iQ Office Version 5.0.9

iQ Office Version 5.0.9

New Feature   Testimonials At long last, testimonials are here! Agents and companies may now enter client testimonials in iQ Office to be displayed on the agents’ profile pages. Once approved for display, these sought after star ratings and client comments will be visible on both the company website and agents’ personal websites. The system will automatically compile survey testimonial responses in iQ Office, but none will be visible until the agent sets the “Display on Website” to “Yes” to prevent negative comments and false testimonials from displaying.   PAPERLESS     Messaging Templates Now you can create pre-built templates to be used when communicating with agents and others associated with a transaction. Each template may contain merge fields, allowing customized communications with those individuals involved in the transaction. Checklist Managers By Office Companies can now specify the manager of each transaction checklist template by the office the agent is associated with. This allows more control over which staff member is responsible for checklist management and compliance. Import Documents From Home Folder Now agents can easily add documents to a transaction by importing them from their home folder.   LEAD MANAGEMENT     Referral Management Companies may now enter leads and specify the referral information for individual leads. Once the lead is added to a transaction, the referral will automatically be created with the details from the referral on the lead.   LEAD ROUTING     Keep Lead In Office A new lead routing rule is available for companies to choose on all lead sources for keeping a lead within the office it originated. By enabling this routing rule, once a lead is offered to...