51 results found
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Contact to auto-populate when creating AML check on property
When creating an AML check in Eagle, if the vendor contact has been added to the property listing then I click ‘Create AML check’, the contact should auto-populate in the Contact section of the pop up box (currently it is blank and the contact needs to be searched and added).
1 vote -
Applications -ability to pop out into browser
Ability to be able to pop out applications (right click open in new browser) as this makes it so much easier to go through all the applications in bulk, instead of one by one and its a longer process to go back to 'current applications' after reviewing one as it doesn't save the property you were looking at.
Also the ability to search via 'Property manager'
1 vote -
Prospecting Area Filtering Contacts
When generating call lists, sending sms or email, it would be great to have the ability to exclude contacts that are within a certain group.
1 vote -
Address Sorting - Caps vs Non Caps Addresses do not sort correctly
Addresses do not always sort correctly when ordered by street name.
The issue appears to be related to capitalisation, with addresses entered in CAPITALS being sorted separately from addresses entered in standard sentence case. This results in the address list appearing out of order and makes it more difficult to locate properties.
Suggested Improvements
- Make address sorting case-insensitive.
- Standardise address formatting where possible.
- Ensure addresses sort alphabetically regardless of whether they are entered in capitals, lowercase or sentence case.
This would improve consistency and make address lists easier to navigate and manage.
1 vote -
Create Permanent Groups & Exclude Contacts
The current marketing functionality does not allow users to exclude contacts who belong to a particular group.
For example, a contact may belong to both Group 1 and Group 2. If a campaign is intended for Group 1 but should exclude anyone in Group 2, there is currently no way to achieve this within the marketing tab. There is a clunky way to do it via contacts but this is not ideal. This limits the ability to create targeted campaigns and often requires manual workarounds or data exports.
Suggested Improvements
Allow groups to be included and excluded when building recipient…
1 vote -
Property Search & Filtering
When sending an email, SMS, adding a note or linking activity to a property, Eagle often returns a long list of historical listings, including properties sold many years ago. This makes it difficult to quickly find the correct property and creates a real risk of attaching activity to the wrong listing.
Suggested Improvements
Prioritise draft and active listings and current property records in search results.
Allow users to filter by Draft Active, Sold and Archived properties.
Improve search ranking so the most relevant result appears first. The current search process is inefficient and unnecessarily increases the risk of user error.
2 votes -
Duplicate Address Management
Eagle currently does not identify or warn users when a property address being created already exists within the database. As a result, our database has accumulated a significant number of duplicate property records over time.
This creates several issues:
Duplicate property records can lead to fragmented ownership, enquiry and contact history.
Users may unknowingly create additional duplicates when searching for an address that already exists under a slightly different format.
Database integrity and reporting become less reliable.
Cleaning up duplicate records is currently a very manual and time-consuming process.Suggested Improvements
Introduce a duplicate address warning when creating a new…
1 vote -
Integrate Eagle Crm with secure exchange an AML Platform
Please integrate Eagle Mri CRM with Secure Exchange which is an AML platform for agents owned by Info track. I have been advised that agentbox, locked on, vault and rex have integrated but NOT Eagle. Please see what you can do to speed this request up. Many thanks
1 vote -
Invoices
When looking at a property invoice, unless you access it via a property, you cannot see what property it relates too. So would be good if on the invoice when viewing on the side tab or somewhere the property that it sits under / is related to was tagged.
1 vote -
Property Alert emails - Create your own template
For Property alert emails that go out, be able to have these go out on a custom template for your office. At present is generic and not best formatting. Would like the option to be able to create your own custom Property alert template
2 votes -
Property Alert
Having the option to be able to remove a property from property alerts so its not included in the property alert emails that go out to matched contacts.
2 votes -
Draft to Appraisal
It would be good if you could return a draft listings back to an appraisal
1 vote -
Visibility over listings
We’d like each agent’s EA to have access to the agent's specific contracts, without visibility over the wider team’s contracts.
At the moment, because EAs are not listed on properties as an agent, the “view your own contracts” setting doesn’t meet this requirement and the other option allows them to view all contracts which we dont want. So option to be able to add staff / team members to view their teams contracts
1 vote -
Automation for deleted Listings
An automation that if a property is deleted, we are emailed regarding it with the address and who deleted it
1 vote -
Not importing all vacant properties into eagle
It would be good to have a button in Property Tree when you dont want properties importing into Eagle, example - new file you are collecting from another agent - we don't want to have this in eagle as we dont want to enter the tenant via Eagle and then have to go and cancel letting fees etc etc
1 vote -
Only showing listed properties in Listings
It would be good for a way to show Active/Listed properties only, not all the 'vacant' pulled over properties. Or a way to filter as such.
1 vote -
Pulling tenant information from Property Tree
It would be good if there is an active tenant in Property tree that Eagle pulls their name and information the same way it pulls Owner details. This would save manually having to enter tenants when listing
1 vote -
Draft view before emails send
It would be good to view the text / editable option before the emails send when dropping applications down to 'approved' or awaiting payment etc - so we can add in any further information or simply check its correct before it sends. - might accidently hit wrong drop down, a preview would assist in that scenario too.
1 vote -
archive tasks when property Let
Having Tasks automatically archive once a property is let i.e. follow up references etc - will be no longer required if the property is now Let
1 vote -
Adding New Address under "Add Ownership" option in Contact Profile
When clicking on "Add Ownership" and typing in an address on the Addresses drop down field that is not added yet, Clicking on new address should add the address typed on the drop down field. Also when the Add New Address Window appears and clicked outside the box, even if the window disappears, it should not delete anything typed in on the fields on this window.
3 votesHi
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