LionDesk V2 CRM Ideas Portal

I would like to see more "Important Dates" added to the Transaction Coordination side. (Appraisal, Loan Deadline,) Along that line create custom Important Dates.

I could completely eliminate DotLoop if you guys had digital signing capabilities. Love that you have transactions and folders btw :)

Would like to add transactions features to mobile app.

When creating a transaction plan it seems to be common to forget or need to add a step after the initial setup. Currently they don't get sorted in order by date so you have to look through the list to find the next one. Seems to make sense to have...

The ability to enter a name or property address it pulls in the google picture for the property as an option for display of your transactions. It looks like an electronic white board. you also have the option to display a photo in the tile for a c...

Transaction tasks need to be linked to the person the transaction plan is for. I create transaction plans for clients when they go under contract and I have multiple transactions going on at once. What good is a task for a transaction if you don't...

My firm is transitioning from Dotloop to Docusign. However, LionDesk does not sync with this platform.

Ability to sort transaction task within a transaction by date.