64 results found
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Alert me when My Contact purchases a property
Currently, we can alert an agent when one of their My Contact’s inspects a property listed by another agent/office within our network however there isn't an available alert to notify consultants when their My Contact is added as a purchaser for a sale. While triggers exist for “Purchaser Added,” they don’t extend to notifying the My Contact Consultant.
This capability would be incredibly helpful for our team, ensuring that consultants are kept informed whenever their My Contact completes a purchase, even if the transaction occurs through a different office. It would also support better follow-up and relationship management.
3 votes -
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 voteHi Supporters
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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 voteHi Supporters
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Alert trigger based on "Campaign Start Date"
I would like to be able to configure alerts based on the campaign start date / when a listing goes online; for example:
notify a staff member when a listing goes online and include certain information such as the vendor details.
notify a staff member to call a vendor when their listing has been on the market for more than X days.
2 votes -
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
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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 voteHi Supporters
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Copy Listing Photos to Property
I would like an easy or automated way to save listing photos against the property for future reference.
1 voteHi Supporters
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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 voteHi Rhys
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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 voteHi Jessica
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Option to upload files/documents IN BULK to multiple Box & Dice Listing/Property Files
Like most businesses, we have a number of forms – Privacy statements, fillable offer forms, trust account detail forms etc that need to be in each file section of our listing for administration purposes and also available to the sales agents (through the agents app).
These are generic forms which need updating from time to time and also need to be added to or changed regularly.
Wouldn't it be great to be able to add these files to all current listings in a bulk upload?
It's currently extremely time consuming to search and open each individual listing file and drag…
5 votes -
BCC the second agent when sending listing-related emails
I’d love if you could consider adding a ‘Bcc the second agent’ on the send email section.
We constantly have duplication of messages in our agency and this would be helpful in reducing this if they could be bcc’d.
2 votesHi Narenna
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Advertising Copy
We need to add HTML tags to the Adverting Copy section. Labelling tags in the description boosts SEO and thus creates snowball effect for the fed-thru website and listing in the entirety.
1 vote -
Full Name Details on Vendor Reports
We would love to had an option to display full name details of buyer leads on the vendor reports.
1 vote -
Add a warning to the listing when the Sold button is clicked
As an admin user
I would like a warning to pop up when I click the Sold button on a listing
due to when accidentally selling, it breaks links to online ads.4 votesHi Supporters
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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
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File Reference to be a searchable field where only the File Reference searched shows on screen.
File Reference to be a searchable field where only the File Reference searched shows on screen.
At this point in time you can search for a File Reference by using Ctrl+F, but a whole list of properties appear, which then means needing to scroll through the list to find the File Reference required highlighted. Imagine, after years of using Box & Dice how many properties you will need to scroll through to find the highlighted File Reference that you could be searching for. This obviously, is not ideal!
Business Case - all of our keys are coded according to what…
1 voteHi Gail
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Prospecting - Add Consultant so can filter
I just recently learnt how to use the Prospecting funtion to map out and add properties in a certain area. However, even if you add your own name as the consultant, the search filters do not work. I explained to the Help Desk I literally just wanted to say add 20 properties, put my name against the propereties and filter by suburb | name. The issue is that unless the property is listed as Appraisal | For Sale etc - it brings up every property in that suburb and every consultant. I don't want to turn them into appraisals as…
1 vote -
Rotate main image shown on portals
Create a new feature to enable or disable depending on agent preference.
Business Case:
Rotating the main image on the portal through a few (best) images gains significantly more traffic to the details page of a listing.Details:
B&D would rotate the order of the first (X) photos for a property every (Y) days so that the photo displayed in portal search results (i.e. the first photo) would change. Rather than relying on picking the best photo, the agent would pick perhaps 5 good photos to be rotated through.
It will also create an auto-push to all portals on the…1 vote -
Automatic emails to vendors, buyers and their solicitors with e-contracts.
Once a sales file is marked sold on the system and all the sale details are logged, trigger mail merge emails with a copy of the contract and all relevant sale, deposit, settlement and buyer details that are sent to everyone
2 votes -
As a user of the Enterprise Importer, I would like my incoming listing to be matched by uniqueID as a priority over property address
When a listing is uploaded to Box+Dice, the current Enterprise Importer logic is as follows:
Find a Property from a XML file by its address (doesn't support lot numbers).
Update the Property information (if something changed, e.g. beds/baths, house/land sizes, etc).
Find a Sales Listing by uniqueID. If not found - try to find it by the Property address (like in step 1).
Update the Sales Listing information (e.g. prices, office, external reference ID, etc).
This can (and has) caused issues in a multi-office/office group system environment.
For example if the Listing was found by address, it may already contain…2 votes
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