Dylan

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  1. 4 votes
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    1 comment  ·  Feature Requests » Calendar  ·  Flag idea as inappropriate…  ·  Admin →
    Dylan shared this idea  · 
  2. 151 votes
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    30 comments  ·  Feature Requests » Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
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    Dylan commented  · 

    To make this work for big offices like ours. I think user groups could be vital in the implementation of this. We have 6 support staff who each have a portfolio of reps they look after

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    Dylan commented  · 

    Totally agree with the below comment. I don't know any sales reps that manage their due dates themselves. It's the admins that run this part of the software. Did you also know that in Rex, if a rep ticks off these conditions, it removes it from the legal tab and admin is none the wiser? It's a bit issue as sales reps wouldn't understand that they are effecting the admins job. They just think they are ticking off things as they're doing them. However, the issue is, no one knows to then process the next stage in the settlement process. For example - sending the commission invoice!

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    Dylan commented  · 

    Could it have columns on the screen:
    Property, Sales Rep, Accepted Date, Deposit Due Date, Finance Due Date, Special Conditions Due Date, Unconditional Due Date, Settlement Due Date

    With overdue dates in red and being able to filter the list order by any of the above columns.

    With special conditions, there might be a few so not sure if it would be best to have just a column that says True/False so that you can click to view further details.

    If a condition is met, it should be DONE and if a condition date is empty a dash - and if a condition is not required for that contract N/A would be great.

    That would mean you can skim through that screen quite quickly and not have to rely on clicking into each property unless something shows up that you need to address.

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    Dylan commented  · 

    I'm open to suggestions as long as those functions work well. Exports and reports aren't great because they're clunky to use. It needs to be in-app so that any thing you are working on can be updated in the app live rather than working off a report and then having to search that record and update it.

    I would still like to see better usability of the dashboard but would like to know more about the interactive list and how it would work

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    Dylan commented  · 

    I think you need to realise that real estate offices are changing. Within 3-5 years, you will find a lot more Super Offices and far less offices spread over each suburb. With this comes a need for software that as well for admin users as it does for sales reps. We for example have a team of 5 Support Partners (contract admins) and I am the licensee. Each SP looks after 6-12 reps and we're looking to hire another 2 SP's and potentially I'll need a compliance team under me soon too. Our sales reps don't have to track due dates, the SP's chase things up but also remind the reps when things are due.

    In fact our SP's and I are on Rex all day. Whereas only a few of our reps are heavy Rex users. Our decisions on what CRM system we use are based on what we get out of it in head office. It's important to have a good system for our reps but its more important that it works for us too.

    Having said that, we need more features driven around Admin. We would like to see the contract side of the dashboard show a group of reps that are allocated to that support person.

    Dylan supported this idea  · 
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    Dylan commented  · 

    Yes and I also agree! This is hugely overdue.. Like many others have said. You should be able to designate reps contract reminders to particular Sales Admins. For example, we have 5 support staff with the view of eventually having upwards of 10. Each support person looks after a specific group of reps and they only want to track those reps.

  3. 80 votes
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    3 comments  ·  Feature Requests » VPA / Invoices & Payments  ·  Flag idea as inappropriate…  ·  Admin →
    Dylan shared this idea  · 
  4. 125 votes
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    5 comments  ·  Feature Requests » Documents  ·  Flag idea as inappropriate…  ·  Admin →
    Dylan supported this idea  · 
  5. 3 votes
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    1 comment  ·  Feature Requests » Contracts  ·  Flag idea as inappropriate…  ·  Admin →
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    Dylan commented  · 

    The view wouldn't be the same as what we see on rex. Perhaps a simple screen they can view VPA spend, home open times, due dates, contact conditions status, settlement dates etc etc.

    Dylan shared this idea  · 

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