CONNECT THE APP TO SMART PHONE OR A DIALER

AFTER DICUSSING WITH ALBERI - WE HAVE SEEM EFFICIENCY CALLING FROM THE APP FROM THE COMPUTER IF WE CAN INTEGRATE A DIALER INTO THE APP TO CALL DIRECTLY FROM THE COMPUTER THAT WOULD BE AMAZING.

TAX LIEN LEADS

When we add tax lien leads we should put a date - when the tax sale happen is it was in the past or in the future. - this way when we call we know a date to have in mind and ask the owners

SHERIFF SALE DATES UPDATES

Is there any way that sheriff sales can be updated automatically on the app ? When they change in the websites for the county ?

ADD LEAD CATEGORY FOR ALL HOMES THAT ARMANDO IS INTRUCTED FOR DO MORE RESEARCH

THIS ONE IS SUPER IMPORTANT WE NEED TO HAVE A SECTION FOR ALL PROPERTIES THAT ARE REPORTED FO ARMANDO TO DO MORE RESEARCH AND VACANTS - for example when I go to a home and is vacant and the owner die we give instructions to Armando to research all those leads and provide with more contact information, family members and etc. THOSE ARE HIGH PRIORITY LEADS AND WE SHOULD HAVE AUTOMATIC ACCESS FO CALL THEM AND FOLLOW UP IN A PRIORITY BASE. They should also come back as a new lead in the line once research by Armando

Add FOR SALE BY OWNER TO THE APP

We have to add a lead category for for sale by owners these are motivated sellers and a great lead source.

Add column customization to desktop Properties page

Add lead source -

For sale by owner Paid per click We will start buying online leads soon and this will be 2 new lead source that we would like to add into the app. The goal is to eventually have the entire team live here and prospect from here and have a separate team follow on leads from podio.

PLEASE ADD DATE THE LEAD WAS IMPUTED INTO THE OVERVIEW

IS IMPORTANT FOR US WHEN WE CALL AND KNOCK TO KNOW WHEN THE LEAD WAS UPLOADED INTO THE APP THIS HELPS US UNDERSTAND THE AGE OF THE LEAD IN THE APP

ADD AGE TO THE CONTACT ON THE APP

WHEN WE ARE CALLING AND APPROACHING INDIVIDUALS IT HELPS TO KNOW AGES SO PLEASE ADD THIS TO THE CONTACT

WHEN THE LEAD TRANSFER TO PODIO - MAKE SURE ALL NUMBERS WORK

CAN WE SET UP THE TRANSFER TO PODIO TO MAKE SURE ALL PHONE NUMBERS TRANSFER WHEN THE LEAD IS PUSHED RIGHT NOW IS ONLY ONE NUMBER THAT TRANSFERS AUTOMATICALLY

Single Sign On

Single Sign On(SSO) allows users to use their Google or Apple accounts to sign into the app bypassing passwords entirely

Email Service

This will allow users to be invited through an email, reset passwords and setup 2FA(email codes)

Mobile App

Bring back the butting to go back to the page

I notice you removed the button of going back to the previous page, we should bring this back because when you are trying to search and want to go back to the same list once the app is in your phone it quicks you back to the main page and you loose the list you are trying to work on

Work automation to automatically push the lead to podio

We will eventually benefit from having the ability to push leads directly into podio

CONNECT - leads on the app if duplicated or the same seller

We often find that one person owns two or three or four properties and it would be nice if we can have the ability in one contact to see those other properties meaning if I’m calling one seller who wants multiple properties in the app already I would like to see that connection so I can identify that for example 1141 Commerce Ave union NJ the same Seller also owns 1104 Liberty Avenue Union New Jersey Jersey if we can have a way to connect both leads so we can see it when we’re calling One that would be great

(OFF MARKET SELLER-NOT LISTING)

Hey Vlad on the app I want to create a lead status under (OFF MARKET SELLER-NOT LISTING) this would be for sleler we talk to and said they will sell but wont sign to transfer all those leads there that w ecan eventually track down

Import performance improvements

For all vacant homes - uploaded form our chat

This is for Armando and Vlad - let’s make sure that when a lead is input into the app from the research chat we include notes provided by the lead provider, such as high grass, under construction, property vacant, a lot of items in front etc

Improve Matching Algorithm for Imported Properties to allow looser address matching

Bulk Option to Delete / Add Status, Case Type / Source / Tags

Please add an option that lets us delete in bulk and add status / case / source / tags in bulk and other filters as well

Add a feature - where I can save the lead to follow up or create a follow up list

When we go door knocking sometimes we find a lot of homes that we want to come back a second time, so more research, follow up or save somewhere to not loose it. Maybe we can create a folder where we can save those really hot leads to come back to kind of like a follow up list - inside the app

Add feature to scroll to the next contact

when I open a lead, sometimes I want to go to the next lead and I have to get out and go to the home page and loose track of what could of been the next lead. Can you add a fetuses to scroll to the next lead rather than having to hit home to get out and start from the beginning search the leads all over