Stop deleting OFIs when a Purchaser is added!
As a Sales Admin in Victoria (where Under Offer properties may be Opened for Inspection) I would like to have the option to not delete future inspections automatically when a Purchaser is added to the Listing as our agents often keep showing the property until the sale is unconditional so that I don't have to recreate all the inspections which wastes time and risks error.
Perhaps a popup which asks if future opens should be deleted once the purchaser is added?
And maybe the option to enable/disable the popup based on the office's preferences/local rules.
Raised on behalf of the Jellis Craig B+D Champs.
Kylie Neal
shared this idea
Hi Supporters
Keep or remove a listing's inspections when adding purchasers. When adding a purchaser to a Current or Not Settled listing with scheduled inspections, a new modal allows users to either remove or keep future inspections before proceeding to add purchasers. This update streamlines the user journey and ensures clients can keep hosting inspections while waiting for an under-offer listing to reach its actual unconditional date.
https://boxdice.zendesk.com/hc/en-us/articles/12021463762831-8-4-Release-Notes
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Emma J - Kay & Burton
commented
We'd like to see this one get actioned as a priority. There seems to be a few votes on this :) Thanks
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Jessica - Buxton
commented
Hi B&D,
Can we please get this one actioned, been a while. :) -
.Maree Cecchin
commented
When our admin team mark a property sold, the OFI's automatically fall off all portals BUT the property may still be conditional.
Can this not be triggered only when a property is marked as unconditional?
This happens quite often and has become a real problem
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Agent Services - Boroondara commented
Is there anyway to create an option to either keep or remove OFI's against a listing when the property is marked as sold in B&D? Rather than have the Inspections removed automatically? This has more to do with if there is a cooling off period and the property is still conditional and the agent may still be conducting inspections at the property until the property is unconditional and is wanting the OFI times to remain online.