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August 30, 2010

posted Aug 28, 2010 7:05 AM by Glen Stephens   [ updated Aug 29, 2010 6:52 PM ]

  • [NEW] Added inbound email support (Watch the video).
  • [NEW] Added document types and documents page.
  • [NEW] Added ability to Delete Groups that have no task associations.
  • [NEW] Added Second Home to Owner Occupied menu (offers).
  • [NEW] Added public site extended login feature.
  • [NEW] Added combo box sorting criteria to property report.
  • [NEW] Added subjects to notes.
  • [NEW] Added general preservation and general eviction notes.
  • [NEW] Added feature to check for duplicate buyers on other properties.
  • [NEW] Added MLS URL.
  • [NEW] Drag and drop photo sorting.
  • [NEW] Added Filter to photo search.
  • [NEW] Added password protection to public search site (optional).
  • [NEW] Added backup offer flag to offer report.
  • [NEW] Added backup offer support.
  • [NEW] Added Direct Pay as payment method.
  • [NEW] Added disclosure item special flag type and printed it on the offer form.
  • [NEW] Added MLS# text next to number in property header.
  • [NEW] Added reject all offers on accept (Site Setting).
  • [NEW] Added property type to property report.
  • [NEW] Added restrict offer by agent (Site Setting).
  • [NEW] Added property read only privilege (MMR & BPO powerusers override).
  • [NEW] Added Misc contact type to Property > Main > Misc.
  • [NEW] Added manual task notifications when new task is created.
  • [NEW] Added support for offer ordering (Admin > Offer Status).
  • [NEW] Added flag criteria to all reports except finanacial.
  • [NEW] Added property sub division.
  • [NEW] Added Fannie Mae Form.. Knowing Your Options.
  • [NEW] Added Property Management Contacts to Eviction Info section.
  • [NEW] Added Effective Date for status changes that are tied to auto tasks.
  • [NEW] Added Property > Main sub tabs.
  • [NEW] Added Utility Report.
  • [CHANGE] Garages now support multiple entries and space/garage number.
  • [CHANGE] Replaced rich text editor.
  • [CHANGE] Replaced date picker.
  • [CHANGE] Update FNMA contract cover sheet.
  • [CHANGE] Task due today now have a differen color.
  • [CHANGE] Made Offer Summary Names turn Red when Owner Occupied is set to "No" or "Second Buyer".
  • [CHANGE] Changed HOA to match layout and behavior of Repairs and Offers.
  • [CHANGE] Removed utility company tooltip and made section sub header.
  • [CHANGE] Update Fannie Mae forms to naming convention.
  • [CHANGE] Changed HOA check boxes to combo boxes to include Unknown, No and Yes.
  • [CHANGE] Defaulted assigned user in manual tasks to either the user creating the task, or the only user of the group if there is only 1 user in the group.
  • [CHANGE] Alphabetized Admin Tabs.
  • [FIX] If the request for MMR was in a past due status and another record existed for the asset in the inbox, the code would not fetch or update the MMR.
  • [FIX] Fixed jumping modal window on safari and chrome.
  • [FIX] Fixed inspection report count.
  • [FIX] Photos did not scale properly on BPO photo sheet.
  • [FIX] Fixed add task plus arrow bug.
  • [FIX] Fixed bug where displaying a repair or offer with tasks tab selected would fail to print remaining preservation items.
  • [FIX] Fixed flag auto task condition.
  • [FIX] Fixed email dialog bug where no vendors or no utilities are present.
  • [FIX] Fixed purchase agreement issue on public site where file extensions were upper case.
  • [FIX] Fixed issue where navigating to a specific HOA would not select the default tab.
  • [FIX] Fixed issue where navigating to a specific offer or repair would not select the default tab.
  • [FIX] Fixed issue where HTML would format incorrectly in Forms.
  • [FIX] Fixed realtor lock box location viewable field in property report.
  • [FIX] Issue that caused public pending offers to group with rejected offers.
  • [FIX] Issue where inactive flags were printing on forms, printing on reports and being factored into auto task conditions.
  • [FIX] Fixed issue that lost accepted offer info in contact email dialog.
  • [FIX] Fixed black line that appears on mobile browsers when there is not bottom navigation and top property header is in use.
  • [FIX] Fixed IE attachment download issue.
  • [FIX] Fixed bug that would print the incorrect inspector in summary sheet.
  • [FIX] Removed the word System from assigned user on task reports when there was no assigned user.

April 23, 2010

posted Apr 25, 2010 5:58 PM by Glen Stephens   [ updated Apr 25, 2010 6:15 PM ]

  • [NEW] Added Expected COE, MLS COE, Listing Expiration, MLS Expiration, and Scheduled Inspection dates to user calendar. See My Account Tab Calendar Settings for more information.
  • [NEW] Added notes to individual eviction inspection records.
  • [NEW] Added notes to individual inspection records.
  • [NEW] Added offer count control to Admin > Offer Status List.
  • [FIX] Fixed issue on photo page and BPO photo page where text goes out of bounds.
  • [CHANGE] Fannie Mae BPO, Date automatically sets to current date.
  • [NEW] Added cleaning, landscaping, and pool conditions to general inspections.
  • [NEW] PAS Multiple Offer Form.

April 18, 2010

posted Apr 19, 2010 9:37 AM by Glen Stephens   [ updated Apr 19, 2010 9:50 AM ]

  • [NEW] Preservation Autotasks.
  • [NEW] Offer Autotasks.
  • [CHANGE] Changed Price Reduction tab to Listing Summary Tab. Added MLS info to this tab along with Listing Summary Notes.
  • [CHANGE] Multi-select Preservation and Offer Reports.
  • [FIX] Fixed all report views to deal with inactive flags.
  • [NEW] Added Tasks Tab to Offers.
  • [CHANGE] Changed Preservations to tabbed model like offers.
  • [CHANGE] Tasks tab in Property has sub tabs for task types.
  • [FIX] Fixed inspection report bug related to last appliances.
  • [NEW] Added task assignment to for Property Assigned Agent.
  • [NEW] Added MLS number to property header.
  • [NEW] Added user preference for note collapsing.
  • [NEW] Added Days On Market to Property Report.
  • [NEW] Added MLS Number to offer report.
  • [NEW] Added Site Setting to include Public Pending Offers in Offer Count.
  • [CHANGE] Changed public offer form so that lenders are not required if loan type is cash.
  • [NEW] Added hide button to note text.
  • [NEW] Added parcel number to property search.
  • [NEW] Added support for in-form attachments to FNMA Bid summary reports.
  • [NEW] Added requested closing costs to public offer page.
  • [NEW] Added all vendors and all utility companies to email dialogs.
  • [CHANGE] Changed LTV to auto calculate.
  • [NEW] Added Autotask "On Complete", "On Create", and "On Due" notifications.
  • [NEW] Added Bank of America Multiple Offer Form.
  • [NEW] Added photo sizing option in Site Settings.  Now supports photo sizing to 640x480 and 800x600.
  • [CHANGE] HTML is not allowed for the offer agreement.
  • [NEW] Added Site Setting that controls uploads from the public offer page after the offer is submitted.
  • [NEW] Added Public Offer "auto set purchase agreement date" to Site Settings.

March 23, 2010

posted Mar 24, 2010 11:57 AM by Glen Stephens

  • [CHANGE] New Fannie Mae BPO (12/09) added to system.

March 3, 2010

posted Mar 2, 2010 9:47 PM by Glen Stephens

  • [FIX] Fixed calendar button on BPO page.
  • [NEW] Added document upload to public offer page to allow agents to upload additional documentation after the offer has been submitted.
  • [NEW] Added AUTO TASKS DISABLED message to Status Comment when auto tasks are disabled on Property Status changes.
  • [NEW] Added Owned By criteria to Task report.
  • [NEW] Added Earnest Amount and Loan Amount to add offers (reportable).
  • [CHANGE] Added new fields to Public Offer form.
  • [NEW] Added option in Admin > Site Settings that only allows 1 file to be uploaded for a public offer purchase agreement.
  • [FIX] Fixed reset agent pass phrase feature. Now displays in offer header.
  • [CHANGE] Added URL to Public Offer Notification emails that takes users right to the submitted offer.
  • [NEW] Added new row to offer header with 4 new fields.
  • [NEW] Added FNMA Contract Cover Sheet
  • [CHANGE] Implemented auto task email grouping freature.  Now users will only receive one auto task alert email per property status change with all tasks grouped in one email.
  • [NEW] Added Days on Market to property header info bar.

February 23, 2010

posted Feb 22, 2010 9:40 PM by Glen Stephens

  • [NEW] Added preference for Property Header placement in My Account.
  • [CHANGE] Updated Fannie Mae Purchase Addendum to support closing cost information in paragraph 38.
  • [FIX] Fixed issue where too many photos would cause emailing or downloading PDF and ZIP files to break.

February 20, 2010

posted Feb 19, 2010 11:46 AM by Glen Stephens   [ updated Feb 19, 2010 12:18 PM ]

  • [NEW] System now emails group users when Auto Tasks are sent (can be disabled under My Account).
  • [NEW] Listing Broker and Selling Broker commission to MLS section and Property Reports.
  • [NEW] MLS Auto List feature (enabled in Site > Settings).
  • [NEW] Bottom Navigation and Preferences in My Account to control navigation preferences.
  • [NEW] Bread Crumbs added to page headers where needed.
  • [NEW] Can now filter maps page by owner.
  • [NEW] Added Buyer Writing Multiple Offers to offer.
  • [NEW] 4 new viewable fields to offer report.
  • [NEW] Added numerous Fannie Mae forms.
  • [CHANGE] Speed improvement to reporting system.
  • [FIX] Fixed issue where when forms were initially created the information would not populate the form until it was saved once.
  • [FIX] Fixed issue where custom forms would not load when offers page first comes up.
  • [NEW] Added HTML / Rich Text support to notes and email system (enabled in Site > Settings).
  • [NEW] Added generic multiple offer form that will appear when owners formset does not offer this form.
  • [CHANGE] Photo sorting order can now be set in Property > Photos > Multi Select. Controls photo sorting in relation to the order in which the photos were uploaded into the system.
  • [NEW] Added site sub-header (enabled in Site > Settings).
  • [CHANGE] Flags can now be edited.
  • [CHANGE] Flags can now be set as inactive to help track flag history.
  • [NEW] Added Flags Power User.
  • [NEW] Added Property Count Power User to allow displaying active property count in the bottom navigation bar.
  • [CHANGE] Moved Property Info header to the bottom of the page so it scrolls with the page and is always visible.
  • [NEW] Added Expected COE, MLS COE and Sale Price of accepted offer to Property Report.
  • [CHANGE] Added ability to assign preservation records to users.
  • [NEW] New tab under Tasks allows users to view preservations that are assigned to them and require follow up.
  • [CHANGE] Removed field requirement in repairs for Payment Method and Authorization method. This is to allow assignments when that information is not available. However, info is still required when approving a repair.
  • [NEW] Added Servicer Loan Number macro to Auto Tasks emails.
  • [NEW] Added preference to set whether notes view as plain text or html when the site wide text mode is set to html.
  • [NEW] Added Cancelled offer status and made it not count in offer count.
  • [NEW] Added support for some forms to allow appending other pdf files.  Appended files are stored as note attachments to that form.
  • [NEW] Added Reimbursement Submitted Date to Expenses.
  • [NEW] Added Expense Report summary option that will summarize totals for a property instead of listing line items.
  • [NEW] Added Actual COE date to Offer Report.
  • [NEW] Added Final Sale Price to Property Report.
  • [CHANGE] Made Lender Contacts reusable and visible in the contact tab.
  • [CHANGE] Speed improvements to displaying the tasks pages.
  • [NEW] Added email priority setting to email dialogs.
  • [NEW] Added Photo Actions to BPO page to clear comp and subject photos for a property.
  • [NEW] Added Expected Vacancy date and CFK to Property Report.

December 28, 2009

posted Feb 17, 2010 4:20 PM by Glen Stephens

  • [NEW] New forms.
  • [FIX] Fixed email recipient display issue so company displays when no name is entered.
  • [FIX] Fixed test email for Auto Tasks.
  • [FIX] Fixed recipient list for emailing notes and forms from within an offer.
  • [NEW] Added ability to sort photos on photo pages.

December 22, 2009

posted Feb 17, 2010 4:19 PM by Glen Stephens

  • [FIX] Fixed PDF photo sheet to deal with portrait photos.
  • [FIX] Added Eviction Info back to Eviction summary header.
  • [NEW] 5 new flag colors.
  • [CHANGE] Changed New Property so contacts can be added as the property information is initially entered.
  • [NEW] Added expense summary to Property Summary page.
  • [NEW] Added expense reporting.
  • [NEW] Added email signatures to My Account tab.
  • [NEW] Added email subject setting to My Account tab.
  • [NEW] Added Staff to email recipient list in email dialogs.

December 15, 2009

posted Feb 17, 2010 4:18 PM by Glen Stephens   [ updated Feb 17, 2010 4:19 PM ]

  • [NEW] Added custom photo header for PDF photo pages.
  • [NEW] Added ability to edit notes.
  • [NEW] Added ability to email notes.
  • [NEW] Can now create a new note via email.
  • [NEW] Introduced contact management system.
  • [FIX] Fixed bugs related to the pop-up modal windows.
  • [FIX] Fixed bug where revoked users would be visible for task assignments.
  • [CHANGE] When a new property is added the system now redirects to the new property's main page.
  • [CHANGE] Changed saved report display.
  • [NEW] Added note type tags when searching all property notes.
  • [NEW] Added ability to add URL links to notes.
  • [NEW] Added Offer Forms.
  • [NEW] Added new forms for Fannie Mae and Freddie Mac.
  • [NEW] Added ability to email forms.
  • [CHANGE] Added approved vendor info to property summary page.
  • [CHANGE] New upload utility for notes, attachments and photos.
  • [FIX] Fixed bug where using an ampersand in a report string would break the saved report's previous information.
  • [FIX] Fixed bug where initial status comment would get dropped when a property is added.
  • [FIX] Fixed bug where minus ( hide button ) disappeared in offers after updating the status.
  • [NEW] Added notes edit poweruser.
  • [NEW] Added group privileges for contacts.
  • [FIX] Fixed repair bid date sent time zone issue.
  • [NEW] Added utilities power user for deleting utilities.
  • [FIX] Fixed archival issue in expenses. Can't add after archival, but can edit existing.
  • [NEW] Added search archived properties to property search page.
  • [NEW] Added icon for archived properties.
  • [CHANGE] Added sale price to offer summary.
  • [CHANGE] Added more summary info to offer header.
  • [CHANGE] Added ability to report by vendor in preservation.
  • [NEW] Added view options in Admin > Auto Tasks so they can be viewed by either assigned group or by property status.

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