Multiple Clients AND Multiple Agents
in review
d
dfrechette
I know you can add these items and make it work, but can't you just make another tab or have an additional area to have 2 persons?
There are several incidences where there are transaction coordinators that need to be added to the email address and the agent wants to keep informed as well.
There are people out there that buy homes that are unmarried and have different first & last names.
I think this is an improvement that is long overdue.
L
Lindsay G - ISN Product
Merged in a post:
Add a 2nd buyers agent/transaction coordinator
g
gclatterbuck
I would like to have the ability to add a 2nd buyers agent or transaction agent. Many agents/firms are using transaction coordinators that need to be copied on the inspection information. I added my own tab of 2nd buyers agent/transaction coordinator, however, does not sync with the agent data base.
L
Lindsay G - ISN Product
Merged in a post:
It would be nice if we could have the ability to add a second Agent to the Buyers and Sellers agent to an inspection order.
s
spatterson
Often we have a second "Buyers" agent with no real way to add that agent other than to put their email on with the other agent and to note them somewhere. I know we have the Transaction Coordinator, which we do use, but it is not the same.
L
Lindsay G - ISN Product
in review
L
Lindsay G - ISN Product
Merged in a post:
Adding a second Buyer's Agent
P
Pat
We have a few agents who use transaction or closing coordinators. We use Homegauge and the office staff sets up the report skeleton for the inspectors. It would be very helpful to see the coordinator listed with the buyer's agent so we can pick them from the list in HomeGauge Reps to receive a report also.
L
Lindsay G - ISN Product
Merged in a post:
Adding multiple agents to work order
M
Marci Robertson
It would be great if you can add multiple, separate agent profiles to a work order! We often have 2 that will work together, but don't have any way to put them both on there without combining their profiles into one.
ISN Product Management
Hey Marci Robertson, thanks for your feedback! I have a few more questions for you:
- How often do you need to assign multiple agents to a single work order?
- What specific information do you need to track for each agent on a work order?
- Are there any specific roles or permissions that each agent should have when assigned to a work order?
M
Marci Robertson
ISN Product Management this hasn't happened too often but would be a really nice feature to have! We just want to assign more than one profile for an agent so we can track them in our reports- the normal info- name, email, agency, etc.
Janaya Fix - Product Management
Merged in a post:
Multiple co-agents/transaction coordinator on an order
b
bives
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Lindsay G - ISN Product
Editing the subject because it is too long. This request is to have multiple agents on an order. From the customer: THIS ONE IS REALLY NEEDED ASAP we have many agents who use Transaction coordination companies and admins or a co-agent and we are accustomed to adding a 2nd or 3rd agent to a file. This is NOT good that it cannot be done without adding their email to the agents when they don’t always use the same transaction company or always work with the same co-agent.
b
bives
Right now we put a comma after the main agents email and add the other..problem is they dont always have the same people CC’d as each deal is with different co-agents and admins.
So when I got to pull in that agent the next time, I have to change the emails its going to instead of just choosing another contact to add.
And we probably have this on a good 1/2 of our inspections
ISN Product Management
Hello bives! I have a few more questions for you:
- Can you provide more details on how you currently manage adding a 2nd or 3rd agent to a file?
- What specific issues are you facing when adding their email to the agents?
- Can you elaborate on the frequency and scenarios in which you need to add a 2nd or 3rd agent to a file?
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