What is the CRL (Create Request List) Feature?

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6 comments

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    Jonathan Hettrick

    Thanks for the super quick reply. This is perfect.
    Jon

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    Bryan Beneke

    No answer yet? That's not like you guys, I usually get some feed back right away. I hope your not getting to be to big of a company, that you forget about us little guys.

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    Jonathan Hettrick

    Is there a way to add an item from the general report after the CRL has been created. The agent decided something that was not listed in the summary should now be added to the CRL.

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    Nick

    Hello, Sorry to miss your article comment. Currently the CRL only works with full HTML reports on the Dashboard. There is an option when a customer or real estate pro clicks to make a CRL were they can choose all items in the report or only the summary items. That way they do not have to go through all of the items when building the CRL. Inspectors in these cases upload both the full report and the summary only so that the CRL is accessible to customers. I will email some examples of what that looks like to the customer.

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    Nick

    Yes, When they go back to the CRL they will have the option to choose from All Items, or Summary Items Only. If they click All Items it will then take them to the first Item from the Report that was not already looked at. I can not send screen shots on this reply so I will email you as well.

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    Bryan Beneke

    My summary is all anyone see's for negotiating the deal. My full report comes several days later. I guess my question is: What good is this tool to me and my client if they can't use it with the summary???

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