Settings and activity
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46 votes
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124 votesLara Morgan supported this idea ·
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44 votesLara Morgan supported this idea ·
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4 votesLara Morgan shared this idea ·
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1 voteLara Morgan shared this idea ·
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28 votesLara Morgan supported this idea ·
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125 votes
Hi Supporters! we've been digging deeper on this topic and after a bit more feedback if you have any -
1. We can introduce a compliance tab to the Creditor and you'd be able to track any items you wish (you could configure your own categories as you do with properties). Would you prefer to see a separate Creditor Compliance Register for reporting, or keep this information in the current Compliance Register with the ability to filter between Property Compliance and Creditor Compliance?
2. When a Creditor Compliance item has expired, what behaviour would you like to see? I warning when you enter a creditor against a maintenance job? and/or when a maintenance email is sent?
Any other notifications or areas that should be considered when we look to implement creditor compliance?
Lara Morgan supported this idea · -
30 votesLara Morgan shared this idea ·
I have had a few owners ask about a mobile app now, as other agents offer this with different platforms . Would be nice to offer the same