It's very easy to create a new rolodex contact/company using the "New" buttons on Financial Info and Lender Info screens, but there's no duplicate prevention. And cleaning up duplicate contacts is only possible manually, one entry at a time. The m...
I would also like to add to your list of upcoming things to add to EC = Email templates. These would make life so much easier to just be able to click a button with the email that we start and choose a template that we need
Many agents are now on teams and usually list at least 2 brokers on a contract. The new assistant field is helpful, as the teams usually have a closing coordinator also, but it would also be helpful to be able to list a co-broker in a file.
It would be helpful if there was a place to make instructional notes in Escrow Accounting (e.g., seller requested wire for proceeds, FedEx proceeds check and legal fee to seller's attorney)
At this time we only have the ability to make a contact inactive but we really need to be able to delete it when needed to not cause confusion among the team. Maybe the entry was by accident and truly needs to be deleted.
Adding option for more than 1 person holding P&S deposit
Add an option for more than 1 person to hold P&S deposit. for instance, in Worcester County where Listing Broker holds initial deposit and Seller Attorney holds 2nd deposit. As opposed to having to manually adjust on page 3.
Contacts change companies. It would be better to assign a contact to a company instead of deleting the contact from one company to add them to another.
It would be great to be able to add the percent of seller credit OR a flat amount. Most contracts I'm seeing these days are a seller credit for a percent of the sale price. Thank you!
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Future Consideration
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Future Consideration
