converting listing

Mandy Timmons

• February 22, 2019 16:42

Converting a listing needs to have more steps than just clicking a button to make sure it is what they are intending.   Ask them to confirm they have a contract on this listing and ability to cancel the conversion if not.    

Agents are clicking on that in error and it then ends up being an incomplete transaction since they don't have a contract and all of the contact info is blank.  

• 

  Tyler Smith

  • March 05, 2019 17:55

  Official comment

  Comment actions Permalink

  Thanks Mandy - This actually is something I think would help with educating the agent. Added and will come back to you with some ideas on what we think. 

• 

  Erin Van Curen

  • June 05, 2019 19:42

  Comment actions Permalink

  I agree with Mandy. Agents in our office click this all the time by accident and then call us asking why their listing has disappeared. While we DO try to educate our agents, with over 900 agents and continuously added more new agents, it is a losing battle to try and educate them on how the system works. If there were a confirmation button that would draw their attention to this, it would truly cut down on all the extra calls and confusion. 

• 

  Prod Squad

  • June 25, 2019 18:17

  Comment actions Permalink

  Hello Mandy and Erin,

  I discussed some options with our UX team and they suggested the following. We understand the issue and will look for more yes/up-votes on this feature suggestion. Thank you for submitting it!

  • Add more information to the modal so agents know what they are about to do 
  • Navigate to their new file they just created 
  • Let them undo that action so it's less permanent if it is on accident
  • Add a confirmation step to ensure they want to convert the listing to a trans 

  -Buck, VP of Product at SkySlope

Please sign in to leave a comment.