To help agents stay on top of their active listings and ensure data hygiene, it would be valuable to introduce an automated monthly email reminder that is user-specific and highlights any Ageing Disposals they are responsible for within the system.
This feature would serve two key purposes:
Accountability – Encourages agents to take action on disposals that have not been updated within a defined timeframe.
Timeliness – Ensures that records are regularly reviewed and reflect current market activity or updates.
The reminder should include a summary of ageing disposals, a prompt to review/update them, and ideally a direct link to each record. This will promote consistent system engagement and more accurate pipeline visibility for teams and leadership.
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General Feature Request
Disposals
7 months ago

Hailey from Kato
Get notified by email when there are changes.
General Feature Request
Disposals
7 months ago

Hailey from Kato
Get notified by email when there are changes.