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126 VOTE
Status Future Consideration
Workspace ClosingVue
Created by Guest
Created on Jun 23, 2020

RELATED IDEAS

Move Agents from one Broker to another

It would be easier if we could move them instead of having to create a new ID and Portal ID when they move to a different company or office.

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  • Tara Langford
    Reply
    |     Feb 16, 2024

    Same thing with loan officers, processors etc, from one lender to another.

  • +81
6 MERGED

Drag & Drop Contacts

Merged
Many realtors change brokerages several times throughout their careers. It would be easier if we could drag the contact to their new brokerage as opposed to inactivating them in one company and creating a new contact in another.
Gayle Hurst 10 months ago in ClosingVue / Enhancements 0 Future Consideration