Author name: Cesar Gonzalez

Enhanced Filtering Options for Property Selection

I want to propose an enhancement to the property selection process to improve usability and address specific needs during filtering and importing. Here’s the situation and the suggested solution: Current Situation: The existing functionality does not provide the flexibility needed for certain scenarios, such as filtering property owners based on multiple criteria (e.g., multiple properties, […]

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Enhance “State” Selection in Property Contact Information

I’d like to suggest a feature enhancement for the “State” dropdown menu under the “Contact Information” section on the property detail page. Currently, the dropdown menu begins with Alabama and ends with military addresses, and selecting a state is mandatory to update the record. The chosen state appears in generated letters in front of the

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How to Filter Leads by Transfer Value for Efficient Property Prospecting

It would be helpful to have the ability to filter leads based on the “transfer value” when creating a list. For example, identifying properties where the owner paid $0 or a minimal amount (indicating inheritance or gifts) would save time and resources. This feature would allow users to focus on properties that were not recently

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When clicking on the “Back” button of a record we should get the search criteria we were using instead of all the records.

When I execute an advanced search and choose to edit a record in the result set, upon clicking the “Back” button, I would expect to return to the same list so I can work with another record in the list. Instead, it’s a random default search result. So I have to rerun the advanced search

When clicking on the “Back” button of a record we should get the search criteria we were using instead of all the records. Read More »