Our latest release delivers versatility when dealing with documents as well as more options for email drafting and client information collection.
Features and Enhancements in Our Latest Release
- Streamlined Task Lists with Enhanced Statuses
- New statuses: Draft and Ready to Assign to Client
- Once drafted, the document is available to Assign to the client and can include a note
- Remind function to easily send the client a notification reminding them of a pending task
- When an offer is drafted and signed by the buyer, the buyer's agent now has a Submit option to send the offer to the listing agent and can include a note
- Message Center and Email Improvements
- When submitting an offer or when selecting the message icon, the client is directed to the enhanced message center
- The new message center includes text formatting, hyperlinks, file/pic attachment, and the ability to CC and BCC additional recipients (these recipients can be email addresses outside of the deal)
- Amendment and Termination Notice Drafting Expansion
- Amendment and Termination Notice are now available in the Offer deal forms library at any time during the offer's life cycle
- Status Changes Availability
- The status of the offer can be updated at anytime by selecting the edit icon next to the status and selecting the desired status from the dropdown