REALTORS

Deals

• Create Deals
• Clone Deals
• Rename Deals
• Upload file(s) for individual To Dos
• Leave a remark in the "note" field
• Create "1 off" To Do's from Deals page
• Contact involved parties using email interface
• Download Completed Deal ZIP

Dashboard

• Full Access

Managing Broker

Deals

• Create Deals
• Clone Deals
• Rename Deals
• Upload file(s) for individual To Dos
• Leave a remark in the "note" field
• Mark To Dos as "complete / incomplete"
• Approve To Dos.
• Create "1 off" To Do's from Deals page
• Contact involved parties using email interface
• View Activity Log
• Download Completed Deal ZIP

Dashboard

• Full Access

To Dos

• Create To Dos
• Edit To Dos

Requirements

• Create Requirements
• Edit Requirements

Admin

• Manage Users
• Create Deals
• Edit Deals
• Create Deal Types
• Edit Deal Types
• View Activities

Office Administrator

Deals

• Create Deals
• Clone Deals
• Rename Deals
• Upload file(s) for individual To Dos
• Leave a remark in the "note" field
• Mark To Dos as "complete / incomplete"
• Approve To Dos.
• Create "1 off" To Do's from Deals page
• Contact involved parties using email interface
• View Activity Log
• Download Completed Deal ZIP

Dashboard

• Full Access

To Dos

• Create To Dos
• Edit To Dos

Requirements

• Create Requirements
• Edit Requirements

Admin

• Manage Users
• Create Deals
• Edit Deals
• Create Deal Types
• Edit Deal Types
• View Activities

Compliance Officer

Deals

• Leave a remark in the To Do "note" field
• Mark To Dos as "complete / incomplete"
• Approve To Dos.
• Contact involved parties using email interface
• View Activity Log
• Download Completed Deal ZIP

Dashboard

• Full Access