaying on the consultant dashboards. For example - the contacts section we would prefer to display the consultant's "My Contacts".
3 votesHi Emma,
Thank you for your Suggestion!
Your Suggestion will now be shared with the MRI Software Community for votes and comments.
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Mandatory Appraisal Data
We would like to option (say in Access Settings) to set (or not set) specific Appraisal data fields as mandatory. This will assist with reporting and forecasting.
3 votesHi Supporters,
The Product Team are reviewing your suggestion
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Bulk Add & Remove Categories
Currently, the bulk add/remove categories from the contact screen overrides the Contact Categories - Add/Remove categories for other consultants with staff sharing permission ACL and allows access to action both adding and removing.
We would like to see the "Add" and "Remove" actions separated so we can allow agents to add but restrict the remove ability.
We would also like to ensure the remove is governed by the sharing so an admin cannot remove categories in bulk from team members they do not have permission to do so for.
3 votes -
Allow category automation based on activity
Allow the automation of category tags based on activities to reduce manual handling and improve data quality.
Examples include:- When a contact gets an appraisal allow me to automate the addition of "potential vendor" tag
- When a contact lists a home allow me to automate the removal of "potential vendor" and change to "current vendor"
- When a home is sold allow automation to change tag to "past vendor"
So much admin and data quality issues could be resolved with automating tags. We have contact automations available already, adding the different triggers and recipients would be great.
3 votesHi Supporters
Thank you for your Suggestion!
Your Suggestion will now be shared with the MRI Software Community for votes and comments.
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Add property information to buyer reports
Buyer reports - please adjust these reports to show us whether we have an property address for these OFI buyers it’s literally the most important thing to be able to see and know eg where they’re moving from and whether they have a house to sell or not…crazy we can’t print a report with that on there.
3 votes -
Online Vendor Reports - self serve dashboard
To be able to view live data fed from the CRM to a dynamic Vendor Report, instead of the static Vendor PDF generated at present.
3 votesHi
Thank you for your Suggestion!
Your Suggestion will now be shared with the MRI Software Community for votes and comments.
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Attaching files or document in the Rental Appraisal
This feature is available in a sales appraisal. But not in a rental appraisal. Sometimes it can be a year or two between appraisal and listing and it would be good not to have to go back though emails to find what was pitched.
3 votesHi
Thank you for your Suggestion!
Your Suggestion will now be shared with the MRI Software Community for votes and comments.
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Sold by Other - streamlining
As an administrator, when I mark a property as sold by other I would like the option to remove the property as the residential and postal address of the Owner so that I don't need to do this manually, and risk forgetting.
It's an edge case that the prior owner would stay living there, so I'd suggest a check box which defaults to checked "Remove as Residential/Postal Address".
Thanks
Kylie
3 votesHi Kylie
Thank you for your Suggestion!
Your Suggestion will now be shared with the MRI Software Community for votes and comments.
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A basic 'property search' in the Box & Dice mobile app . Not all contacts have had communication. Perfect for agents looking at farming
A basic 'property search' in the Box & Dice mobile app . Not all contacts have had communication. Currently can only search 'Appraised, Listed, Sold. By having a basic property search this would be ideal for agents looking at farming. ie: Door knocking. As an agent walks to a door, to know the owners name is 'warmer' than not using a name. A basic in courtesy - using someones name. After all, isn't this a basic search - a property address?
3 votesHi Cam
Thank you for your Suggestion!
Your Suggestion will now be shared with the MRI Software Community for votes and comments.
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Link/Unlink receipts with Invoices
I would like a simple button to be able to link a payment that has come into the trust for advertising with an advertising invoice. I should be able to open a receipt and have a link to the inv option.
3 votes -
Reporting on Pending Transactions
As a client
I would like to be able to
Export the Pending Transactions to CSVCurrently unable to export to CSV but can export Ledgers, Transfers, Receipts and Payments in the Trust section of Accounting
Reason:
For review by the Directors and our Finance Director
Copying and pasting to Excel is not clean3 votes -
Improve Attachment Name of Advertising Invoices when emailing from B+D
As a send of Advertising Invoices to Vendors via email from B+D I want the attachment name to be meaningful to the recipient so that they are not confused and the communication is more user-friendly.
At the moment, the attachment is named after the template selected, which also means that every attachment to every client from the same template will bear the same name.
If I am sending two different emails to a client with two different invoices attached those attachments are indistinguishable by name and the client has no need to know that I chose the 'without payment options'…
3 votes -
Automated SMS at checkin
One of the agents within our office has asked, if the same buyer attends multiple inspections at the one property is there a way to only send the automated SMS at the time they attend the first inspection only and have the SMS turned off if they attend multiple inspections after the first one at the same property?
3 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 -
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
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