Select All Docs button

A Select All button for which documents to include when setting up the client portal so we don’t have to click them one by one.

Tuesday Chaney 16 days ago

Notes at the Top

Putting the Notes at the top of the "Important Dates & Details" page on the agent facing side.

Tuesday Chaney 17 days ago

Commission Feature

A feature to track commissions and create agent commission statements would be fabulous! I am tasked with keeping up with our agents’ cap statuses, and having a feature to do that would help tremendously!

Becca Adams 19 days ago

1

Label for website URL in contact profile

Can the website url that’s already in contact profiles be made into a usable label as well? I send a thank you email after every closing that includes a request for the client to leave an online review for my agent. I’d love to be able to include a “#contacts.realestateagent.website” reference in my template email and it automatically populate a direct link to my agent’s zillow or google review page. Seems like everything BUT the website is a reference link. LOL Thank you!

amy dee is me About 1 month ago

1

Jun 30

Email Formatting

Would really like to have control of email formatting which hopefully I’m not missing Being able to choose line spacing. Right now it seems like it’s somewhere around 1.5 spacing and all my preformatted emails just has too much space. Hyperlink Text. Right now although there is the ability to add a link, there’s no place to add Alt Text. Would love to be able to add a table.

alisakyoung About 1 month ago

1

Jul 31

Contact Info details

Would be great if we could have the following details in contact information Mailing address for Agents, Title, Lender, Attorney - I need to provide these License # for Realtors - again I need to include this in emails Middle name/initial - I work with agents & their clients who have middle names/initials that need to be included

alisakyoung 2 months ago

3

Mar 31

High Priority

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 5 months ago

1

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 5 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 6 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 8 months ago

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

Devina Over 1 year ago

1

Integration with Slack

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

Devina Over 1 year ago

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

Anna About 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 Over 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 About 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 About 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