LionDesk V2 CRM Ideas Portal

This feature is one that can help agents stay on top of their business and to add it without thinking that through is disappointing. Agents should be able to add as many plans toa transaction that they want because we all do business differently a...

In V1, I sent a link to the transaction plan web page with due dates, completion progress to my clients every morning so they could see where we are in the process and know items they were responsible to complete.

A YTD sale/commission tab that cumalates all listing and purchase sales for the year helps with year end accounting and quarterly sales goals. Also should have the ability to search to date range.

Seeking a way to see the entire teams transaction production through reporting. Our previous CRM allowed the admin to create a report of closed, pending, and active transactions. Great information for team meetings and group and individual reporti...

I have deals and property info in version 1. I was told it will not transfer over to version 2. That is really frustrating as I took the time to enter everything-Can you please transfer all the properties and the information.

I need to be able to add more than one person to any given task in the transaction management system.

We need to have a calendar in the transaction manager to see when tasks are due and by whom. Also to have in that same instance a sort field in the tasks list for date.

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 :)