ESTIMATED TIME FEATURE SAVES: 5 to 10 minutes per search
Monitoring your Deals for changes is key, but it’s difficult to do that without the right tools. One of our latest updates helps you search Deals faster and easier–and whenever you need to.
Advanced Search Functionalities for Deals
On the Deals page in the Rechat web app, you’ll now find a Search tab in the upper left-hand corner. The new search filters let you refine your Deals’ listings and contracts based on any of the following:
- Listings and Contracts
- Executed Date
- Closing Date
- Listing Date
- Listing Expiration
You also have the option to export your search results as an Excel spreadsheet. Team admins can later reset each filter individually or simultaneously on an as-needed basis.
Setting Roles for Deals Contracts
This Deals feature also lets you specify the roles needed to sell and lease properties in an individual Deal’s checklist. When you add a new property, you can select the required roles, any optional ones, and add them to the Checklists section.
Agent Use Case
Filter and find the Deals you’re looking for with a few clicks of your mouse. Get the info you need in minutes instead of searching manually.
Brokerage Use Case
Update your team’s Deals filters based on the listings your agents are working on. Set up the dashboard to display only Active and Pending items or whichever combination you need.
Can’t wait to learn more about this feature? Check out all the details and the step-by-step walkthrough in our Help Center.