While we're still steadily working on our new version, we couldn't wait to give you updates that you can use now! Below is a list of features that were just added this week.
Required Deal Files
We have added a new Company switch “Required Deal Files” to your Application Settings page. When enabled, administrators will be able to specify the files that must be added to the Filing Cabinet before the deal can be closed. The system will prevent the deal from being closed if any files are missing. To learn more about this, read the new Application Settings page and check out our Required Deal Files video.
Chance of Closing - Cashflow View
We have listened to your feedback and have added the ability to update the Chance of Closing from within the Cashflow View on the Accounting and Pipeline pages. To update the Chance of Closing, simply double-click in the cell, just like you would in the Transaction View.
Latest Note Date - Pipeline/Accounting Pages
The Latest Note displayed on both the Pipeline and Accounting pages will now have the date in front of it. This makes it easier for agents to know when the notes were last updated and to focus on deals that require attention.
We would love to hear your thoughts on these new features and any other suggestions you may have. Please do not hesitate to share your feedback with us. We strive to provide the best possible experience for our users, and your feedback is invaluable in helping us achieve that goal. Please reach out to us at Support@realcoreapps.com.