RBO Feature Requests

When searching for the office revenue, I'd like the option to include the amount received by the office prior to deducting commissions paid. I need the breakdown of residential sales, leases, etc. with the total revenue for each of these types of sales prior to paying commissions. This information is necessary when applying for a new insurance policy and there is no way of obtaining this breakdown.

Sometimes the brokerage needs to know the price range agents are working in and be able to sort transactions by sales price so we can isolate highest price transaction etc.

The reason I think this would be a good feature to include is because of the NAR Settlement, where we are going to need to list our buyers for compensation. The brokerage will be held responsible for the listed buyers, and it would be nice to have an easier way to access those transactions separately.

With our contracts there is a time stamp included with our deadline dates. For example when a offer is submitted, it is listed to expire at a specific date & TIME, ie. 5/3/2024 12pm... (not end of business day but a specific time) It would be helpful if RBO added this too.

I'm a bit disappointed that new agents are unable to complete their onboarding process online, including the signing of brokerage and employment agreements. Having this capability would save me considerable time, as I currently need to send these documents through a different platform and then have them uploaded to their profile on Realtybackoffice.

Task gets checked. E-mail goes out. Examples. Buyer makes mortgage application. Email automatically goes out that it is complete. It would also be awesome to be able to select a document to attach to it. For example. Mortgage commitment received. (select actual commitment doc and gets sent to all parties checked for that task). Be able to select which template and what parties in the transaction receive it.

When sorting the current transaction by status (active pending closed etc.) The transactions are sorted alphabetically by name instead of in the order of the transaction sequence. Are we able to order/sort the list by transaction status to where it orders them in order of transaction stages instead of alphabetically? Pre-listing, active, pending, closed etc Essentially each chronological stage of deal could be assigned a number value (clicking the transactions column to order by transaction status it will order pre-listing first ,then active, then pending, then closed etc) This could also be accomplished by creating click filter buttons at the top of the list to quick filter deals by transaction type

Ability to input City, State/Prov, and Zip other than only USA.