When adding items to a checklist, we do have the ability to sort our checklists into sections to visually help our agents by using the Activity Type function, which is great.
Unfortunately, the default Activity Types or so vague as to be useless (except for the new Buyer Agreement Documentation section). I would really like to break up my checklists by section, but the default sections I'm offered would only cause more confusion, not less.
Disclosures, Reports, and Miscellaneous Documentation all mean the same thing. We need to have the ability to either change those default names or add new names that mean something to our agents, like "Inspections & Repairs" or "Addenda for Special Situations" or "Property Disclosure Materials" (as opposed to just "Disclosures," which could mean agency disclosures, which have nothing to do with property disclosure--in fact, they don't usually have anything to do with the contract between the buyer and seller at all).
Created By Mickey Lindsay
RequesterWhen adding items to a checklist, we do have the ability to sort our checklists into sections to visually help our agents by using the Activity Type function, which is great.
Unfortunately, the default Activity Types or so vague as to be useless (except for the new Buyer Agreement Documentation section). I would really like to break up my checklists by section, but the default sections I'm offered would only cause more confusion, not less.
Disclosures, Reports, and Miscellaneous Documentation all mean the same thing. We need to have the ability to either change those default names or add new names that mean something to our agents, like "Inspections & Repairs" or "Addenda for Special Situations" or "Property Disclosure Materials" (as opposed to just "Disclosures," which could mean agency disclosures, which have nothing to do with property disclosure--in fact, they don't usually have anything to do with the contract between the buyer and seller at all).
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