Weekly Marketing Update for Buyer and Seller Clients

Create a way to send a weekly summary of the following transaction details: - Key Dates completed next week - Next 3 upcoming key dates Any notes that were added to the portal Any new transaction parties added within the last week Link to the client portal And an AI generated summary of what occurred to keep clients up to date

Brett Keppler About 1 month ago

Allow for Long-Tail Detail Boxes

For portions of the contract that feature a lot of words, allow a Detail Box to expand the width of a page and allow for a lot of characters, while formatting properly.

Brett Keppler 2 months ago

Email Integration with Gmail & generic email services

Ability to send Email Tasks from their personal email or a secondary domain that they own The removal of Nekst branding (Powered by Nekst) on Email Tasks Ability to add a Custom Signature in their Profile that will include links and photos, using a Rich Text Widget In an effort to increase deliverability and a better user experience, many users have requested the ability to setup MX records so that all Email Tasks can be sent using their account email instead of the default mail.nekst.com domain.

Brett Keppler 3 months ago

Let the user choose the completion date

If a task is completed before today, and has dependent tasks, there is not a way to check the task off using a prior date. As a result, all Dependent tasks also need manually adjusted. Perhaps when a task is open, there is a dropdown button near the checkbox. When selected, the user can choose the Date for completion first and then check off the box?

Brett Keppler 5 months ago

Allow default roles for Admin, TC etc, so we don't have to enter the same people and roles each time.

Devina About 1 year ago

1

Integration with Slack

Would love to be able to post notifications to a slack channel.

Devina About 1 year ago

Would like to be able to reorder the list of plans so my custom plans appear first

Anna Almost 4 years ago

Allow us to select a date for a task before a Key Date.

I have several "Key Dates" Task that happens before the Key Date. It would be great to be able to select "days before" or "days after" for these tasks. As if the date is changed, I then have to go in a find all the tasks associated with the one Key Date, before the date and change it too. It seems silly to even have the Key Date option with out having to have tasks before the date as well.

Victoria Manich About 4 years ago

Individual Quarterly spreadsheet/Yearly spreadsheet (For Tax Purposes)

Spreadsheet to include: Pending date Listing Agent/Selling Agent MLS Purchase Amount Closing Date Buyer Name Seller Name Transaction Coordinator Fees Commission Buyer side Commission Sellers Side

An Anonymous User Over 5 years ago

create recurring tasks

so if I have to renew a subscription each year I don't have to enter it 30 times

Philip McGinnis, CCIM Over 5 years ago

Integration with Dotloop

needed to reduce/remove duplication of effort entering all parties to transaction and property details.

An Anonymous User Almost 7 years ago

Allow the people with the team platform to create their own property types or own type in general.

With so many different uses for this system, I would like to have the ability to create my own property type and even my own Type that may not even be property specific. There are processes and flows to many parts of real estate.

Anonymous Almost 7 years ago

I would like to click and drag tasks in the calendar to change the dates

I would like to click and drag tasks in the calendar to change the dates

An Anonymous User Over 7 years ago

Add a way to monitor amount of tasks completed within a time period.

We currently have the option to view the percentage of task completed on time, late, and postponed. It would be good to see the actual amount of task that was completed in a day, a week or a month. This is good for manager monitoring what their assistants are doing and how fast.

Tammie Olinde Over 7 years ago

allow tasks to be done in groups (modules) instead of plans

Instead of having one plan that has every possible outcome for a transaction/covers all possible contingencies, allow for specific pre-prepared modules to be used (A Financing group, a Home Inspection Group, a Termite Inspection Group, etc) to make it easier to customize each transaction

An Anonymous User Over 7 years ago

1

View entire un-completed task list as default

When in a property - Be able to view entire un-complete task list as the default view with the status of that task on the side (past due, today, etc.). Would also like to see entire list with WHO it is assigned to at a glance. The tabs at the top of the screen would be to filter as needed if you don't want to see the entire list of uncompleted tasks. Finding that I have to refresh a lot in order to see different statuses.

Xai Powell Almost 8 years ago

My Branding/Co-Branding

I would love to be able to have my branding added to this as well.

Jennifer McCarty Over 8 years ago

Integrating custom e-mail signatures into the automated e-mails.

Instead of only being able to input text or a link, it would be great to input an e-mail signature jpg

Michelle Roaya Rukny Over 8 years ago

Customizing welcome message

Customizing welcome email message.

An Anonymous User Almost 9 years ago

Some contingencies don't count weekends. Add a toggle to include or exclude Saturday/Sunday when counting days for a task.

Also, most dates in a contract do not count holidays - it would be nice to have holidays excluded in counting days, too.

Dianne Almost 9 years ago