LionDesk V2 CRM Ideas Portal

This is a very useful tool for an agent to find out where they should be putting their marketing dollars, based on lead source. All realtors would benefit from it. If they could take the figures of the transaction and be able to sort them by date,...

Being able to export a list of the transaction files would be greatly appreciated.

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.

Be able to add the time of day for a transaction plan task to go out for example at 1 pm

I would like to be able to add at what time (in the dates section) notifications would be sent to either me, my assistant or my team. I.e. Schedule a text for 9am send email at 12pm send text at 3pm.

I would like to be able to select multiple notification types for one task in the transactions system. Example: Schedule inspection -> Me, Assistant, Team Lead -> (check which notifications you would like) Text, Email, Phone) -> Schedule ...

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 :)