Add agent notes to ISN Mobile App
now
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erich.kamprath
It would be nice to have the ability to see agent notes via the ISN mobile app. Currently you have no way to customize what data the is shown for the agent on the ISN app but notes is not an option and that information is more beneficial to me than what currently displays as that will contain information like if the agent has a sick child, or what their dogs name is etc...
Janaya Fix - Product Management
now
Thank you for the feedback erich.kamprath. This is something that we are actively working on. I will make sure you are updated as we get closer.
ISN Product Management
Great to hear your perspective, erich.kamprath! I have a few more questions for you:
- Can you provide more examples of the type of notes you would like to see in the ISN mobile app?
- How frequently do you refer to these agent notes while using the app?
- In what scenarios do you find these agent notes most useful?
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erich.kamprath
ISN Product Management
Good evening ISN.
- see attached photo. This box.
- I never used it because its impossible to get to the agent notes while using this app. You have to go into the full desktop version and its extremely clunky on the phone to load up the agent database. Tried twice and it was so frustrating that it has not been worth it.
- If you have ever been in customer service, you know one of the most valuable things you can do is remember their name, and second to that is something that they told you. Whether its dogs name, kid, recent vacation, problem they had with their vehicle, etc. if you can bring that up in a future conversation it is incredibly affirming to other people. I would use this at every inspection where the agent has confirmed they will show up, and every open house that I go to for networking. So, basically every time that you are interacting with an agent that you are forewarned ahead of time. It is potentially a great feature because it is quite quick to access, but without those notes there, the feature is useless. Frankly I think this is THE most important aspect of the agents for remote access. Most of the other information is useless or easily findable elsewhere, but this is specialized and unique information and should be accessible.
Thank you for considering this QoL update.