Update History

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March 17, 2015

posted Mar 17, 2015, 10:43 PM by Glen Stephens   [ updated Mar 17, 2015, 10:44 PM ]

  • [NEW] Added Group restriction "Hide Attachments Not Created By Self"
  • [NEW] Added custom fields to individual preservations.
  • [NEW] Added Assigned Analyst to Properties, Auto Tasks, Email Macros & Property Reports.
  • [NEW] Added custom fields as visible columns to Utility and Preservation reports.
  • [NEW] Added ability to double click on a task name and rename it.
  • [NEW] Added Assigned Agent Email as visible column to Property Reports.
  • [NEW] Added Photos (XML Only) as visible column to property report.
  • [NEW] Added Public Note as visible column to Property Report.
  • [NEW] Added Submitted Date 2 to REO Expenses.
  • [UPDATE] Added public search page ability to pass market through when displaying all properties by default.

July 14, 2014

posted Jul 14, 2014, 8:05 AM by Glen Stephens   [ updated Jul 14, 2014, 8:06 AM ]

  • [NEW] Added %property_status% macro to Auto Task Macros.
  • [NEW] Added custom fields to properties.
  • [NEW] Added custom fields to utilities in properties.
  • [NEW] Added Buyer Net Offer to Offer Header and Offer Reports.  Calculated by subtracting negotiated repair and closing cost amounts from the buyer offer amount.
  • [NEW] Added option to Disable duplicate offers alert in Admin > Site Settings.
  • [NEW] Added option to Auto populate Buyer info for new offers with company info in Admin > Site Settings.
  • [NEW] Added Buyer Phone, Buyer Email, and Buyer Cell to Property Report.
  • [NEW] Added custom fields as visible columns to property reports.
  • [NEW] Added a view option to documents in the system so they can be viewed in the browser as opposed to only being able to download them.  NOTE: Only applies to PDF, Text, and Image attachments.
  • [NEW] Added ability to duplicate existing Auto Tasks in Admin > Auto Tasks.
  • [NEW] Added option to auto Increment and automatically set the Loan Number when adding a new property. NOTE: Must be turned on by support.
  • [NEW] Added a URL that will return a saved report as XML. The URL can be found under Reports > My Reports.  NOTE:  This is not a secured URL and can be accessed without login credentials.
  • [NEW] Added message to buyer name indicating if public funds are being used or not (Property > Offers).
  • [NEW] Added phone number to Admin > Users.
  • [NEW] Added %mls_number% to Preservation Auto Task Email Notifications.
  • [CHANGE] Agent on property lists now shows phone number and link for email.
  • [CHANGE] Email dialogs are now bigger and easier to navigate.
  • [CHANGE] On property list pages under "Click for more info", Actual COE is displayed under "Accepted Offer" when it is entered, otherwise it displays Expected COE.
  • [CHANGE] Changed Public Search results page to be more template based so companies can request to customize what information shows on public searches. (Contact Support)
  • [FIX] Fixed bug that was preventing the Home > Expenses tab from populating.
  • [FIX] Fixed Import so it remembers your previous field associations.

March 24, 2014

posted Mar 25, 2014, 9:55 AM by Glen Stephens   [ updated Mar 25, 2014, 9:56 AM ]

  • [NEW] Added Buyer Name to Property Report
  • [NEW] Added Seller Offer Amount to Offer > Negotiations.
  • [NEW] Added Buyer Address to Offers.
  • [NEW] Added Site Setting in Admin > Site Settings > External Systems "Create new notes when HomePath Offers are updated." Leaving this option off will update existing HomePath notes for the offer.
  • [NEW] Added Search option to "Show Active Properties First" when including Archived properties in the search results.
  • [NEW] Added ability to request specific fields to be required within your system.
  • [CHANGE] Buyer Address is now a required field on Public Offer Forms.
  • [CHANGE] Renamed Offer Amount to Buyer Offer Amount.
  • [CHANGE] Changed the layout of the Offer headers to read similar information in columns.
  • [CHANGE] Added Buyer Address to HomePath fetch.
  • [CHANGE] Calculate Loan Amount on HomePath fetch.
  • [FIX] Fixed HomePath create new note bug.
  • [FIX] Fixed Buyer Rent or Own on HomePath fetch.
  • [FIX] Fixed bug where Buyer Attorney's would not show up as contacts when sending notes via email.

December 25, 2013

posted Dec 25, 2013, 10:28 PM by Glen Stephens   [ updated Dec 25, 2013, 10:29 PM ]

  • [NEW] Added Map Page as Property Report condition.
  • [NEW] Added Contract Status information to property summary info.
  • [NEW] Added "Email" as action for multiple offer selections on Property > Offer tab.
  • [NEW] Added Meter Number to Utilities.
  • [NEW] Added Buyer Attorney to Offers.
  • [NEW] Added a Quick Property Search.
  • [NEW] Added Document Statuses to Property > Documents.
  • [CHANGE] Added Account Number to Utility Header.
  • [CHANGE] Changed layout of Utilities Present to take less vertical space.
  • [CHANGE] Changed layout of Utilities to take less vertical space.
  • [CHANGE] Added drop shadow to photo date and time stamp.
  • [FIX] Fixed import for new google v3 api.
  • [FIX] Fixed a bug where revoked users could still be assigned as owners to tasks that were automatically created by the system.
  • [FIX] Fixed email bug where only first offer would receive attachments when emailing multiple offers.

August 12, 2013

posted Aug 12, 2013, 8:21 PM by Glen Stephens   [ updated Aug 12, 2013, 8:21 PM ]

 
ADMIN
  • [CHANGE] A market's state can now be updated.
  • [NEW] Added "Unassigned Tasks" option to Admin > Maintenance > Delete Incomplete Tasks System Wide.
 
AUTO TASKS
 
EMAIL
  • [FIX] Fixed issue where deleting an undelivered email would leave the note in the system.

HOA
  • [NEW] Added fields to HOA for Past Due Dues, Pays Water, Violations, and Liens.
 
NOTES

NAVIGATION
  • [FIX] Added Equator menu to the bottom navigation menu.
 
PHOTOS

PROPERTIES
  • [NEW] Added Rekey Complete Date field to Property > Main > Client.
  • [NEW] Added Redemption Expiration Date field to Property > Main > Client.
  • [NEW] Added field for Padlock Code to Property > Specs.
 
REPORTS
  • [FIX] Optimized and Inspection Report for speed improvements.

June 9, 2013

posted Jun 9, 2013, 3:03 PM by Glen Stephens

  • [NEW] Added public upload of attachments into any note.
  • [NEW] Added "Best" as phone and email type.
  • [NEW] Added Seller contact information as visible column to Property Reports.
  • [NEW] Added search criteria to Utility Report for utility types for the property.
  • [NEW] Added Bedrooms and Bathrooms as search criteria to Property Reports.
  • [NEW] Added Notes section to Property > Main > Financials.
  • [NEW] Added email archive preference to My Account page.
  • [CHANGE] Added Last Inspected By to Property Report.
  • [CHANGE] County search criteria in Property Reports now supports a comma separated list of counties.
  • [CHANGE] Added offer count under price on public site if applicable.
  • [CHANGE] Added Contingency Removal Date to Offer Negotiations tab.
  • [FIX] Fixed issue where completing tasks on the Property > Tasks tab would not redraw the lists propertly.
  • [FIX] Fixed permissions issue with multiple markets where user needed to be in all markets for Global Market privileges to work properly.
  • [FIX] Fixed bug that for viewing a notes revision history.

March 11, 2013

posted Mar 15, 2013, 8:16 AM by Glen Stephens

 
ADMIN
 
AUTO TASKS
 
CONTACTS
 
GENERAL INSPECTIONS
 
MANAGED/LEASED PROPERTIES
 
NOTES
 
PROPERTIES
 

REPORTS

  • [NEW] Added Last Inspected By as visible column to Inspection Report.
  • [CHANGE] Updated expense report so that property totals display as a new row below the property when a line item report is sorted by address. 
  • [CHANGE] Saved Reports now show updated date and time.
  • [FIX] Fixed bug where inspection reports with a criteria of Properties with no inspector assigned would return properties if all zip codes were assigned to field inspectors.
 
UTILITIES
 

November 21, 2012

posted Nov 20, 2012, 10:35 PM by Glen Stephens

 
ADMIN
 
AUTO TASKS
 
EXPENSES
 
HOA
 
HOME TAB
  • [CHANGE] Increased size of email lists in Home Tab.
 
MY ACCOUNT
 
OFFERS
 
PRESERVATIONS
 
PROPERTIES
 
REPORTS
  • [NEW] Added Income to Expense report.
  • [NEW] Added Tenant Deposit amount and date to Expense report.
  • [NEW] Added Tenant Refund amount and date to Expense report.
  • [NEW] Added Association visible column to Expense Report that shows the Utility Company or Preservation associated with the expense.
  • [CHANGE] Added Property Totals to expense reports as visible columns even if the report type is not set to summary.
  • [FIX] Fixed days in escrow visible column in Property Report to reflect N/A if there is no accepted offer on a property.
 
UTILITIES
 

September 27, 2012

posted Sep 26, 2012, 11:20 PM by Glen Stephens   [ updated Oct 3, 2012, 4:17 PM by April Talley ]

 ADMIN
 
AUTO TASKS
 
CALENDAR
 
EMAIL
  • [FIX] Fixed email issue with the new version of Safari.
 
EXPENSES
 
FORMS
  • [NEW] Added descriptions to forms at the property, offer and preservation level.
  • [CHANGE] Contract Amendment and Termination forms now auto populate the offer acceptance date when the form is created.
  • [CHANGE] Contract Termination forms now auto populate the earnest deposit amount when the form is created.
  • [CHANGE] Contract Amendment forms now populate Special Provisions in the Other box when the form is created.
 
MARKETS
 
OFFERS
 
PHOTOS
 
PROPERTIES
  
 
VENDORS
 

August 7, 2012

posted Aug 7, 2012, 10:41 AM by Glen Stephens


DOCUMENTS
 
 
MY ACCOUNT
 
NOTES
 
OFFERS
  • [FIX] HomePath offer fetching would return opposite results for Buyer using Public Funds.
 
PHOTOS
  • [NEW] PNG images can now be uploaded as photos.
 
PROPERTIES
 
REPORTS
  • [NEW] Added Property Entered Date to Property Reports. This allows reporting on when the property was entered into Broker Brain.
 

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