May 23: Release Notes

The following items were released May 23:

Changes to Residential Lease property type, and other updates to Listing Management.

As part of our ongoing work to improve Residential Lease data, changes were made to this property type in Listing Management and updated accordingly in Search and displays. View the complete list of changes here.

In addition to these changes, the following updates were made to Listing Management:

• If you enter an extra space in the Street Name field, the system will automatically remove the space. Please note: for listings that are populated from the Tax record or copied from an existing listing, any formatting errors will only be corrected if the Street Name is edited.
• In all agent fields, the system will display the Agent’s Preferred First Name and Last Name instead of the Agent’s Contact Name.
• If a published listing is edited and the Expiration Date is in the past, subscribers will be required to update the Expiration Date to a date in the future or change the status to Canceled, and then enter the Listing Agreement Cancel Date in order the publish the listing.
• If a published listing is edited and the Expiration Date is within the next 7 days, subscribers will be reminded that the listing will expire within the next 7 days unless they update the Expiration Date.

Updates to Financial Calculators:

• The Total Proration Fields has been added to the Seller Net Sheet. This field represents the total amount of taxes that is being prorated and will illustrate the total amount for the time period shown. It will also fill the prorated amount in if subscribers enter this total field and the dates that the taxes cover.
• The Prorations on the Seller Net Sheet will now calculate correctly for Washington, D.C. They were previously taking the Annual Tax amount and applying that to the 6 months tax schedule.
• The calendar option on the Buyer Closing Cost and Seller Net Sheet will now offer a check on proration dates. Here’s how it will work:
  • When entering the From Date in the proration section, the calendar option that pops up will allow any date to be entered as long as it is before or the same as settlement date.
  • When entering the To Date in the proration section, the calendar option that pops up should allow any date to be entered, as long as it is after or the same as settlement date.
  • The From and To dates cannot be the same.

Synopsis Report is now available, and other updates to Search and reports.

• Both Agent and Client Synopsis reports are now available in an HTML or PDF report format for Residential Sale and Lease. The PDF version also displays page numbers. View this article to learn more.
• In the Client Portal, My Hit Counters now register/track in addition to Active, Coming Soon, Active Under Contract, and Pending Listings.
• The Client Portal Display now shows all fields and sections from the Client Full Display for all property types.
• We’ve replaced the mobile phone icon with an updated Homesnap Pro icon that will enable you in one click to send a text with a link to view the listing on your smartphone. View this article to learn more.
• The Appraiser Parcel One-Page report has been renamed Public Records/Appraiser One Page.  View this article to learn more.
• The Client Parcel Full report has been renamed Client Public Records Full.
• When a client adds a note on a closed listing, the most recent Portal activity email that the agent receives now provides a link to view the listing on their mobile device. This mobile view of the closed listing will also include the Close Date and Concession Amt fields.

 

For information on past system releases, click here.