Product Updates

July 27, 2015

  • In the Consolidated Tasks page, we greyed out the "Task Creator" and "Task Assignee" table headers to indicate that they are not sortable. You should use the advanced filters to view tasks based on the task assignee or creator.
  • Fixed a bug with the Property Closing Information window that shows up after you change a transaction status in the Transactions List page, whereby the date picker would not appear when you would try and change the closing date.
  • Fixed a bug with the notification email for receiving a new Message, whereby the link to the message would direct you to a jumbled up page.
  • Fixed a bug with the Credit Card Expiration emails. They were going out to users who had requested to have their subscription cancelled at the end of their next billing period.
  • Added the Property Type field when creating buying transactions.
  • Added HTML formatting to the notification email for receiving a new Message so it is not one big block of text.
  • Improved the experience when receiving email notifications when not already logged into Reesio for things like being assigned a task, task due date changed, task comment received, and document shared. Previously, if you weren’t logged in when clicking on the notification in the email, it would take you just to the Transactions page. Now, when you click on the email notification when not already logged in, it will first prompt you to log in, and will then take you directly to the task, document, etc. that you were notified on.
  • Updated the content for some welcome emails.

July 20, 2015

  • Fixed a bug on the Activity page within a transaction, whereby you would get an error message if an activity related to a "task due date change" was based on a due date rule containing the transaction date, and no transaction date existed.
  • Updated the email sent to invited transaction members to make it more clear that they don’t have to pay to use Reesio as an invited transaction member (for members that are not in your brokerage). They only need to pay for transactions they create and for using the CRM portion of the product.
  • Added the contact owner information to the contact section of the Lead Details page. This will let the user know who owns the contact and whose Address book it's in.
  • To make sure that you don’t lose access to your Reesio account, we have implemented a credit card expiration date reminder to let you know when your card is about to expire. You’ll start getting email and in-product notifications 30 days before the expiration date, reminding you to update your credit card in Reesio.
  • We added a "Make default credit card" option when you add a new credit card on the Billing page. This means you no longer have to go through a two-step process of adding a new card and deleting an old card in order to make the new card the default card.
  • We fixed a bug in the Advanced Filter section of the Address Book, where if you typed in a query to search for a tag, it would duplicate that query in the email list search box.
  • Made some changes to the Password Reset form to make it clearer on how to request a new password if your password token has expired from the previous request.

July 13, 2015

  • Fixed a bug in the contact importing section of the Address Book where it would not accept CSV files exported from LinkedIn.
  • Fixed a visual design issue with the Make Offer feature on the Single Property Page Websites, where the input fields were being distorted.
  • Fixed a bug with the Commissions Page where the information was not getting sorted correctly if there was too much transaction information to process.
  • We extended the password expiration token for creating new accounts from invitation emails to 7 days (previously, you needed to create a new account within 3 days, otherwise the token would expire).
  • Increased the amount of content allowed for the following listing fields in the Details page of a transaction: Appliances, Building Amenities, Additional Indoor Features, Additional Outdoor Features.
  • Fixed a bug in the Address Book, where you could get stuck on the page if you updated a contact’s information and then did some type of action, such as add a tag, add to email list, create a lead, etc.

July 6, 2015

  • You can create multiple leads for the same contact. Before it only allowed you to create 1 lead per contact.
  • Made changes in the Address Book to make it super clear that you have filters set on your contacts. A message will appear above your contacts that indicates the type of filters you have in place: search, tags, and email lists. The filter button will also indicate the total number of tags and emails lists that the results are filtered by. You can also clear all the filters by clicking on the "X" button to the right of the filter message.
  • Fixed a bug with the Offers Feature where the offer documents were not being automatically shared with the assigned agent. Now when an offer is made, the offer documents are automatically shared with the Assigned Agent, the Listing Agent, and the Seller at the time the offer is made.
  • Made some changes to the design of updating fields in the Address Book. Now when you click to edit a contact field you will need to hit save to close down and save the input fields. Before, you could just click on another field, which gave the impression that your changes were saved but were not. You’ll also get warnings when you try to leave the page or the contact if you still have fields that you haven’t saved yet.
  • Fixed a bug where the blue Create Transaction button was showing up on the Email List page. Since the Email List page is part of the CRM product, it now shows the Create Lead button instead.
  • Fixed a bug in the Lead Details page where if an assigned agent clicked on the Lead Contact to view the contact information, they would get an error message.
  • Made a change to the Add Seats window in the Billing Page to default the number of seats to 1 instead of 0.
  • Added a loading indicator to the Email List page so users are aware that something is happening while they wait for their email lists to load.
  • Added a redirect on our old features pricing page link to go to the features sections of our home page. Make sure to update your bookmarks if you still have that link around.

June 29, 2015

  • You can now mass create leads from your contacts in the Address Book, which will allow you to streamline creating leads instead of doing it one by one.
  • We’ve added the ability to export just a portion of your contacts in the Address Book instead of having to export all your contacts at once.
  • Made some improvements to mass deleting, tagging and adding contacts to email lists in the Address Book. When you select multiple contacts to apply these actions to, a message will show up notifying you that the actions are being applied, and to email support if it’s not completed after 10 minutes. In most cases, the actions are pretty quick with these new improvements.
  • Fixed a bug with the Address Book where the phone numbers and addresses of contacts were not displaying.
  • Improved the creation of tags in the Address Book by automatically setting the preference to “Add” when you create a tag. This way, you don’t have to take the additional step of clicking the preference to add the tag.
  • Added an initial state to the menu for creating a tag and an email list in the Address Book. This makes it clearer on what you need to do to create a tag or an email list.
  • Fixed a bug in the Leads page where a user could not create a contact by adding them to the lead.
  • Fixed a bug with the MailChimp integration where the names of the contacts you synced to MailChimp were not showing up.
  • Fixed a bug with the MailChimp integration where the MailChimp contacts linked to a Reesio email list were not deleted from MailChimp when you deleted the corresponding contacts in Reesio.
  • Fixed a bug in the Email List page where the last synced time would not update when the sync to MailChimp had indeed taken place.
  • Fixed a bug with sorting by creator in the table view of the Transactions List page.
  • Fixed a bug with the MailChimp integration where MailChimp lead activities would not sync if there were 50 or more contacts in a Reesio email list. For example, if you had 51 contacts in an email list and you went to the Lead Details page for those contacts, the MailChimp lead activities would not show up.
  • Improved the user experience for updating the items in a template in the WorkFlow Template page. Now when you click to edit a field like the title, the field will remain open until you click save. Before you could click on another field and the previous open field would close. This gave the appearance that the item was updated but it was really not because the save button was not hit. The interface will also give you reminders to save if you navigate away from the page or from the current Workflow Template.
  • Added some messaging to the Make Offer modal to let an assigned agent know that they cannot make an offer on their own listing.

June 22, 2015

  • Reesio is excited to announce that it has launched some great new CRM features! The launch includes the following new features:

    • An integration with the email marketing platform MailChimp, which will allow you to create email lists in Reesio that you can then sync to your MailChimp lists. This will allow you to set up drip email campaigns, access email templates, and set up email blasts within MailChimp based on your Reesio email lists.

    • Reesio will track email activities of your synced email lists so that whenever an email is sent through MailChimp, an activity will show up in that contact's lead within Reesio. Email activities tracked include: when an email is sent, opened, clicked, unsubscribed, and bounced.

    • Manage your contacts better with our new tagging system which will allow you to add/remove tags on multiple contacts.

  • As part of the above features launch, you can connect your MailChimp account to Reesio directly on the “Marketing” page (which can be found in the main navigation tray under the CRM & Marketing module). There is also more information about our MailChimp Integration once you have connected your account.

  • Fixed a bug in the Address Book where if you filter contacts by certain tags, the results would display the contacts and only show the tags that you filtered by (i.e. if the contact had more than one tag, those other tags wouldn’t show next to the contact after filtering).

  • Fixed a bug in the Address Book where tags would be shared across all members of your brokerage instead of them being private only to you.

  • Optimized the Single Property Page Website’s Facebook sharing image to ensure the primary photo gets picked up when sharing the single property page website on Facebook (before, it was choosing 1 photo that you uploaded at random).

  • Fixed a bug with the Single Property Page Website’s preferences on the Marketing page, where if you had it set to “Yes” (to display the SPPW for all listing transactions), it sometimes wasn’t applying that setting when you created a listing transaction (you then would have to go into the Transaction Settings and turn it on for that individual transaction).

  • Fixed a bug in the Address Book where contact phone numbers and addresses were not displaying.

June 15, 2015

  • Fixed a bug in the Address Book filters where a user was able to add the same tag more than once to the filtered tag list. This was confusing because you can’t really filter by the same tag twice, so we are now only allowing the user to enter a tag once in the filter list.
  • Fixed a bug in the Address Book, where clicking on "remove tag" for a contact would remove a different tag on the screen, but upon a page refresh, it actually removed the correct tag.
  • Fixed a bug in the Commissions page where commissions were blocked from being saved when the listing price was missing for the transaction.
  • Fixed a bug in the Commissions page where certain commission data was not showing due to massive amounts of transaction data.
  • Added content to the document viewer in the Workflow tasks (for linked documents and searching for linkable documents), letting users know if they don’t have permission to view the document.
  • Fixed a bug where a creator of an envelope who sent documents off for signature and was NOT a signer on the envelope was not getting the final activity showing that all parties had signed the envelope. If the creator WAS a signer, there was no bug and the activity showed.
  • Continued working on our MailChimp Integration to allow for drip campaigns, auto responses, and email campaigns! This feature is set to launch next week Monday!

June 8, 2015

  • You can now tag contacts upon import! You can do this by either manually choosing a tag when importing your contacts, OR by having a tag already as a field within the CSV file that you’re uploading. This will allow you to organize your contacts more efficiently without having to spend the time to go through and tag each one!
  • Added a support article for how to set up leads to automatically import from Placester. Click here to read the support article.
  • Added an error message if you try and assign seats when there are no paid seats available. Previously, the loading indicator would just keep spinning. Now, it prompts you to purchase more seats.
  • Updated the order in which signed document activities are shown in the Activities tab. Previously, it would show the activity that all parties had signed a document prior to the activity of the last person signing it (which didn’t make sense). Now, it shows the activity for the last person who has signed it before it shows the activity that all parties have signed it.
  • Fixed a bug on the leads page where it would stay stuck on the loading screen if one of the leads had an activity with a blank note.
  • Fixed a bug where transactions details were not saving. The error occurred when certain data from the commission's information for the transaction was missing, so we added validation to the commission's information form to make sure that data is entered in.
  • Increased the number of characters shown for the document name in both the Documents tab and Activities tab (previously, it was being truncated after only about 40 characters, which made it tough to read document names that were longer).
  • Fixed a bug in the Address Book where clicking on the last page button would show you the second-to-last page of contacts.
  • Added content to the trial expiration emails, letting users who were invited into transactions from outside of the brokerage of the creating user know that they can ignore the email if they’re not using Reesio for their own transactions or leads. This is because users who are invited into transactions from outside of the brokerage of the creating user do NOT need a paid Reesio account unless they’re going to use Reesio for their own transactions and leads (i.e. clients, third parties, agents from other brokerages, etc.).
  • Continued working on our MailChimp Integration to allow for drip campaigns, auto responses, and email campaigns! This feature is set to launch on June 22nd.

June 1, 2015

  • Added a "Manufactured" property type to the list of property types for a transaction.
  • Continued working on our MailChimp Integration to allow for drip campaigns, auto responses, and email campaigns! This feature is set to launch on June 22nd.

May 26, 2015

  • Updated some terms to our Reesio University page. Existing Reesio customers who are experts in our product can earn extra ca$h by teaching classes on how to use our product to new users. Please visit our Reesio University page for more details.
  • Added a support article for how to set up leads to automatically import from Home Value Leads. Click here to read the support article.
  • Continued working on our MailChimp Integration to allow for drip campaigns, auto responses, and email campaigns! This feature is set to launch in June.

May 18, 2015

  • Added the billing subscriber information to the seat assignment tooltip in the brokerage members page for admins. This will let other admins in the brokerage who to reach out to in order to adjust seat assignments.
  • Fixed an issue with the "add credit card form" not completely clearing out previously data entered in when the window was closed down.
  • You can now automatically import your leads from the following lead providers: Fairfax Virginia Homes, Placester, StreetEasy, and The MLS.
  • Added a tooltip for voiding/canceling an envelope.
  • Fixed an alignment issue with the Reesio logo in the single property page websites.
  • Continued working on our MailChimp Integration to allow for drip campaigns, auto responses, and email campaigns! This feature is set to launch in June.

May 11, 2015

  • Revamped our homepage to better highlight the features that we offer. It’s now easier to find the information you need to learn more about Reesio.
  • Added back the option to open linked documents in a new tab within the Workflow/Compliance section. There is still the previous option to open linked documents within the same viewer on the same page.
  • You can now automatically import your leads from Home Value Leads.
  • Continued working on our MailChimp Integration to allow for drip campaigns, auto responses, and email campaigns! This feature is set to launch in June.

May 04, 2015

  • Fixed a bug where invited agents in a transaction could not invite other members into that same transaction.
  • Fixed a bug where voiding/deleting an envelope in Reesio did not reflect on EchoSign’s website directly. So now if you void/delete a pending envelope in Reesio, it will get voided/cancelled in EchoSign and the signees will no longer be able to sign the documents for that envelope.
  • Fixed a bug where the subject line was getting cut off in the transaction Messages tab.
  • Updated the information tooltip on the photos page to let users know of our recommendation to only upload 10 photos at a time in order to make sure the upload is successful.
  • Fixed a bug where the pending signature avatar would stay greyed out even though the user has already signed the document.
  • Fixed a bug with the tooltip above the avatars in the Pending Signatures page, which were getting cut off if the text was more than 1 line.
  • You can now automatically import your leads from AM Open House! We’re continuing to add new lead providers that you can automatically import leads from, and this is just one of many new lead providers that we’ll be adding in the coming months. Here is the support article on how to set it up for AM Open House: https://support.reesio.com/customer/portal/articles/1966538
  • Continued working on our MailChimp Integration to allow for drip campaigns, auto responses, and email campaigns! This feature is set to launch in June.

April 27, 2015

  • Continued working on our MailChimp Integration to allow for drip campaigns, auto responses, and email campaigns! This feature is set to launch in June.
  • Added the alternate document viewer option to the Workflow tab to be consistent with how documents are viewed in the Documents tab. Before, if you opened up a document from a task in the Workflow, it would just open up a new tab in your browser to view the documents, and you wouldn't use the alternate viewer option. By including this option in the Workflow section, all of the alternate viewer functionality that’s in the Documents section is now also in the Workflow section.
  • Added a new transaction activity for when a document is linked to a task.
  • Fixed a bug where users could not sort photos immediately after uploading them without refreshing the page.
  • Fixed a bug where the tooltip for linking/viewing documents was being cut-off in the linking document search box.
  • Added a description to the “For Rent” Status tooltip on the single property page website.

April 20, 2015

  • We are happy to announce that we have started working on a MailChimp Integration to allow for drip campaigns, auto responses, and email campaigns! This feature is set to launch in June.
  • Added a new transaction activity for when a workflow task is flagged for review.
  • We got feedback from users asking to see the assigned agent information on the Transactions page in the "grid" view because it was more useful to them than the transaction creator (it was already in the "list" view). We kept the creation date in the grid view (but not the transaction creator).

April 13, 2015

  • We've updated our Terms of Service. Please review them HERE .
  • Fixed a bug that was allowing users with observer only roles to go through the invite member process by clicking on the Next button in the modal. We have removed that button to prevent this from happening.
  • Fixed a bug where it appeared that non-admins were able to delete WorkFlow tasks that they did not have permissions to delete (the non-admins could delete it, but upon refreshing, it would re-appear, so it wasn’t really deleted). Non-admins are only able to delete tasks that they create and that are non-compliance.
  • Added a loading indicator when clicking on a single Assign/Unassign seat icon in the Brokerage Members page. Before, it would just sit there without notifying the user it was loading.
  • Added some visual effects to the Groups list in the transaction members page to indicate that it is a scrollable area.

April 6, 2015

  • We changed the color of the red "flagged" icon in the workflow page of the transaction dashboard to black. We did this to create more distinction from the color of the red "not approved" icon.
  • Added a comment icon in the workflow list to indicate that there are comments in the task.
  • Fixed a UX issue that was not allowing you to easily see all of the choices within each field of the Filters section on the Transactions page. Before, you had to scroll to see all of the statuses, property types etc.
  • Fixed a bug in the Leads Table page where you could not remove tags in the advanced filter.
  • Changed the format of how tags are exported for contacts. They are now in one column of the CSV file, separated by commas. Before, each tag was in its own column.
  • Fixed a bug with workflow task notification emails, where it was not auto-selecting the actual task when you clicked on the email link, nor was it showing an error message if the task had been deleted.
  • Fixed a bug with the lead activity time stamp logging incorrectly for certain time zones.
  • Fixed a bug with the CSV importing not being able to recognize characters from different CSV formats.
  • Fixed a bug where not all tags are shown to be able to filter by in the leads table.

March 30, 2015

  • Added a new feature for admins to turn on/off the ability for non-admins to create new Workflow Templates. We did this to give brokers more control over how they want to manage templates in their brokerage, because some brokers wanted to make sure their agents are only following the templates that they set up, while some brokers are ok with their agents setting up their own templates.
  • Added some content to the Messages tab and the Invite Transaction Member window to make it clear that an observer in a transaction cannot send messages or invite other transaction members until they've formally added themselves to a transaction (again, observers are admins within a brokerage who haven't formally added themselves to a transaction, but can still see everything in a transaction). The content that shows up reminds admin observers that they first need to add themselves to the transaction in order to be able to perform those actions.
  • Added an error message in the Workflow Templates page to let users know when their internet connection is offline. We did this to make sure that the edits users are making to the template actually save to our database. Previously, if someone went offline, it would seem like the template changes were being saved in Reesio, but in reality, they weren’t. This resulted in some users reporting Workflow tasks having no titles when they applied templates to a transaction.
  • Changed the activity for when a due date rule is recalculated in the workflow tasks to make it clearer that is was changed by Reesio and not the user.
  • Fixed a bug in the search box of Document Linking within the Workflow of a transaction, which was not letting you search by documents that had been marked as “Sign Later”.
  • Fixed a bug with the Lead Details page where the lead title would become un-editable if it was blank. This scenario happened if you created a lead from a contact that has a blank name.
  • Fixed a bug where the Lead Details page would get messed up if you tried to add a lead process without selecting one first. We have added validation to prevent this from happening and it is now required to select a lead process first.
  • Added an “Annual Property Tax” field to the transaction Details tab.
  • Added error messaging to email/in-product notifications that are connected to Workflow tasks that have been deleted. Previously, when you clicked on a notification that was associated with a task that had been removed, you would just be directed to the general Workflow tasks page.

March 23, 2015

  • We did a design refresh to our Address Book! The design change simplifies the UI and brings more consistency to this feature. As an example, there were selection issues in the previous design where the right pane would show a contact even though multiple contacts were selected on the left pane.
  • You can now export all of your contacts in the Address Book. However, you must export ALL of your contacts -- we currently don’t support exporting subsets of your contacts from your Address Book yet, but that will be available shortly. Click Here to learn more.
  • We added the ability to delete ALL of your contacts in your entire Address Book all at once. Previously, you could only delete the contacts from one page of your Address Book. We also made the distinction between selecting all contacts and selecting all contacts on the page in the re-design. Click Here to learn more.
  • We made a permissions change to who can delete a lead in the leads table. Now, only admins and the lead creator can delete a lead. Before, anyone could delete a lead.
  • We changed the name of the default Reesio workflow templates from “Listing Template” to “Reesio Sample Listing Template” to make it very clear that this is a starting point for your own customized workflow (not a required template that you have to use).
  • In the Brokerage members page, there are several columns you cannot sort by (Join Date, Seat and Permissions), so we made it clear that those columns are not sortable.

March 16, 2015

  • You can now use Zillow’s forwarding rules to import leads into Reesio! This will save you the hassle from having to change your Zillow login in order to auto-import leads from Zillow. Learn more about how to use this feature in the following article: https://support.reesio.com/customer/portal/articles/1916274-forward-your-zillow-leads
  • Added the ability to auto-import leads from Zillow Rentals. In our initial release of Auto-Importing leads from Zillow, rental leads would only get forwarded as an email instead of auto creating those leads within Reesio.
  • There is now one modal that shows both the Forward/BCC Lead Email and the Unique Reesio Lead Email , so it’s clear to users the difference between the two. Both of these emails can now be found under the “Leads Email” button in the upper-right corner of the CRM product.
  • Made the Forwarding/BCC email address for leads not case sensitive. Before, if you made any of the letters in the leads@mail.reesio.com capitalized, the email or lead wouldn’t get created in Reesio. Now it will. For example, now it doesn’t matter if you forward/bcc a lead email to LeAds@Mail.Reesio.com or leads@mail.reesio.com.
  • Expanded the address text on the transactions list grid view to take up the entire width (currently it’s being cut off in the middle).
  • Fixed a bug where the link within the email notification for a comment from a Workflow task wasn’t taking you directly to that specific task within the Workflow (it was just taking you to the Workflow in general but wasn’t highlighting that specific task).
  • Updated the error message content in the email notification for when a lead cannot be created from a supported lead provider email. This makes it clearer to ignore the error message when the email is actually not a lead.
  • Fixed a bug where if a lead provider attached a document to a lead notification email, it wasn’t attaching the document when the email got forwarded to your Reesio unique lead email address. Now, the attachment is included.
  • Updated Lead Activity Timeline to support HTML emails forwarded into the lead.
  • When searching for transaction members while sending a message, sharing a document, or sending a document for signature, clicking on the search box will now show all transaction members initially.
  • Shortened the Documents tab table so that the chat window doesn’t interfere with the last document to click on.
  • If there are no unread notifications in the notifications bell, there is now messaging that states that.
  • When sending or replying to Reesio proxy emails from an account that is not associated with a Reesio account or an account that does not have permissions, an email will be sent to the sender stating the reasons why.

March 9, 2015

  • Reesio is excited to announce that the ability to automatically import leads from Zillow, Trulia, and Realtor.com is now available! Click on a supported lead provider below to learn how to set up auto-importing leads for that lead provider:

  • Added the ability to search by document tag within the document linking portion of the Workflow section. Also re-designed the tags to make it more consistent with the tags in the Documents section.
  • Added in-product notifications (in the notifications bell at the top) for leads that get automatically imported from supported lead providers.

March 2, 2015

  • Fixed a bug with not being able to scroll and see all linkable documents in the Workflow page.
  • Continued working on the ability to automatically pull in new leads from Zillow, Trulia, and Realtor.com into Reesio’s CRM. This new feature is set to launch this Friday, March 6th!

February 23, 2015

  • Fixed a bug with reordering workflow tasks. Before you could not consistently reorder tasks when you were within the open and completed filter.
  • Changed the verbiage of the word “Contacts” to instead say “Address Book” within the CRM product because we wanted to make a clearer distinction between Contacts and Leads.
  • Continued working on the ability to automatically pull in new leads from Zillow, Trulia, and Realtor.com into Reesio’s CRM. This new feature is set to launch on March 6th!

February 16, 2015

  • Added some content on the Pending Signatures tab within the Documents page to make it clear that the page has to be refreshed to view new pending signature envelopes.
  • Fixed a bug in Internet Explorer 11 where the sorting controls for the documents page would get pushed into another line.
  • Fixed a bug where the number shown for the tasks “due next 7 days” in the brokerage dashboard was incorrect for users in certain time zones.
  • We removed the activity for when a transaction member is added because it’s duplicate information.
  • Continued working on the ability to automatically pull in new leads from Zillow, Trulia, and Realtor.com into Reesio’s CRM. This new feature is set to launch on March 6th!

February 9, 2015

  • Made some optimizations to our in-product alert notifications. We now only display the 50 most recent notifications in the notifications bell at the top of the screen. If you have over 50 unread notifications, you can still review them under “See All”. This was done to improve the page loading for users that had high amounts of unread notifications.
  • Fixed a bug with the address line at the top of the transaction dashboard, which was causing the transaction type to disappear when you would update any details the transaction.
  • Added the following activities to the Activity page when the following fields have been updated in the Property Detials page: Escrow File #, HOA Name, Occupancy Status.
  • Added a loading indicator to the Workflow page for when you first hit the page.
  • Added the ability to remove an assignee from a Workflow template item. Previously, you could only add a new assignee or change an assignee in Workflow template items.
  • We are now showing error messages in the Workflow template and Workflow pages when you try and set a date rule without filling out all of the fields.
  • We made some changes to the EchoSign linking process. Please read this support article on Linking EchoSign to review the changes.

February 2, 2015

  • Fixed a bug within Internet Explorer, where if you added a Workflow template to a transaction, it re-directed you back to the Dashboard instead of adding the template. Note that this was not happening in any other browsers except IE.
  • Fixed a bug where if you had a due date rule applied to a Workflow task, and you tried to change the due date separately from the rule, the new due date would not save unless you first deleted the due date rule.
  • Fixed a bug within Internet Explorer 11, where if you clicked the Save button within the due date rules of the Workflow Templates section, it wasn’t closing the due date rules section down (it was, however, saving the due date rule). Note that this was not happening in any other browsers except IE 11.
  • Added some messaging in non-Chrome browsers regarding the “Copy Email” button within the transaction dashboard because the latest version of Adobe Flash needs to be installed in order to access it (Chrome automatically updates Flash every time there’s a new version, whereas other browsers do not -- yet another reason to use Chrome instead of Firefox, IE, or Safari!)
  • Fixed a bug where the scrolling wouldn’t take you down to the very bottom of the Documents tab (making it difficult to see the documents at the end of a list).
  • Changed it so that group members within the “creating group” of the transaction can’t move themselves out of the creating group in the Members section (otherwise they wouldn’t be able to make edits to groups if they weren’t in the default creating group).
  • After using the “Select All” check box at the top of the Documents section, and then sharing all documents with other transaction members, the check box at the top was still staying checked, when that check mark should have been cleared out. The check mark is now being cleared out after sharing the documents.
  • Added a new “Escrow/Title File #” to the Property Details page so that users can add separate escrow/title file information to each transaction.
  • Updated the How It Works page with the new screenshots from the new design launched last week.
  • Added new activities within the Activity section for the following items: 1) when a task due date is changed, 2) when a task date rule is changed, and 3) when a task date rule is removed.
  • Fixed a visual bug for IE where the content of a completed task in the Workflow task list was not showing up.
  • Added back the unit # field to the address line at the top of the transaction dashboard.

January 27, 2015

Reesio is excited to announce that it has launched some great new features today!

These new features include the following:

  • Create relative due date rules for your tasks at the template level by setting the number of days that you want a new task to be due based on important transaction dates like closing and listing dates. Due dates for those tasks will then automatically populate within the Workflow section of the transaction dashboard based on those rules.
  • Assign tasks to brokerage members at the template level. This means when you apply a Workflow template to a transaction, the assignees that you included at the template level will also automatically be added to the transaction and assigned those tasks. No more having to re-invite transaction members or assign those tasks over and over again!
  • Set compliance templates to public and private within your brokerage. This allows individual users to create their own templates for specific tasks that they may need to re-use over and over again.
  • Re-designed Workflow Templates section that gives you a better view of templates and tasks within each template, along with the ability to take mass actions on template tasks like mass deleting, etc.
  • Re-designed Worklow section within the transaction dashboard to better manage your tasks with mass/bulk actions, including mass deleting, assigning, approving, flagging, completing, setting for compliance, setting for visibility, etc.
  • The task approval process is now more streamlined because Reesio auto-completes all tasks when approved.
  • Manage task due dates for Workflow tasks better by having the ability to remove/override any due dates or due date rules applied.
  • Sort tasks by task order, title, assignee, due date, compliance state, approval state, flag state, and visibility state.
  • All of the pages for all other sections of the transaction dashboard have been re-designed to give you more room to operate and view everything, as well as an even cleaner user experience than before!

January 20, 2015

  • When a new user is added to a transaction, we changed the syntax of that particular activity in the Activity tab from "joined" to "added", since the date that we record the activity is the date that they’re added to the transaction (not the date that they join).
  • Continued work on the new Workflow features and the re-design of the transaction dashboard. New Workflow features are going to include several great new things, from being able to set up due date rules and assigning tasks at the template level to sorting and searching for tasks at the transaction level. The re-design of the transaction dashboard will utilize more space and make it cleaner/easier to navigate through it. These new features are set to launch January 27th. We have set up 4 webinar demos for the week of the 27th that are dedicated just to how these new features work. Click HERE to register for a webinar.
  • Continued work on the new CRM features. These new features will include the ability to automatically pull in new leads from third party sources like Zillow, as well as integrate with third party email platforms in order to run drip email campaigns. These new features are set to launch at the beginning of March.

January 12, 2015

  • Fixed a bug where if you previously searched for contacts, and if results came back with less pages than the page number you were currently on, you would get an error message. For example, if you were on page 3 of the contacts and you searched for a contact that only returned 1 page of results, it would give you an error message.
  • Continued work on the new Workflow features and the re-design of the transaction dashboard. New Workflow features are going to include several great new things, from being able to set up due date rules and assigning tasks at the template level to sorting and searching for tasks at the transaction level. The re-design of the transaction dashboard will utilize more space and make it cleaner/easier to navigate through it. These new features are set to launch January 27th. We have set up 4 webinar demos for the week of the 27th that are dedicated just to how these new features work. Click HERE to register for a webinar.
  • Continued work on the new CRM features. These new features will include the ability to automatically pull in new leads from third party sources like Zillow, as well as integrate with third party email platforms in order to run drip email campaigns. These new features are set to launch at the beginning of March.

January 5, 2015

  • Fixed a bug with the assignee/creator filters in the consolidated task list. Previously, if you tried to search for an assignee/creator with a space in your query, it would return incorrect assignee/creator results. This behavior caused some users to incorrectly apply the filter with no actual assignee/creator selected, which resulted in no results being returned in the task list. We also added some content to the filters to make it more clear that a user should be selected from the search list in order for the filter to be applied.
  • Continued work on the new Workflow features and the re-design of the transaction dashboard. New Workflow features are going to include several great new things, from being able to set up due date rules and assigning tasks at the template level to sorting and searching for tasks at the transaction level. The re-design of the transaction dashboard will utilize more space and make it cleaner/easier to navigate through it. These new features are set to launch at the end of January.
  • Continued work on the new CRM features. These new features will include the ability to automatically pull in new leads from third party sources like Zillow, as well as integrate with third party email platforms in order to run drip email campaigns. These new features are set to launch at the beginning of March.

December 22, 2014

  • Added the ability to filter by task assignee or creator on the consolidated/aggregate Tasks page, and simultaneously removed the ability to sort by task assignee or creator. The reason for this change is that most users just wanted to find the tasks related to a specific assignee or creator. This gives them the ability to do this without having to hunt within the sorted list.
  • Continued work on the new Workflow features and the re-design of the transaction dashboard. New Workflow features are going to include several great new things, from being able to set up due date rules and assigning tasks at the template level to sorting and searching for tasks at the transaction level. The re-design of the transaction dashboard will utilize more space and make it cleaner/easier to navigate through it. These new features are set to launch at the end of January.
  • Continued work on the new CRM features. These new features will include the ability to automatically pull in new leads from third party sources like Zillow, as well as integrate with third party email platforms in order to run drip email campaigns. These new features are set to launch at the beginning of March.

December 15, 2014

  • Adobe EchoSign fixed the bug that wasn’t moving completed/signed envelopes that were previously pending from the Pending Signatures tab within Reesio back into the main Documents tab (this bug was on Adobe’s end and we needed for them to fix this). This has now been fixed, so all completed/signed envelopes are correctly moving back into the Documents tab within Reesio once they’ve been signed by all parties.
  • Added “Aluminum Siding” as an exterior type on the Property Details page (which also will show up on the single property page website).
  • Continued work on the new Workflow features and the re-design of the transaction dashboard. New Workflow features are going to include several great new things, from being able to set up due date rules and assigning tasks at the template level to sorting and searching for tasks at the transaction level. The re-design of the transaction dashboard will utilize more space and make it cleaner/easier to navigate through it. These new features are set to launch at the end of January.
  • Continued work on the new CRM features. These new features will include the ability to automatically pull in new leads from third party sources like Zillow, as well as integrate with third party email platforms in order to run drip email campaigns. These new features are set to launch at the beginning of March.

December 8, 2014

  • Modified the content of the error message that is shown if you try changing your email address to one that already exists in our system. Previously, the error message was vague and didn’t make it clear that the error was due to that email already existing in our system.
  • Created the ability to add decimal places to the lot size field on the Property Details page. Previously, only whole integers could be added. So now if you have a lot size that is 1.25 acres, for example, you can enter in 1.25 instead of 1.
  • Added the “acres” label to the Lot Size field on the single property page website to make it clear that the lot size is in acres.
  • Continued work on the new Workflow features and the re-design of the transaction dashboard. New Workflow features are going to include several great new things, from being able to set up due date rules and assigning tasks at the template level to sorting and searching for tasks at the transaction level. The re-design of the transaction dashboard will utilize more space and make it cleaner/easier to navigate through it. These new features are set to launch at the end of January.
  • Continued work on the new CRM features. These new features will include the ability to automatically pull in new leads from third party sources like Zillow, as well as integrate with third party email platforms in order to run drip email campaigns. These new features are set to launch at the beginning of March.

December 1, 2014

  • Added a new marketing video to the Reesio home page! If you haven’t checked it out, be sure to do so and let us know what you think.
  • Added a confirmation when users delete a lead template, asking them to confirm that they indeed want to delete that lead template (similar to the confirmation question asked when users delete a compliance template).
  • Added the HOA field to the single property page website (previously, it was just showing up as a field within the Property Details section of the transaction dashboard).
  • Fixed a bug where if you clicked on the filter of “Tasks Due Next 7 Days” from the transaction management dashboard, the tasks that it would take you to were only the ones that were due for the next 6 days (not 7).
  • Continued work on the new Workflow features and the re-design of the transaction dashboard. New Workflow features are going to include several great new things, from being able to set up due date rules and assigning tasks at the template level to sorting and searching for tasks at the transaction level. The re-design of the transaction dashboard will utilize more space and make it cleaner/easier to navigate through it. These new features are set to launch at the end of January.
  • Continued work on the new CRM features. These new features will include the ability to automatically pull in new leads from third party sources like Zillow, as well as integrate with third party email platforms in order to run drip email campaigns. These new features are set to launch at the beginning of March.

November 24, 2014

  • Fixed a bug where the following fields on the Property Details tab were not showing up correctly on the single property page website: Units, MLS #, APN/Parcel ID, HOA Amount, and View. Also, the Basement field was returning a value of “false” when it should have been saying “no”.
  • Continued work on the new Workflow features and the re-design of the transaction dashboard. New Workflow features are going to include several great new things, from being able to set up due date rules and assigning tasks at the template level to sorting and searching for tasks at the transaction level. The re-design of the transaction dashboard will utilize more space and make it cleaner/easier to navigate through it. These new features are set to launch at the end of January.
  • Continued work on the new CRM features. These new features will include the ability to automatically pull in new leads from third party sources like Zillow, as well as integrate with third party email platforms in order to run drip email campaigns. These new features are set to launch at the beginning of March.

November 17, 2014

  • There was an issue where documents that were uploaded into Reesio that contained certain signature fonts used from other e-signature programs (not Adobe EchoSign) weren’t having some of those fonts show up correctly within the document viewer in Reesio. Documents e-signed within Adobe EchoSign were never affected by this, and documents downloaded from Reesio were never affected by this. To mitigate this problem, we’ve added a second alternative document viewer that users can now switch to if they’re noticing any issues with e-signature fonts not showing up correctly.
  • Fixed a bug where skipped lead template tasks were being logged as completed tasks in the Activities section.
  • Added "Fax" as a phone type choice within the Contacts section.
  • Added "Occupancy Type" as a field within the Property Details section, and have included the following drop-down choices: "Owner Occupied", "Tenant Occupied", and "Vacant".
  • Continued work on the new Workflow features and the re-design of the transaction dashboard. New Workflow features are going to include several great new things, from being able to set up due date rules and assigning tasks at the template level to sorting and searching for tasks at the transaction level. The re-design of the transaction dashboard will utilize more space and make it cleaner/easier to navigate through it. These new features are set to launch at the end of January.
  • Continued work on the new CRM features. These new features will include the ability to automatically pull in new leads from third party sources like Zillow, as well as integrate with third party email platforms in order to run drip email campaigns. These new features are set to launch at the beginning of March.

November 11, 2014

  • Fixed an issue where skipping milestone tasks would break the leads page and stop it from loading up.
  • Fixed a bug where there was a slight discrepancy due to time ranges between the dashboard due tasks and what would be shown when each module was clicked.
  • We've implemented an ability to switch to an alternative in-product document viewer if you are having issues with certain document artifacts not showing up.
  • Made changes to a couple of the welcome emails that go out based on different role types and billing scenarios.
  • Continued work on the new Workflow features and the re-design of the transaction dashboard. New Workflow features are going to include several great new things, from being able to set up due date rules and assigning tasks at the template level to sorting and searching for tasks at the transaction level. The re-design of the transaction dashboard will utilize more space and make it cleaner/easier to navigate through it. These new features are set to launch at the end of January.
  • Continued work on the new CRM features. These new features will include the ability to automatically pull in new leads from third party sources like Zillow, as well as integrate with third party email platforms in order to run drip email campaigns. These new features are set to launch at the beginning of March.

November 3, 2014

  • Made changes to the Billing page to show the annual payment amount for users that are subscribed to the annual plan (prior to this, it was showing the breakdown by month for annual users).
  • Disabled the Upgrade button after it’s pressed once within the window where you upgrade from the monthly to annual plan. This keeps the button from accidentally being pressed multiple times.
  • Fixed a bug where if you copied and pasted anything from Microsoft Excel into any field in the Contacts section, it would trigger the loading indicator.
  • Began work on new CRM and Workflow features, as well as a re-design of the transaction dashboard layout to give users more space and room to work in. The target launch date for all of these features is March 2nd.

October 27, 2014

  • Added the ability to upgrade from a monthly billing option to an annual billing option. Paying annually saves users $72/user/year, so those users who are ready to commit to Reesio long-term can now upgrade from monthly billing to annual billing and save money!
  • Fixed a bug where the Lead activity type was disappearing when clicking on it.
  • Fixed a bug where the Lead template task descriptions were missing within the Lead details after applying a template to a Lead.
  • Fixed a bug that wasn’t allowing users to enter in a listing price of $0 if the property was Inactive, Not for Sale, or Not for Rent.
  • Fixed a bug where imported Contacts that had notes within the CSV file weren’t uploading.
  • Fixed a bug where the Lead contact name wasn’t displaying when forwarding/bcc’ing an email into Reesio (both for new and existing Leads).
  • Removed the requirement of having to enter in a contract date and closing date for Buying transactions (now they’re optional fields).
  • After you click on the orange “Splice” button once, the button becomes disabled now so that it can’t be clicked on multiple times.

October 20, 2014

  • For the past 2 weeks we've been working hard on something a number of customers have asked for. We're excited to finally be able to offer a monthly billing plan! The payment option will be $25/user/month. While we've introduced this, we still recommend subscribing to the annual option to allow you to save $72/user/year. In addition, we've also:

    • Added the ability to add/delete the billing credit card in your billing settings page.
    • Updated our Features & Pricing page with new monthly billing pricing.
    • Updated our FAQ page to reflect our billing changes.
    • Fixed a bug where the promocode was not being reset when the subscribe modal was closed down.
  • We've relaxed validations for certain property detail fields to accommodate for the wide variety of uses.
  • Fixed a bug where deleting the last remaining lead activity item didn't work.
  • We fixed an issue with sending in documents to transactions that was caused by the previous weekly release.
  • Adding a Lead Template Task used to take a ridiculous amount of time. We've fixed the issues with this and adding should now be simple and quick.
  • Fixed a bug with the newly assigned agent not displaying automatically when a lead is assigned in the lead details page. Before you would have to close or click out of the selection for the new assigned agent to show.
  • Fixed a bug with the photo of the assigned agent not showing up in the lead details and leads table pages.
  • We moved the ability to tag contacts next to where the tags are located. Before it was located in the upper right corner and users were having trouble locating it.
  • We have updated our webinar schedule. We will be having them every other week instead of twice a week.
  • We've updated our Terms of Service — please be sure to read them.
  • Fixed a bug where invited users who have not paid for an account were not able to share documents.
  • Fixed a bug where sometimes saving the listing photo caption would cause the photo to disappear.
  • Fixed a bug where some pending signatures could not be re-sent. From this fix, we've had to delay the appearance of recently sent pending signatures. If you've just sent off a pending signature, you'll have to wait up to 10 minutes for it to appear in your Pending Signatures tab.
  • Fixed a bug where the get signature modal was not being reset when closed down. This was causing duplicate document to be sent off for signature.
  • Added some messaging to the get signature modal to make it clear to users that they need to have pop up blockers disabled in order to send documents for signature.
  • Fixed a bug where if you set your filter to view only archived transaction and you un-archive a transaction it would still be showing.
  • We're now more accurately tracking when a single signer signs a pending signature. This gives more real time updates on when individual signers sign a document.

October 06, 2014

  • Added new transaction member roles. You can now also select Investor, Landlord, and Tenant!
  • A much requested feature, we’ve implemented a feature to log activities when a transaction member views a document.
  • We’ve added an activity for sharing documents at a transaction level.
  • We've updated our Terms of Service — please be sure to read them.
  • Improved the user experience of the Notifications bell. When you click on the “Mark all as read” link in the notifications window, it now closes
  • When you email leads to leads@mail.reesio.com, it now stores the subject and which contact the email was sent to.
  • Improved the user interface of creating transactions. Now, there’s more space for fields like City.
  • We've renamed “Process Templates” to “Lead Templates” because we found that to be clearer with our customers
  • You can now e-sign an accepted offer.
  • When sorting contacts, in the Contacts page, we now make it clear what sorting order is currently being used.
  • We've fixed an user experience issue that resulted in creating duplicate e-sign documents.
  • Fixed a bug with custom milestone tasks not deleting dynamically.

September 29, 2014

  • Implemented a major change so that if you invite brokers/agents from a different brokerage into a transaction, those invited brokers/agents will no longer need a paid account after their 30-Day Free Trial is over in order to continue to access the transactions that you invite them into. Before, only clients and third parties that were invited into transactions didn’t have to pay. This should give paying customers peace of mind knowing that they can invite users from other brokerages into their real estate transactions and not have to worry about them ever having to pay. Please note that the transaction creating brokerage is still required to have a paid account for this to be the case, and also that members of your brokerage that get invited into transactions still need to have a paid account after their 30-Day Free Trial has expired.
  • Implemented a new notification email when a Group Billing admin assigns a paid seat to a brokerage member. The brokerage member who has a seat assigned to him/her now receives an email notification letting him/her know that this has been done, and that he/she can begin using Reesio.
  • Added a loading indicator when a CSV file is uploaded in the Contacts section until when the window appears to begin matching CSV fields to Reesio’s fields.
  • Fixed a bug where if you duplicated a Compliance template, the duplicated template wasn’t saving the compliance settings from the previous template.
  • Made it clearer that if you try adding an existing contact to a transaction, and that contact doesn’t have an email address, it now prompts you to enter in the email address for that person so that our system can automatically send that new transaction member an email invitation (before, it was just giving you a generic error message).
  • Changed the setting of how blank contacts get sorted. If you upload a CSV file with blank contacts (where no name exists), it now puts those blank contacts at the end of the list, no matter what criteria you sort by.
  • Fixed a bug where if you assigned paid seats to someone in your brokerage using the check boxes on the left side (instead of the person icon on the right side), it wasn’t immediately showing the change in the number of seats available in the upper-right corner of the Members page (it was requiring a page refresh).
  • Fixed a bug where if you added new tasks to a Compliance template, you had to hit refresh for them to be visible within the template.
  • When a document is un-shared with someone, and that user tries to access the document, the message that shows to the user letting him/her know that they don’t have permission to access the document now has a support article link in it that the user can click on, where it explains why the user no longer has access to the document (the messaging before was generic and people were confused as to why they could no longer access the document).
  • Added a more clear validation error message if the “Title” field was left blank within a new Compliance template item.
  • Fixed a bug where if you edit a Compliance template title, the existing title would not be showing up to edit (the field was blank).
  • Fixed a bug where if you deleted a task within the Compliance template and there were 3 tasks or fewer in the template, the interface would display in an odd format.
  • Added more clarifying language when a document is still processing after splicing and isn’t yet available to share, download, etc.
  • Fixed a bug that was sending out an email for buying side transactions on how to use the Single Property Page Websites and Offers features. That email should only be going out for listing transactions, so that’s been fixed.

September 22, 2014

  • Fixed the time zone being shown for Notes entered into Contacts. Before, it was only showing Pacific time for Contact Notes. Now, it’s showing the time zone that you set within your Profile Settings.
  • Added the ability to import a “Notes” field when uploading CSV files to Contacts. So if your CSV file has a Notes field in it, it will go into the Notes section within that contact in Reesio.
  • Improved the functionality and experience when searching for Contacts to add to Leads (on the Lead Details page).
  • Because we recently added an Expiration Date field for transactions, we went ahead and added this as a column within the List view on the Transactions page, as well as within the Grid view.
  • Because we recently removed having to add the Buyer information when Buyers Agents make offers, we also changed some of the messaging that gets shown when declining/accepting offers.
  • Fixed a bug that wasn’t allowing any admin within a brokerage to delete a pending envelope within the Pending Signatures tab. Prior to fixing this bug, only admins who had originally sent the envelope for signature were able to delete a pending envelope.
  • Fixed a bug that wasn't allowing users to edit a Milestone name if there were no tasks within that Milestone.
  • Fixed a bug that wasn't showing the Units field within the Property Details page (it was only showing when creating a transaction).
  • Fixed a bug that wasn't allowing users to create Multi-Family listing transaction property types.
  • Fixed a bug that wasn't saving the Expiration Date field on the Property Details page after adding it when creating a transaction.
  • Removed the “In Person” activity type for Leads, since we already have a choice called “Appointment”.
  • Fixed a bug where the Listed for Sale date on the transaction dashboard was showing the Created By date.
  • Fixed a bug that was showing decimal places for the completion percentage of the “Get Started with Reesio” progress bar on the Dashboard.
  • Fixed a bug with the tooltip on the Photos page that wasn’t allowing you to click or hover over it.
  • Added a tooltip to the photos upload section within the Profile Settings, outlining the accepted photo dimensions.
  • Updated some of the tooltips within the Create Transaction window based on changes made to the flow in recent weeks.

September 15, 2014

  • Revamped the Create Transaction flow for when a new transaction gets created. Specifically:

    • Separated out the first step to just select whether the transaction is a Listing or Buying transaction.
    • If it’s a Listing transaction, we’ve added an “Expiration Date” field, which a lot of users were asking for so that they could enter in the expiration date of when their listing agreement ends with the seller (this field is optional).
    • If you select “Land” as the property type, the “area” field changes from square footage to acres (which makes more sense for Land transactions).
    • If you enter Multi-Family as the property type, it will prompt you for the number of units.
    • For Buying transactions, we got rid of many of the fields that aren’t necessary because Reesio never creates Single Property Page Websites or syndicates for Buying transactions. Fields that we got rid of for Buying transactions include beds, baths, square footage, property description, etc.
  • Made improvements to the Property Details section of the transaction dashboard to reflect some of the new changes we made when creating a transaction.
  • Made updates to the address fields when creating a transaction to now accommodate Canadian addresses (which have different zip code formats).
  • Fixed a bug where if you deleted all of the contacts from the last page within the Contacts section, it wasn’t displaying the correct remaining count and page numbers at the bottom.
  • Moved the “created date” within the Contacts section from the left pane to the Contact Details section.
  • Fixed a bug whereby if one admin within a brokerage created a task, and another admin within the brokerage checked off the task as being completed, the email notification would say that the person who completed the task was the original creator, instead of the actual person who checked off the task as being completed. This only happened in this specific example - all other scenarios worked correctly.
  • Fixed a bug that wasn’t saving updates to the Profile Settings page if you weren’t a paying Reesio customer (Profile Updates are still editable even if you don’t have a paid subscription).
  • Removed the requirement to enter in the Buyer’s name and email address when submitting an offer on the Single Property Page Website.
  • Fixed a bug where the “Select All” check box wasn’t working at all within Firefox (was working in all other browsers).
  • Removed the “Counter Offer” button within the Offers tab. Up until now, we were just testing this feature and looking for feedback on it. Since it’s not fully ready yet, we’ve removed the button.
  • Improved the font and background image on the home page to make the sub-header easier to read.
  • Added a sixth step about how to create new leads/contacts in the “Get Started with Reesio” steps on the Brokerage Dashboard after you create a new account.
  • Continued working on optimizing/improving some of the site speed issues that a few pages are still having.

September 8, 2014

  • Improved the layout/design how how emails look that get forwarded into leads. Before, the email showed up as run-on text and alll one paragraph. Now, the email looks just like it does within your email client. Please note that this has not yet been done for emails where you bcc the email into Reesio by replying to a lead or creating a new email to a lead from scratch (it only works when forwarding lead emails into Reesio). We will be re-styling it for bcc emails soon.
  • Fixed a bug where if you tried uploading a CSV file with more than 2,500 contacts in it, it was timing out. Now the import job will continue to run until it’s finished.
  • Changed the syntax of the task notification for a lead to make it clearer what the task is and which lead it’s for.
  • Fixed a bug that wasn’t saving the re-ordering of milestone tasks on the Process Templates page.
  • Changed the design of how you can create a new contact within a lead when there isn’t already a contact. It’s now a drop-down menu choice when searching for contacts, and this matches the design that we have in other parts of our site with similar functionality.
  • Fixed the “time” drop-down menu when creating a new activity on the Lead Details page to show the entire time (before, the time and am/pm was getting cut off).
  • Fixed a bug where if you created a custom task within the Workflow and you hit the enter key within the description, it wouldn’t save the task.
  • Fixed a bug that was duplicating the lead name if you bcc’d a new lead into Reesio via email.

September 2, 2014

  • Reesio has officially changed its pricing for all users to be only $19/user/month (when paid annually), regardless of at when you pay for your subscription! Before, you had to pay within the first 24 hours of signing up for an account in order to get this pricing. Now, you can get this pricing even after your 30-Day Free Trial has expired. You can also still receive bulk discount pricing above and beyond this if you have 10 or more agents in your brokerage and you sign up for group billing.
  • Changed the welcome tour that users get when they create a new account to highlight all of the features that Reesio has, not just the transaction management product.
  • Within the Transaction Groups section, we made it clearer which group was currently being selected and which group was the group that you’re a part of. In addition, we added a link to the video demo on Transaction Groups within the tooltip of this section.
  • Changed the UX within Contacts to by default show the Details tab when you click on an existing Contact.
  • Removed the avatars of transaction members from the Transactions page grid view, and replaced it with important transaction dates. The avatar of the person who created the transaction, however, is still showing.
  • Fixed a bug whereby if you created a new tag within the Lead Details page of a Lead, it wasn’t saving that tag to be searched for and used later on.
  • Fixed a bug where if you clicked on the bar graph within the “Transactions Closing in the Next 7 Days” section, it wouldn’t show you any properties that had an Active status.
  • Fixed a bug where the gravatar was disappearing within the Contacts section if you added a tag to it.
  • Changed the UI for adding a date to custom tasks within a Lead milestone to just be clickable and where you can enter it in. Before, you had to click on a pencil icon to add the date.
  • Fixed a bug where it wasn’t showing the title of the task for any Lead tasks within the Notifications bell at the top (it was just showing the Lead Name & Number).
  • Fixed a bug that wasn’t allowing you to create a Lead activity without selecting a time.
  • Instead of showing the title and company name for a Contact within the left window pane, we’re now showing the phone number and email address of the Contact. This makes more sense since most Contacts are consumers/individuals, not companies.
  • Fixed a bug that wasn’t allowing you to select the activity type of a custom task within a milestone.
  • Fixed a bug that wasn’t showing an error message if you tried to create a blank task within the milestone of a Process Template. Now you’re prompted to enter in at least one character in the task field.
  • Fixed a bug that was sending the wrong email notification to a Buyer’s Agent when he/she submitted an offer.
  • Changed the error messaging that gets shown to users when integrating their EchoSign account if the user already has an EchoSign account.

August 25, 2014

  • Made some significant improvements to the tagging of contacts and leads, which now allows you to more easily search for previously created/used tags, as well as create and save new tags. Should dramatically improve the user experience with regards to adding, saving, and using tags.
  • Added back in the ability to send reminder emails to signers of an envelope that have not yet signed the envelope. We had this functionality with our previous DocuSign integration, and we needed to re-design how it would be done with our new EchoSign integration. Please note that you must send the reminder email to everyone that hasn’t signed the envelope yet (you can’t specify which non-signers to send it to).
  • Fixed a bug where if you created a new contact, added contact details, and added a tag prior to saving the contact details, the contact details would get erased.
  • Changed the UX of entering in and editing fields. Previously, you had to click on a “pencil” icon next to the field name in order to be able to edit it. Now, you can just click directly on the field name to edit it.
  • Changed the UX of saving edited fields. Previously, you had to click on the “Save” or “checkmark” button to save a field. Now you can still do that, but you can also just hit the enter button on your keyboard as well.
  • Changed the design of the Lead Details page to show you the current milestone that you’re on by default if no milestone is manually selected.
  • Fixed a bug where if no tasks existed in the current milestone, and you reset it to the previous milestone, nothing happened.
  • Added both the License # and the NRDS ID of the assigned agent to all single property page websites.
  • Because EchoSign sends out their own confirmation emails when documents get signed by one person as well as by all parties, we’ve disabled the similar Reesio emails that were going out with these confirmations in order to reduce clutter.
  • Fixed a bug that wasn’t allowing new users without a Reesio account to make an offer on the single property page website.
  • Fixed a bug that was allowing you to reset to the previous milestone when you're on the first milestone.
  • Fixed a bug that wasn’t showing the lead name/number automatically within the leads tab within a contact if that contact was created within a lead.
  • Changed the coloring of the progress bar within milestones to be orange for milestones that are in progress, and green for milestones that have been completed.
  • Fixed a bug that wasn’t allowing you to edit the Lead Title for a lead that was created from forwarding an email in.
  • Changed some of the syntax under the Activity Timeline for when leads get assigned or the status of a lead is changed in order to make it clearer what the activity was. Also changed the syntax for when a new lead is created when forwarding/bcc’ing an email into Reesio.
  • Changed a few of the icons within the tray menu in the top navigation bar to make it clearer what those pages are for.
  • Made some content changes within the welcome tour that you see after signing up for a new account from the home page.

August 18, 2014

We held off on pushing any features live for a few weeks while we geared up for our big launch on August 15th. Keep in mind that everything is now all in one place, and all new features are fully integrated with our existing transaction management platform. Here are all of the great new features that we released this past Friday:

  • Contact Management

    • Import your contacts into your Reesio address book by simply uploading a CSV file, manually adding them, or automatically having Reesio create new contacts for you when add new transaction members.
    • Reesio automatically pulls the gravatar photo for all contacts you add.
    • Add Notes to Contacts.
    • Add Tags to Contacts.
    • Add Contacts directly into Leads.
    • Search, Filter, and Sort Contacts.
  • Leads Management (CRM)

    • Set up Sales Processes, Milestones, Tasks, and Rules to follow and track all of your Leads.
    • Activity logs showing a history of all tasks, activities, notes, and emails for Leads.
    • Ability to forward in and BCC in email conversations that you have with Leads directly into Reesio so that you can track the complete conversation history that you’ve had with your Leads.
    • Update and track the progress and status of all Leads in real-time
    • Assign Leads to other Agents in your brokerage.
    • Add Transactions and Lead Sources to Leads.
    • Add Tags to Leads.
  • New E-Signatures via EchoSign

    • No more having to pay for a separate DocuSign account! Instead, E-Signatures powered by EchoSign come fully included and fully integrated as part of your Reesio subscription.
    • In addition to being able to e-sign documents via EchoSign within Reesio, you can also log directly into EchoSign’s website to e-sign documents. From there, you can set up templates and/or use their mobile apps to e-sign documents.
  • Listing Syndication & Single Property Page Websites

    • Syndicate your listing transactions to Trulia, Homes.com, HomeFinder, and Foreclosure.com. No double-entry required and no worrying about having to figure how to send an XML feed to the portals. Instead, Reesio will automatically take your listing transaction details and update the portals in real-time, thus ensuring complete data accuracy at all times.
    • You have full control over which listing transactions you want to syndicate to which portals.
    • You now have the ability to turn off your Single Property Page Websites on Reesio! This has been a frequently requested feature ever since we launched our Single Property Page Websites in October 2013. Now you have complete control over which listing transactions you want to create Single Property Page Websites for, and which ones you do not. In addition, we no longer create Single Property Page Websites for buying transactions.
    • We’ve changed the “Conact Agent” button on the Single Property Page Websites to instead just be a “Make Offer” button, and are now including the email address of the listing agent directly on the page. This eliminates the need for Buyers to go through the process of having to contact the listing agent through Reesio, and instead, they can just email (or call) you.
  • Groups within Transactions

    • You can now separate out transaction members by groups so that they can’t see each other. This is particularly useful if you invite multiple Buyers Agents and Buyers into a transaction to make offers. When you add these transaction members, you won’t want them to see each other. By separating these other parties into different groups, they won’t know each other exists in the transaction, thus allowing for an extra layer of confidentiality. You can do the same for clients and/or third parties.
  • Billing

    • As we announced last month, Reesio has moved to a completely paid product. The pricing structure is very simple → all users will receive all features included as part of their subscription. No having to upgrade to receive additional features.
    • All new users will receive a 30-Day Free Trial, and then it’s only $49/user/month (paid annually) after that. Also, users can skip the Free Trial altogether and get Reesio for only $19/month! (when paid annually). In addition, users can easily pay for seats of other brokerage members within Reesio now, as well as buy additional seats, and assign paid seats to brokerage members. So brokers can have full control over who in their brokerage has a paid seat or not.

July 28, 2014

  • When users create a new account from the home page, we provide a step-by-step checklist of how to get started. Currently, one of the steps is to invite brokerage members and to have them join. For individual users of Reesio, this step is irrelevant and there was no way to get rid of it. Now we’ve added a “skip” link that can be pressed to check off this step.
  • 99.99999% of our time this past week was spent on the new awesome CRM, Listing Syndication, and E-Signature features. Just 2 ½ weeks away until launch!

July 21, 2014

  • Changed the Notes section to have a “Save” button for saving Notes instead of auto-saving. You also now need to hit the + symbol in order to create a new Note.
  • Changed the content of the welcome email when a new user signs up to reflect that Reesio is becoming a paid product on August 15th.
  • We're getting close to the launch of all of the new awesome CRM, Listing Syndication, and E-Signature features. Just 3 ½ weeks away!

July 14, 2014

  • Made content changes throughout the site to reflect that Reesio is launching CRM, Listing Syndication, and its own E-Signatures, as well as becoming a paid product starting August 15th.
  • Fixed a bug on the brokerage dashboard that was showing both Active and Active Contingent properties if you clicked on only the Active Contingent section in the pie graph.
  • Fixed a bug on the brokerage dashboard that was showing both Active and Inactive properties if you clicked on only the Inactive section in the pie graph.
  • Spent most of our time this week working on the awesome new CRM, Listing Syndication, and E-Signature features that we’ll be launching in August!

July 7, 2014

  • Changed the “Transactions Closing in Next 7 Days” graph to only show Active, Active Contingent, Pending, and For Rent statuses (before it was showing inactive and sold statuses as well, which didn’t make sense).
  • Fixed a bug that wasn’t bringing up the Closing Info Reminder modal when a transaction status change was made on the Transactions List page.
  • When you add a Template to a Workflow in a transaction, the Submit button can be pressed multiple times, which would then add a template multiple times. We disabled the button so that if you press it multiple times, it just adds the Template to the Workflow one time.
  • Continued the work for the awesome new CRM and Marketing features that we’ll be launching in August!

June 30, 2014

  • Fixed a bug that wasn’t showing the additional arrow in the Documents tab when a document has been shared with more than 2 people (clicking on that arrow reveals who the additional sharees of the document are).
  • Fixed a bug that wasn’t removing the avatars of transaction members who have had a document removed from being shared with them, unless you refreshed the page. Now it shows those avatars as being removed the second you remove document visibility from those transaction members.
  • Fixed an intermittent bug where if you checked off a task as being completed, it was occasionally requiring you to refresh the page to see it as completed (this bug was only happening occasionally).
  • Made several content changes throughout the site to make certain features clearer.
  • Continued the work for the awesome new CRM and Marketing features that we’ll be launching in August!

June 23, 2014

  • All users who now join a brokerage will by default NOT have admin permissions. Previously, users who joined a brokerage and set their role type as Broker or TC would receive admin permissions (Agents would not). Now it doesn’t matter what role type you select when joining a brokerage, you will not have admin permissions until someone manually assigns you admin permissions within the brokerage. All users who sign up from the home page of course by default still have admin permissions.
  • We added a disclaimer to the Join Brokerage Modal letting users who join an existing brokerage know that all transactions they create with that brokerage will stay with that brokerage should they leave.
  • If you filtered tasks to the point where there weren’t any tasks with that filtered criteria, it was displaying “1-0 of 0 tasks”. Now it simply says “No Tasks Found”.
  • Fixed a bug that wasn’t allowing users to update any fields on the Profile Settings page unless they had filled out their NRDS ID field.
  • Fixed a bug that was allowing the greyed out icons in the Documents tab to be selected even when a document wasn’t selected (i.e. when it was still greyed out).
  • Fixed a bug that was still bringing up the Closing Info Reminder modal even when it was closed down on a prior screen.
  • Continued the work for the awesome new CRM and Marketing features that we’ll be launching in August!

June 16, 2014

  • Added the NRDS ID field to the Profile Settings page, so now individual users can add their NRDS ID into Reesio. The NRDS ID also now shows up next to each user on the Brokerage Members page.
  • Removed the activity feed from the Public Marketing Page because some users complained that some of the info showing in the activity feed was confidential/sensitive, which they didn’t want the public to see.
  • The link to the support library used to be an icon next to the Create Transaction button, and it wasn’t clear among users that that link went to the support library. We’ve simply renamed this link “Help”, so that it’s clear that by clicking on it, you can get help and find answers to any questions that you have about our product from the support library.
  • Fixed a bug that wasn’t allowing users to hit the enter key when entering/editing a task title or description in the workflow.
  • Fixed a bug where if you linked your DocuSign account to Reesio, and immediately continued on to send a new document out for signature after linking it, it would give you an error message. Documents sent out for signature after previously already linking a DocuSign account were never affected by this issue.
  • Fixed a bug that wasn’t letting users click on the final “Permissions” tab on the Features page (from the home page).
  • Continued the work for the awesome new CRM and Marketing features that we’ll be launching in August!

June 9, 2014

  • Added a loading indicator to the Transactions List page so that when you click to go to it, it will indicate that it’s loading all of your transactions.
  • We have now made filling out the Closing Info Reminder Modal optional, so you can choose whether to add the information requested or skip it altogether. Also, as before, any info provided in the Closing Info Reminder Modal gets added to the Property Details page. However now you can completely delete the fields that were filled out before (prior to this, you could only edit those fields).
  • Fixed a bug where the first task within the Workflow of a transaction would disappear if you tried to edit the title or description (note, this was only happening within a transaction, not the Templates page).
  • Fixed a bug that wasn’t allowing users to attach an offer document when making an offer.
  • Added more content to the Features page to highlight the most recent Brokerage Dashboard features that we now have.
  • Fixed a small bug that was requiring anyone with a Client transaction role type to click on the “Profile Settings” link twice in order to get to that page.
  • Started the work for the awesome new CRM and Marketing features that we’ll be launching in August!

June 2, 2014

  • Added a feature where you can now save a filter that you create on the Transactions list, Consolidated Tasks, or Commissions page. If you press the “Save and apply” button when creating a filter, and you then navigate away from that page and come back to it later, it will display the last filter that you created. This way, you don’t have to keep re-creating your filters over and over again just because you navigate away from the page.
  • Fixed a bug where if you click on a transaction in the “List View”, it was going to the Activity tab in the transaction dashboard. It now has been fixed to correctly go into the Workflow tab.
  • Fixed a styling issue with an error message if you enter in the wrong DocuSign credentials when linking your DocuSign account.
  • Made the search boxes consistent throughout the site so that if you type something into the search box, you have to hit the green “magnifying” glass. Before, we had some pages that started auto-searching when typing and some that required you to hit the green button.
  • Fixed a bug where if you archived a property in some instances, you had to hit refresh to see it show up in the archived filter. Now in all cases, it happens immediately.
  • Added pagination to the Transactions List page, so that if you have more than 48 transactions, you can page through to your remaining transactions.
  • Made a logic switch regarding which tasks show up as upcoming, past due, etc. on the brokerage dashboard. Before, we were including tasks from archived transactions in that total, but users didn’t like that, so now we’re only including tasks from open transactions in that view (before it was open and archived tasks).
  • Made some polish changes to the Password Reset page.
  • Added a loading indicator when you upload a Brokerage logo to indicate that it’s processing.
  • Made text changes to the Closing Info Reminder modal.
  • Began work on the exciting new CRM and Marketing features that we’ll be launching August 15th!

May 26, 2014

  • We launched the awesome new Dashboard features on May 22nd! Included in these features are the following:

    • Consolidated view of tasks due across all of your transactions.
    • Consolidated view of recent activities across all of your transactions.
    • Important notifications you need to be aware of across all of your transactions, such as when documents have been shared with you, when tasks/documents get flagged for you to review, etc.
    • Overview of transactions recently created, closing soon, and by status.
    • Commission tracking and details by brokerage and transaction.
    • More advanced filters when searching on the Transactions List page.
  • For the Tasks Filter, if you choose the "completed" state, the system automatically changes the flagged state to "all" (if it’s not already on “all”). This is because when a filter of “completed” is chosen, the task can’t have a “flagged” or “not flagged” state.
  • If you create a Buying side transaction, we’ve now made the Listing Price field optional when you choose Inactive, Not For Sale, or Not For Rent as the status. We were doing this for Listing side transactions, and we’ve now added it for Buying transactions as well.
  • All admins within a brokerage can now edit any workflow template within the Templates page. Previously, even if you were an admin, you could only edit templates that you created.
  • Added search functionality back to the Brokerage Members page.
  • Added the “Archive” button to the transaction dashboard (in the upper-left section next to the Status button).
  • Added a “Reset Filters” option in the Transactions and Tasks filter section, which can be used to reset your filters back to the default settings.
  • On the Dashboard, if you don’t have any commissions within the Commissions pie chart, we now provide helper text on how to enter in and manage commissions.
  • Polished up some of the login and account creation fields.
  • Added an infotip to the Listing Price/Contract price field in the Commissions modal to make it clearer how that number updates.
  • Made some styling changes throughout the site.
  • Fixed a bug with the “View More” link in the Transactions by Status pie chart. Previously, it was showing both Open and Archived transactions when you clicked on this link. Now it just shows Open transactions.
  • Fixed a bug to no longer show the Approved/Not Approved icons within tasks that are marked as not compliance.
  • Fixed a bug where the pagination was not updating correctly on the Commissions page.
  • Fixed a bug with the sorting not working on the Commissions page.
  • Fixed a bug with the layout/design of the Assign Task modal.
  • Fixed a bug with sorting on the Transactions List page.
  • Fixed a bug whereby if you changed your email address on the Profile Settings page to an email that already exists, it was letting you think that the change had been made. Now you get prompted with an error message (because you can’t have two accounts with the same email address).
  • Fixed a bug that wasn’t allowing Clients/Third Parties to add comments to tasks. Now they can.
  • Fixed a bug with the “Transactions Created in Last 30 Days” graph.
  • Fixed a bug that wasn’t showing a blocker message if you tried to upload a non-PDF document (Reesio only accepts PDF’s for uploaded documents).
  • Fixed a bug where if you click on a notification regarding a comment for a task, it wasn’t taking you directly into the comment. Now it does.

May 19, 2014

  • Fixed a bug where if you added a task to an existing Workflow in a transaction, it wasn’t showing the public/private icon immediately unless you hit refresh. Now it shows immediately.
  • Fixed a bug where if you duplicated a template, the compliance and visibility tags for the template tasks of the new template initially showed up wrong (all changed to default setting). Only after a refresh did they mirror the settings of the original template. Now the settings of the duplicated template reflect the settings of the template that it was duplicated from right away.
  • Fixed a bug where the Envelope Properties modal in the Pending Signatures tab wasn’t working.
  • Spent the entire week continuing the work for our revised Broker dashboard, which we’re launching May 22nd!

May 12, 2014

  • Spent the entire week continuing the work for our revised Broker dashboard, which we’re launching May 22nd!

May 5, 2014

  • There were a couple of instances where users were not being prompted for the Closing Info Reminder modal when they should have been: 1) immediately after creating a transaction where the status is marked as Closed or Leased, 2) immediately after after changing the status to Closed or Leased on the Transactions List page. The modal now appears correctly in both instances.
  • When users receive messages sent from Reesio in their email inbox, they have been able to directly reply back to those messages for quite some time. When users reply back, they must reply back above the line or the email will not get sent to the intended recipient. There have been a few users who have replied BELOW the line, and their messages then don’t get sent to the intended recipients. We added a feature this week that now sends an auto-reply back to someone who replies below the line, letting them know that they need to resend the message by replying above the line.
  • Made it clearer to admins when they approve a task how to unlink documents later on if they want (because documents that are linked to approved tasks can’t be unlinked except by admins).
  • Fixed a bug where it wasn’t showing an error message if you left the To field or the body of a message within Reesio blank. Now, if you leave the To field or body of a message blank, it prompts you to fill out those fields before you can send the message.
  • Fixed a bug that was not showing the correct photo as the default photo on the Transactions List page and on the Transaction Dashboard (in some instances, it was showing the second or third photo as the default photo, when it should only be the first photo listed).
  • Fixed a bug that wasn’t showing a validation error in the Listing Provider section of the Property Details page for the fields that are required (all fields except the Listing Provider’s phone number are required).
  • Fixed a styling bug within the Splicing section.
  • Fixed a few bugs regarding missing buttons on IE 10 & 11.
  • Spent more time continuing the work for our revised Broker dashboard, which we’re launching May 22nd!

April 28, 2014

  • Fixed a bug where flagged transactions weren’t showing in the “Open” view filter on the Transactions List page (flagged transactions should be showing in both the Open and Flagged filters, which they are now).
  • Fixed a bug on the Property Details page that wasn’t allowing users to choose a date past April 30th in the Closing Date field.
  • Updated the RealTech page with an email subscription box for people to sign up to get notified when early bird tickets for RealTech 2015 go on sale.
  • Spent most of this week continuing the work for our revised Broker dashboard, which we’re launching May 22nd!

April 21, 2014

  • Implemented a new viewer pane for viewing documents (instead of the previous Google viewer). This new viewer allows you to do many cool things: you can search for a keyword term within a document, jump right to a certain page in the doc by typing that page number in, rotate pages, upload another document in the background while still viewing the existing document, print the document, and view document properties. This should give you an even more robust and powerful experience than what we previously offered!
  • There is now a new file# format that we assign to each transaction. The new file# format has 3 parts: the first part is the brokerage ID number, the second part is the year number, and the third part is the transaction number for that brokerage for that year. For example, a file number that reads 93-2014-22 would mean that your brokerage ID is 93, the year is 2014, and the transaction is the 22nd transaction created by your brokerage in 2014.
  • Made a user interface change within the Workflow tab. Before, we did not show the checkbox to mark a task as being completed if you weren’t an admin and the task hadn’t been approved yet. We now show the checkbox in this scenario as being grayed out, and if you hover over the checkbox, it lets you know that you can’t mark the task as completed until an admin has approved it first.
  • Fixed a bug regarding the Closing Info Reminder modal, whereby it was showing up at an incorrect time.
  • Fixed a bug that wasn’t showing the default property photo on the Transactions List page when it was changed.
  • Fixed a bug regarding when you add a second template to a Workflow, the individual tasks within that second template were being randomly inserted into different places within the Workflow. This has been fixed so that all tasks within the second template now show up at the bottom of the Workflow.
  • Continued the work for our revised Broker dashboard, which we’re launching in mid-May!

April 14, 2014

  • Fixed a bug that was causing certain emails to be sent out as duplicates (multiple times). This should now be fixed for good across all emails, and users should never be receiving any duplicate emails going forward.
  • On the Transactions List page, if you entered in an address that was really long, it was wrapping around to the next line and making the grid view look distorted. We now truncate the address on this page so that it doesn’t wrap around.
  • Currently, all brokerage admins receive an email notification whenever someone in their brokerage creates a transaction (which is correct). However, we were also sending out this email when the admins themselves created a transaction, which isn’t necessary and is overkill. Now, if you’re an admin and you create a transaction yourself, you will not receive an email notification. You’ll still receive notification if others within your brokerage create a transaction.
  • There was a bug with a few of the Offer emails that go out. That has now been fixed.
  • Continued the work for our revised Broker dashboard, which we’re launching in mid-May!

April 7, 2014

  • Buyer’s Agents now have the ability to replace their name and contact info on the public marketing page with the Listing Provider’s name and contact info.This is a very important feature because we had a lot of Buyer’s Agents express fear of having their names/contact info on public marketing pages due to MLS guidelines and state laws. This should now never be an issue going forward, because you can always show the Listing Provider on the public marketing page instead! To replace the Buyer’s Agent info with the Listing Provider’s Info on the public marketing page, just go into the Property Details tab and then to the Listing Provider section. Add their info and click Save. We will also then automatically send an email to the Listing Provider with the link to the public marketing page so that they can see their property.
  • You can now reply DIRECTLY to emails you receive from messages and comments that transaction members send to you in Reesio! Before, when someone sent you a message or made a comment on a task/document in Reesio and you received an email with that message or comment, you had to click on a link in that email and reply back within Reesio. Now, you can just hit reply directly within your email and type your message and click send! The message that you send back will show up in Reesio and the recipient will receive an email with that message.
  • If you email documents into a transaction from an email other than your Reesio email account, we now send you an email back stating that the documents must be emailed from the same email address that is associated with your Reesio account.
  • When choosing a date in any date field, you must now choose one from the calendar that pops up (instead of free-form typing it in like you could before).
  • There was one final splicing bug that was remaining with regards to documents that had been uploaded more than 6 weeks ago (wasn’t counting the correct number of pages for those docs). That’s now been fixed, so there should be zero splicing issues for any documents going forward.
  • If you now mark a property as Sold, Leased, Not For Sale, Inactive, or Not For Rent, you will no longer receive email reminders about marketing the property.
  • Continued the work for our revised Broker dashboard, which we’re launching in mid-May!

March 31, 2014

  • Made several changes to the Listing Price field if you indicate a property is Not For Sale, Inactive, or Not For Rent. Before, we required the Listing Price field to be entered in for these statuses, even though there generally isn’t a “listing price” when a property is not for sale, inactive, or not for rent. Since we used to not ask for the status when creating a transaction, we now need to ask for this status when creating a transaction so that we can make the Listing Price field optional if you choose one of the above 3 statuses. Along these lines, when you change the status of a transaction, we now prompt you to enter in the Listing Price if it wasn’t entered in before, or you can choose to remove the Listing Price if you’re changing it to one of the above 3 statuses. On the Public Marketing Page, if there’s no Listing Price because it’s one of the above 3 statuses, the Listing Price will simply say “N/A”.
  • Fixed a couple of bugs that were not allowing users to attach documents to an offer being made, nor submit the offer being made on the public marketing page. You can now submit all offers on the public marketing pages without issues.
  • We now limit the zip code field to 5 digits/characters.
  • Fixed a bug that wasn’t allowing users to delete a parent folder that previously had documents in it, but where those documents had been deleted. You now can delete parent folders that have no documents in it.
  • Added “Commercial” as a property type in the Create Transaction modal.
  • Re-designed our Properties page to be a waterfall-style design, similar to Pinterest. This allows all address fields to be shown without having to be truncated/shortened.
  • Fixed a bug where if you filtered by transaction status from the grid view of the Transactions List page, then selected a transaction to go into the transactions dashboard, and then clicked the back button, the Transactions List saved the last filter selection but displayed transactions of all statuses.
  • Fixed a few issues within the Photos section to make it less buggy.
  • Began the work for our revised Broker dashboard, which we’re launching in mid-May! Metrics, reporting, consolidated alerts, tasks, and activities are on its way!

March 24, 2014

  • Fixed the following splicing bugs:

    • If you chose multiple documents for splicing, it was only showing the page numbers from the first document. Now it’s correctly showing all of the pages for all of the documents.
    • There was an error message that was appearing when a document that hadn’t finished processing yet was downloaded. Now, it correctly shows you the blocker modal when you try and download a spliced document that hasn’t finished processing yet.
    • There were longer than usual delays with processing spliced docs of very large files. Normally, it only takes a few seconds to process a small document, and up to 10 minutes to process a large document. Some large documents were taking longer than an hour to process after splicing. This has been fixed so no document should ever take longer than 10 minutes to process after being spliced.
    • As a side effect to our new splicing features, there were some documents that were taking longer than usual just to upload. This has been fixed so there are no longer delays in uploading any documents.
  • Changed the Document Tag field within the Document Properties section to now be free-form, so you can type in whatever tag you want into the field. Before, you had to choose from a document tag in our list.
  • Fixed a bug that was not allowing an admin to download or delete a doc unless it was explicitly shared with him/her. Since admins have full ownership privileges over everything in a brokerage, admins should be able to download/delete documents even when they’re not shared with them. This has now been fixed.
  • Cleaned up the Google viewer interface that is shown when you open up a document.
  • Fixed a bug that wasn’t showing the “Select Photo” button in the Update Cover Photo section if a photo was already uploaded, and you tried uploading a different photo instead.
  • Made a couple of text changes to the Closing Info Reminder Modal to make it clearer what the fields are asking for.
  • Fixed some issues that were making our Photos buggy. There should no longer be any issues with regards anything in our Photos section.
  • Some users on Internet Explorer were not able to see the “X” button to close out of viewing a document in the Google viewer. We’ve added a “Close” button for all users, as well as if you click anywhere in the black area, it will close the document down.
  • We’ve added a support link regarding how splicing works in the bottom right corner of the splice mode section.

March 17, 2014

  • Spent most of this week implementing several changes to our splicing/splitting features in order to make documents available for splicing/splitting faster after uploading, and to make documents that have been spliced/split available for viewing or downloading faster. These changes have created an even easier user experience for splicing/splitting documents, and also make it clearer to users when documents have finished processing. There are still a couple of minor bugs with this that we are aware of and we are moving fast to fix them, but overall, this new experience should vastly improve the overall experience. Should be another day or so to fix these minor bugs. Once those bugs have been ironed out, we’ll update our video demo to reflect the new splicing/splitting interface and we’ll send out an email to all users with those updates.
  • Implemented the Google doc viewer for opening up all documents. For those of you familiar with Google Drive, you’ll notice that when you open up a doc in Reesio now, it gives you the preview pane of the document, just like it does in Google Drive. In addition to giving you a cleaner viewing experience, you can also download documents directly from this view (bottom right corner), you can see the total number of pages and scroll through those pages (top right corner), and you can zoom in/out of the document (top right corner).
  • We’ve re-classified some of the emails that were being sent out related to the public marketing page to now be “marketing emails”. Which means that within your email preferences on your Profile Settings page, you can keep your “transaction emails” selected, and you can de-deselect the “marketing emails”, and you’ll still receive the important transaction emails without having to get emails about the public marketing page.
  • Fixed a bug that wasn’t allowing users to save changes to the Document Properties screen if a document tag was entered in that was not one of Reesio’s list of tag choices.
  • Changed it so that the Closing Info Reminder modal no longer shows up for archived transactions.
  • If you select “Land” as a property type when creating a transaction, we now gray out the beds/baths fields, because a piece of land doesn’t have any beds/baths associated with it :)
  • Made some polish to the content in various places on the Reesio site.
  • By default, newly spliced documents go to the top of the list. There was a bug where it wasn’t going to the top of the list. That’s now been fixed.
  • Fixed a bug that when you were moving a folder into a different folder, it was giving you the choice of selecting the existing folder as the destination (which can’t ever happen). Now you must select a different folder to move it to.

March 10, 2014

  • We’ve encountered some bugs with the new splicing/splitting documents feature, which is causing delays in being able to open up uploaded documents for splicing/splitting (uploaded documents are currently taking anywhere from one minute to one hour to be ready for splicing/splitting). We’re working feverishly to get this fixed, and we hope to have this resolved within the next day or two.
  • Added a “For Rent” property status that you can choose for rental transactions that you have. We already had “Not for Rent” and “Leased” statuses, but you had to use the “Active” status for properties that were available and for rent. Now you can use the more specific “For Rent” status.
  • Along these lines, you can now add a status tag to one of our existing drop-down statuses that we provide in the list. This status tag is essentially a “sub-status” that you can free-form type in to classify your transaction statuses more specifically. For example, let’s say you choose the status of “Inactive” from our drop-down list, but you also want to indicate the reason why it’s being marked as Inactive. You could type in a status tag of “Cancelled” (or anything else). This reason that you type in will show up to you internally on the transaction dashboard, but will not show up on the public marketing page. Just the choice from our drop-down menu will show up on the public marketing page.
  • Fixed a bug that wasn’t allowing users to close the “Complete My Profile” dialog box on the broker dashboard.
  • Users that have a document shared with them can now download a document, splice/split a document, or get signatures on a document.
  • Fixed a bug that wasn’t letting documents to be downloaded that didn’t have “pdf” in the extension name within Reesio.
  • Fixed a bug that wasn’t updating a document tag within the Document Properties modal in real-time.
  • We’ve started the work on a completely revamped, more robust, consolidated broker and agent dashboard!

March 3, 2014

Reesio is excited to announce that it has launched a revamped Documents section today that offers an abundance of new features! Included in this launch are the following:

  • Folders and sorting for better organization of documents.
  • Search functionality to be able to search for any documents within the system.
  • Splicing and splitting of documents. These features allow you to turn multiple documents into one document, and also split one document into multiple documents.
  • Emailing documents directly into transactions. With this feature, each real estate transaction within Reesio has a unique email address. When you receive documents via email from other sources, simply forward those emailed documents directly into the transaction in Reesio without having to download, save, and re-upload those documents.

In addition to these new Documents features, we’ve also pushed the following new features and bug fixes live today:

  • For buying side transactions, we’ve separated out the Listing Price and Contract Price when creating a transaction in order to make it clearer which one you’re entering in. Prior to this change, users were confused as to whether they were entering in the Listing Price or Contract Price. Now, they’re two separate fields. The Listing Price gets shown on the public marketing page. We never show the contract price to anyone except to the transaction members.
  • Fixed an important bug that was not allowing newly invited transaction members who received an email with a document link to view to actually view the document (those users were receiving an error message when they clicked on the link, unless they were logged in already). The proper flow is if the user isn’t already logged in and he/she clicks on the link, to instead take the user to the Log In page first. This is now fixed so that these users go to the Log In page.
  • Fixed a bug that wasn’t allowing documents with special characters in the document name to be uploaded (i.e. documents with non-alpha/numeric characters in the name). You can now upload docs with any character in the file name.
  • Our system used to remind you 15 days after the Listed for Sale date to update the status and closing info of a transaction. Users said that they often didn’t have new info on a property’s status by then, and that the reminder was annoying. We’ve removed this reminder modal under this scenario. We still show the reminder when you change the status of a property to Active Contingent, Pending, or Closed, or after the expected closing date has occurred or passed.
  • Fixed a bug with the link in the email reminder notification that goes out to users who don’t want to wait for a zip file to finish downloading.
  • Fixed a bug that wasn’t saving email preferences from the Profile Settings page.

February 24, 2014

  • We’ve moved the dashboard demo video to the “Training and Webinar” section of the support center, providing one centralized location for all Reesio training videos.
  • Added validation to the “Price” field in the create transaction modal and the property details tab to require a minimum of three digits where the first digit CAN NOT be zero. To ensure leads from the marketing pages are receiving the most accurate data, we need to make sure property prices are accurate.
  • Fixed a browser notification bug on the brokerage sign up page for users with older versions of IE. Users are notified when their browser is not support throughout most of the site. However, users trying to join via invitation link were not properly notified. We’ve fixed this and any users not on the most recent version of IE, Firefox or Chrome will be notified their browser is not supported.
  • Fixed a bug that incorrectly displayed to users the delete “X” for tasks they did not have permission to delete. Although users were not actually able to delete tasks without the proper permissions, they were shown the option to delete.
  • The “Assign Agent” link/feature is now also available in the transaction members section. Transaction creators can easily assign the lead agent to receive leads generated from the Marketing page in both the transaction members section and the leads tab. CLICK HERE
  • Improved the visibility of when the Create Transaction process is currently processing by depressing the button. This eliminates any confusion whether the button has or has not already been pushed.
  • Updated activities in the activity log to only show activity for “Private” tasks to the transaction creator, their brokerage admins and task assignees.
  • Fixed a couple of bugs in IE and Firefox that prevented the calendar from displaying in the “Listed for Sale Date” field, the “Contract Date” field and the “Closing Date” field in the Property Details as well as not displaying past/future months in the Create Transaction Modal and Closing Info Reminder Modal.
  • Added truncation (shortening) of the addresses on the “Transactions List” page so it fits within the grid view box layout. Most addresses are not affected by this, but the city field will now display only 15 characters or less, the state 2 characters or less and the zip 5 characters or less. If you click on a property, you can view the full address on the transaction dashboard.

February 17, 2014

  • Added an optional “Unit #” field when you create a transaction. This will make it cleaner and clearer to denote when there is a specific unit number for a condo, apartment, etc. Again, this field is completely optional and can be left blank.
  • When you set your viewing or filter preference settings on the Transactions List page, that view/filter now holds if you leave the page and come back to it. For example, if you choose the List View on the Transactions List page, and you leave the Transactions List page and come back to it, it now holds that List View. Before, it would switch you back to the Grid View. Same thing if you set up a filter to only see Active properties, etc.
  • If you choose to edit a template title, the existing title now shows up in the box so that you can more easily just edit it instead of having to start from scratch and re-typing the whole new title in (because before, the box would show up blank if you chose to edit it).
  • Fixed a nuance in our product that would prompt users to create a transaction if they went into their Archived or Flagged filters on the Transactions List page, where there weren’t any transactions within either of those two filters. We now no longer prompt users for this.
  • Fixed a bug regarding multiple documents that had already been shared with certain transaction members, whereby it was removing those existing members when re-sharing the multiple documents with additional members. Now, the previous members that the documents have been shared with hold when adding new members. Sharing individual documents one at a time wasn’t affected by this.
  • Fixed a bug that wasn’t allowing the Closing Info Reminder modal to be updated within Internet Explorer.
  • The orange “Create Transaction” button that gets pressed as the final step to creating a transaction was able to be pushed multiple times as the page was loading, which led to some agents creating duplicate transactions by mistake. This orange button has now been disabled after it’s been pushed once, so there shouldn’t be any issues of duplicate transactions being created going forward.
  • Added truncation (shortening) of the addresses on the Properties page so that it fits within the grid view box layout. Most addresses are not affected by this, but if the address is more than 18 characters, it will truncate. If you click on a property, you can view the full address on the public marketing page.
  • Made some text/content changes throughout the site to match consistency in other areas.
  • We’re almost finished with the awesome revamp of the Documents section that we’ll be launching on March 2nd!

February 10, 2014

  • You can now resend pending envelopes to recipients for signature! This is a very useful feature to use when a recipient either doesn’t receive the original email or accidentally deletes the original email that lets them know that they need to sign a document. The support article with screenshots on how to do this is underneath the Documents topic in our Support library. You can choose specifically which recipients you want to resend the envelope to, and when you resend it, the specified recipients will receive another email with the link to the document that they need to sign.
  • When linking documents to tasks, there is now a search box within the linking modal that you can use to search for documents from your Documents tab. This is particularly useful for when you have lots of documents and it’s not practical to scroll through and find each one that you want to link to.
  • On the Properties page, for those properties that have a status of Sold or Leased, we’re now showing the final sold or leased price, as opposed to the original listing price.
  • Added "Closing Date" as a sortable column in the list view on the Transactions List page.
  • Improved the styling and design of the page where users set up a new password when retrieving a forgotten password or when being invited into a transaction for the first time.
  • On the Documents tab, we now freeze the header row with the action buttons, so that when you’re scrolling through lots of documents and you put checkmarks next to the documents to take action on them, you don’t have to scroll all the way back up to the top to then take action on them.
  • Added social sharing icons for all of the major social networks to each public marketing page. So now you can easily share and market your properties to everyone in your social networks!
  • Fixed the styling of some of the hover and tooltips throughout the site.
  • Fixed a bug that was not allowing users to enter in a photo caption within Firefox (was working fine in other browsers -- just not Firefox).
  • Continued working on additional new features within the Documents tab that are part of the overall revamp and improvements that we’ll be launching for the Documents section at the end of February.

February 3, 2014

  • Implemented Google map photos for any properties that you haven’t uploaded photos yet for. You already have the ability to upload unlimited photos for each transaction you create, and those photos currently show up on the Public Marketing Page and the Properties page. While it’s obviously better if you upload your own photos, if you haven’t had a chance to do that yet for a particular transaction, we will substitute the Google maps photo for that property until you upload your own photos. Once you upload your own photos, those photos will become the default photos for the property, and the Google maps image can be deleted by you. You can see a preview of the Google maps photo in the second step of creating a transaction, as well as in the upper-left section of your transaction dashboard.
  • You now have the ability to mark Workflow tasks as public or private! There is a complete support article written here about how to use this feature, but in a nutshell, you can mark tasks as public or private either within the Templates & Compliance section (as part of a template) or within the transaction dashboard section (for a particular task within a transaction). By marking a task public, everyone in the transaction can see it. By marking a task private, only you, the assignee of the task, and brokerage admins can see it. This includes everything within a task, such as documents that you’ve linked to it, comments made on it, etc.
  • There were some bugs with regards to the Closing Information Reminder modal popping up at incorrect times. Those have been fixed, so you should only see this modal come up when you change the status of a transaction, or you are approaching the estimated closing date, or have passed the estimated closing deadline.
  • Cleaned up of the design of the Broker Dashboard page to make things a bit cleaner and more intuitive with how to navigate around. For example, there is now a big orange “Invite Members” button on the right-side, which is in addition to the smaller gray button that already existed (for inviting brokerage members). Other changes to the design were made as well.
  • Cleaned up the design of the Brokerage Members page to now be in an easier-to-read table format. You can also sort the table by different column headers such as name, role, email address, etc. This should make it easier to navigate around this page.
  • Fixed a bug within the Templates & Compliance section that wasn’t allowing you to drag and drop the order of tasks below the fold of your computer screen.
  • We now don’t show the checkbox to mark a task as complete unless you’re the assignee of a task, the person who created the task, or an admin within the brokerage. This is done so as not to confuse people that can’t check it off.
  • Continued working on additional new features within the Documents tab that are part of the overall revamp and improvements that we’ll be launching for the Documents section at the end of February.

January 27, 2014

  • You now have a CHOICE of inviting brokerage members either by entering in their email addresses (new) or by sharing the unique invitation link that we provide with them (existing). When you press the “Invite Brokerage Members” button from the Broker Dashboard, you’ll see both options available. If you choose to invite members by entering in their email addresses, you can add as many email addresses as you want at once -- just be sure to separate each email with a comma. Our system will then automatically send that person an email invitation, inviting them to join your brokerage. Once they join, they’ll show up on the Brokerage Members page just like they do currently. You can still use the unique link and send it to your brokerage members on your own.
  • You now have the ability when adding members into a transaction to search for and choose from existing members within your brokerage. Before, users were adding brokerage members to a transaction and not using the right email address for that person, and then that person that was added would start showing up multiple times within the Brokerage Members page. This new feature prevents that problem from occurring, and also makes it significantly easier to search for and add someone from your brokerage into a transaction. If you’re adding someone to a transaction that is not part of your brokerage, you will still need to enter in their email address to invite them.
  • If you’re a new Agent who is signing up from the home page, we now take you through the same flow that a Broker or Transaction Coordinator gets when signing up and creating a brokerage. Before, if you were an Agent signing up for a new account from the home page, we just took you right into creating a transaction. But we found that Agents wanted to set up their brokerage info first, so now they get the same flow as Brokers and TC’s.
  • We put up the conference page for RealTech 2014! Check it out and get your tickets today, and hopefully we’ll see you in Vegas on April 17th.
  • If you create a Rental listing, it now says “Available for Rent” instead of “Listed for Sale” before the date.
  • We updated the pictures of our team on the About Us page. Check them out!
  • Fixed a bug where the Document Properties modal wasn’t closing after hitting Save in certain situations.

January 20, 2014

  • You can now download one or multiple documents from the Documents tab! If you download multiple documents, they will be downloaded as a zip file. If you download one document, it will be downloaded as a single document. To download one or multiple documents, select the checkbox(es) next to the document(s) you wish to download. Then click the suitcase icon in the top row and then the “Download” link. Also, if you wish to select all documents at once, just click the checkbox on the right side in the top row, and that will select all of the documents so that you don’t have to individually check each document. And if the download is taking awhile because the file sizes are huge, you can select the ability to instead receive an email notification once the zip file is done downloading.
  • We no longer prompt you for the closing date if you’re creating a Listing side transaction. Instead, we prompt you for the closing date when you change the status to Active Contingent or Pending. This is because agents generally don’t know when the closing date would be for Listings that they just created, but once it’s in contract and Active Contingent or Pending, agents do know. Same thing for Buying side transactions (because most Buying side transactions get created once the agent has a client that’s in contract on the property).
  • We added an Unsubscribe link from all system generated emails, with instructions for how to change your email settings within your Profile Settings page.
  • We polished some buttons and content on the site to make them clearer.
  • Continued working on additional new features within the Documents tab that are part of the overall revamp and improvements that we’ll be launching from now until the end of February.

January 13, 2014

  • You now have the ability within Reesio set your email preferences and to turn off or turn on emails! We’ve grouped the types of emails that you can turn off or on into 3 categories:

    • Important transaction notification emails -- these are emails regarding things like when documents have been shared with you, signed by other parties, when tasks have been assigned to you, completed by others, etc. We highly recommend keeping these email notifications turned on, otherwise you’ll miss important transaction-related info.
    • Reesio marketing emails -- these emails are regarding new products, services, promotions, and discounts that Reesio has.
    • Third-party marketing emails -- Reesio partners with third parties within the real estate industry, such as home inspectors, title/escrow companies, etc. By subscribing to these emails, you’ll receive deals from third party services that you might find important to utilize during the transaction process.
  • Removed the requirement where you had to add a “Document Type” to a document when uploading it. We had a lot of users who didn’t want to have to classify a document by its type when uploading it. So it is no longer required when uploading a document. However, you can still choose a Document Type if you wish from the “Document Properties” button, which is next to the checkbox in the All tab within Documents. The difference is now that we don’t require you to enter one in when uploading, or at any other point (it’s 100% optional).
  • Reesio now defaults the status for all newly-created Buying side transactions to “Active Contingent”. This is because 99.9% of Buying side transactions are created in Reesio once the Buyer’s Agent’s client is already in contract on a property. So there’s never a need to make a Buying side transaction “Active”. You can of course still change the status of a transaction at any time through the Transaction Dashboard or Properties List page. For any Buying side transactions that were created before this week and that still had an Active status, we automatically moved them to an Active Contingent status.
  • Changed the first call to action that we prompt you for after creating a transaction to now be the “Add Transaction Members” screen. Previously, we were prompting users to add a Workflow template after creating a transaction. However, the first thing that most users do after creating a transaction is they invite/add other people into the transaction, so we wanted to make this easier to be done. You can of course still add a new Workflow template by going to the Workflow tab.
  • Added an “Envelope Properties” button next to envelopes in the Pending Signatures tab, which you can click on to see all of the properties of that envelope. For example, you can see a list of the documents that make up that envelope, etc.
  • Added two additional transaction statuses that can be chosen for Rental sales types: “Leased” and “Not For Rent”. These two additional statuses can be found at the bottom of the drop-down menu that appears when you click on the status of a transaction.
  • Added the “Assign Agent” field to the Transactions List page, so that you can see which agents you’ve assigned a transaction to at a high-level overview.
  • Fixed a bug regarding the confirmation message on the Profile Settings page not showing up when information was edited/updated.

January 6, 2014

  • When you create a transaction, we now ask you for the “Listed for Sale Date” (if it’s a listing transaction), or the “Contract Date” (if it’s a buying transaction). The reason for adding this field is because previously, Reesio was using the date that a transaction was created in Reesio as the listing date/contract date. With many agents adding historical transactions into Reesio and putting in a Closing Date from awhile back, some of the public property pages were showing Closing Dates that were earlier than the date that it was listed for sale! (which can’t be). This new feature should ensure that the Listed for Sale or Contract Date are now accurate and that they are clearly before the Closing Date. This info can now also be updated in the Property Details tab of the transaction.
  • With the changes that we rolled out last week regarding the new ability to “Assign an Agent”, we had to change the lead-gen/marketing/offers email notifications to go to that newly assigned Agent as well. We’ve changed those emails this sprint to now go out to the Assigned Agent instead of the Agent who created the transaction.
  • We separated out the welcome email that new users get when being invited into a transaction in Reesio vs. the email that existing users get when being invited into a transaction in Reesio. Before, both emails were the same, even though the audiences were very different. This should help explain what Reesio is and how to join for new users that get added vs. just “notifying” existing users that get added.
  • Some agents were coming to pages on our site for the first time that were not the home page (for example, landing on the How It Works, FAQ page, etc.). As such, we’ve now added a “Get Started” button to almost all of the other pages on our site, so if a new user finds us from one of the other pages, they can easily create a new account and get started from that page without having to go to the home page first.
  • Made changes to some of content in the different notification emails that we send out.
  • Fixed a bug that was allowing someone to have a blank property status, and re-assigned any blank transaction statuses to “Active”.
  • Fixed a bug regarding the validation of the Closing Date in the modal that comes up when going into a transaction where no previous Closing Date had been entered.
  • Fixed a bug regarding the layout of the property status drop-down menu from the Transactions List page.

December 30, 2013

  • You now have the ability to “Assign an Agent” to each transaction created. This means that if you’re creating a transaction on behalf of another broker or agent, that you can assign the marketing, leads, and Agent of Record status to another agent in the transaction. This is important for the purposes of buyers seeing the correct agent of record on the public property page, as well as the correct agent receiving the leads. Note that only an agent or broker that’s both in your brokerage and a member of that particular transaction can be assigned the Agent of Record status. Also note that this currently is just within the product on Reesio -- email notifications will be created next week so that the correct Agent receives all lead notifications via email.
  • The brokerage name on the Broker Dashboard is now truncated to just one line so that it looks cleaner. You can still enter in your full brokerage name, but just the first line will show up in the cover photo section of the Broker Dashboard.
  • Changed the default layout of the grid view in the Transactions List page to be sorted in the order of the most recently created transactions on top down to the oldest created transactions on bottom.
  • Fixed two bugs with regards to uploading documents: 1) fixed a bug that wasn’t allowing for Firefox users to upload documents. 2) fixed a bug that was causing a delay in proceeding to the next step after uploading large file sizes.
  • Fixed a bug that wasn’t allowing users to move to the next month or a previous month when selecting the Closing Date for a transaction.
  • Fixed a bug that wasn’t allowing Internet Explorer users the ability to see both the Grid and List view options on the Transactions List page.
  • On our blog page, we updated the top and bottom nav bars to match the rest the site.
  • Continued the planning for the Documents revamp, which we’ll be rolling out around the end of January.

December 23, 2013

  • Added the Closing Date field to the Property Details section. So for old transactions that you created where we did not ask you for this info up front, or if you want to change the closing date at any time, you can update this info at any time.
  • Based on the closing date that you enter in when creating a transaction (or in the Property Details section), we now prompt you with a reminder within 48 hours of the closing date to update the status, a new closing date (if any), and the projected sold price. You will receive this prompt: 1) whenever you click into a transaction where the closing date is within 48 hours, OR 2) if you never entered in a closing date, OR 3) if the closing date has passed and you’re coming back into a transaction for the first time since it’s passed.
  • When a transaction is marked as Sold or Not for Sale, we now display the sold price and date on the public property page.
  • We cleaned up all of the historical test/duplicate public property pages that were in our system. We will be sure to do this on a weekly basis going forward, so that consumers won’t see fake/test properties when browsing through listings on our Properties page.
  • We made a slight change to the UI of how a broker or agent’s name and contact info is displayed on the public property page (for paying agent subscribers).
  • We added updated content to the sections that talk about the benefits of our Lead-Gen product so that it’s clear what all of those benefits are.
  • If you try signing up for an account from our home page with an email address that’s already been taken, we’ve changed the formatting of the page that comes up letting you know that that email has already been taken, and to instead log in (not sign up).
  • Fixed a bug that was causing an error if you accepted an offer and sent the purchase agreement to the seller to sign through our integration with DocuSign.
  • Fixed a bug that wasn’t allowing Internet Explorer users the ability to use the Messages feature.
  • Fixed a bug that wasn’t showing the link to click on and open up a document within the Documents tab immediately after uploading (you needed to hit refresh before to have the link show up).
  • Fixed a bug that was allowing you to accept a second offer after another offer was already accepted and sent to the seller for signature.
  • Fixed some other styling issues throughout the site.
  • We’ve begun the design and product planning for the Documents revamp that we’ll be launching in 5-6 weeks. This is going to make the Documents section even more intuitive than it currently is, as well as allow for better organization through tagging, folders, etc.

December 16, 2013

  • Added the ability for brokerage admins to delete any workflow/document template within a brokerage. Before, brokerage admins could only delete their own templates.
  • When you add a comment or link a document to a task or workflow item within the Workflow tab, the comment or link button now highlights in real-time, indicating that there is a comment or linked document associated with that workflow item. Before, you had to hit refresh in your browser to see the comment or link document button get highlighted.
  • If you create/add a new task directly within the Workflow tab of a transaction, the action items of commenting, linking documents, etc., now show up automatically. Before, you had to hit refresh in your browser to see these action items for newly create tasks.
  • Optimized the public property pages to even be more SEO-friendly and higher-ranked in Google. For example, if you Google “Reesio listings Arizona”, all of the individual public property pages that we have for Arizona will show up in the search results.
  • We now ask for the expected closing date when you create a transaction. This helps provide a more accurate timeline of when a transaction is expected to close because it shows up in the top left property info section on the transaction dashboard. It also sets the stage for when we eventually roll out a new timeline feature in a few months.
  • Similarly, we now prompt you for the Sold Date and Price when you choose the “Sold” status for a property. Again, this helps with accuracy of data and tracking for all parties.
  • When a document/task is approved or not approved, we now show this as an activity within the Activity tab, which helps with compliance and auditing for brokerage admins.
  • Implemented a new notification email that goes out to the assignor, assignee, and all brokerage admins each time a comment has been made on a document/task within a Workflow. This allows for faster and easier responding to comments made.
  • You can now subscribe via email to receive updates from this Product Updates page, so that you no longer have to come to this page every single week to find out our new product changes and releases! If you subscribe in the box to the right, you will receive an email every Monday evening with all of the changes that we’ve made. This will save you time and will keep you up-to-date on how fast we’re making changes and improvements to our product.
  • Similarly, you can subscribe to receive emails on new property listings that get added to our Properties page. This is mostly for buyers and consumers that want to be emailed about new properties that hit the market and that meet their requirements.
  • Added validation to the brokerage member sign-up form that lets the user know that all fields are required when signing up.
  • Added “Floor Plan” as a document type to choose from when uploading documents.
  • Fixed a bug that was causing an admin of a Listing transaction who was not part of the transaction (i.e. in an Observer Role) to get an error message when clicking on the Offers tab.
  • Added several more training videos and articles to our Support page.
  • Updated the tool tip description for the “Inactive” status on the public property page.

December 9, 2013

  • Added new viewing capabilities on the Transactions List page so that you can now view transactions in a table format (you can also continue to view transactions in the picture thumbnail view, which is what we’ve always had -- the choice is your’s). When you are viewing transactions in the new table format, you can sort transactions by Address, Status, Transaction Type, Creator, Created On Date, or Sale Type. There is also now a search box, which allows you to search by anything that you want in order to find a transaction. For example, if you want to only view transactions created by John Smith, just type in John Smith and only his transactions will show.
  • Compliance Templates are now ordered alphabetically when you create them, which allows you to group similar templates next to each other by starting them with the same name.
  • When you make a photo the default photo within the Photos tab, the default photo now updates in real-time in the upper-left corner of the transaction dashboard so that it’s clear which photo is the default photo for a public property page. Also added a tooltip in the Photos section to guide users as to what file sizes work best.
  • Previously, we were showing most general activities that took place within a transaction on the public property page. However, based on feedback from agents, there were certain items that they did not want made public that we are now no longer showing. The general activities that we'll NO LONGER be showing on the public property page are: 1) When a task has been completed, 2) When property details have been edited, 3) When a document has been signed.

    The general activities that will STILL be showing on the public property page are: 1) When a new listing gets created, 2) When the property status changes (i.e. from Active to Active Contingent), 3) When a new member has joined a transaction. Currently, we're not showing when an offer was submitted or accepted, but those will be implemented at some point.

  • We changed several viewing permissions that were confusing to customers. Specifically for the Leads, Photos, and Property Details, the only transaction members who can now see those tabs for a particular transaction are brokerage members within the transaction that are on the transaction creating side.
  • If you link a document to a task, or comment on a document/task, that icon now stays highlighted in orange to indicate that there is indeed a document linked or a comment added. You currently have to hit the refresh button in order to see it highlighted, but we’ll be changing it next week to update it in real-time to show that it’s highlighted.
  • If you’re logged into Reesio and you begin chatting with us, we automatically pre-fill in your name and email address, saving you a step when you chat with us.
  • Fixed a bug that wasn’t showing a loading indicator when an offer was submitted (just to make it clear that the system was processing it).
  • Fixed a bug that was requiring a user to have a Reesio user account to view public documents on the public property page (anybody can now view public documents without a Reesio account).
  • Fixed a bug that wasn’t popping up the Create Transaction modal when an agent signs up from the home page (note, this is for an agent role type only -- brokers and transaction coordinators get taken directly to the broker dashboard without the Create Transaction modal).
  • Fixed a bug that was showing that an offer had been officially accepted prior to the seller signing it. It should instead say “Acceptance Pending”, which is now what it’s saying when the offer has been sent to the seller for signature. Once the seller signs it, then the status of the offer changes to “Accepted”.
  • We’ve begun the process of removing fake/test transactions from the Properties search section. Many times, agents will create a test transaction to try out our product, and we don’t want those listings showing up on the Properties page. About 25% of them have been removed so far, with the remaining to be removed soon.
  • Updated the main image on the Support page.

December 2, 2013

  • Added a new property status option of “Not for Sale”. This will allow you to indicate that a property is not for sale on the public property page, even though the transaction has been created. The ideal use case for this is when you’ve created a transaction, but don’t want to yet list the property as officially for sale or receive buyer/buyer agent inquiries on it. Please note that this is different from the “Inactive” status that you can choose from, which is mostly used for when a property was originally Active, but is no longer Active (i.e. fell out of contract, etc.).
  • Added ALL of the properties/transactions in our system to the Properties page, along with the ability to sift through them by page, and a running count of the number of transactions at the top. Previously, we were only showing the most recent 100 properties that were created (now we’re showing every single one).
  • Fixed a feature that was classifying a Broker that added themself to a transaction as a “Co-Agent”. It is now properly classifying the Broker within the transaction as “Broker”.
  • For Sale Types, we’ve added “Rental” as an option for those properties that are rental properties instead of properties for sale.
  • If you flag a task/document for review, we now show a brief flash message in the lower-left corner of the site that lets you know that the brokerage admins have been notified and that you’ll only be notified again if the task/document has not been approved. You can close this notification down by clicking on it.
  • Revamped the Photos section to make it clearer how to upload and organize property photos. You can now drag and drop photos into a new order and you can add captions to each photo as well. Please note that the photo in the first position is the default photo for the property, and you can change which photo is the default at any time by dragging and dropping a new photo into the first position.
  • Made the URL’s of the public property pages to be more “friendly”. This means that the URL’s of the property pages now include the address of the property, instead of randomly generated numbers like it was showing before.
  • We’ve begun the initial design work for revamping the Transactions List page. The goal is to allow for both a list and thumbnail view of the Transactions List page (currently, we only offer a thumbnail view). And we’ll be adding more advanced capabilities for sorting/filtering transactions by different criteria as well. This will be launching in a couple of weeks.
  • Put the groundwork together for deleting duplicate/bogus listings from the system. Most/all of these should be deleted by next week.

November 25, 2013

  • Brokers asked for it and we’ve delivered. We’ve created an even more comprehensive compliance process to manage template/workflow tasks and documents. Non-brokerage admins are now restricted from removing or adding documents to a “Compliance” workflow task that is:

    • Marked complete
    • In a “Flagged” state for review
    • Tagged as approved or not approved

    This ensures a complete paper trail for compliance management. With the new restrictions and process changes, we added confirmation prior to approving or not approving a task.

  • For non-compliance tasks, there’s no longer the ability to approve or not approve the task. If it’s crucial for a task or document linked to that task to be reviewed by a brokerage admin, the task needs to be tagged as “Compliance” either upon template creation or within the workflow tab.
  • Made improvements to the document linking interface. The new design clearly displays what document(s) are currently link and what documents are available to link to a task. The process to link/unlink document(s) and flag a task for review is now streamlined into one step.
  • Changes to the document/task linking process also include the inability to delete a document in the “All” tab of the Documents section if it’s currently linked to a task. This prevents users from accidentally deleting important documents that were part of the compliance process.
  • Last week we made major changes to our photos feature which now requires all property photos to be uploaded in the “Photos” tab in the transaction. Unfortunately, in the process, previously uploaded cover photos were removed due to the changes. We’ve migrated back those missing photos this week. For any transaction that had a previously uploaded cover photo, you’ll now find that it’s back!
  • We’re continuing to improve on the new “Properties” page by adding information on when a listing transaction and buying transaction were created and highlighting the current status in the upper right of the transaction thumbnail.
  • Many users have mistakenly chosen the wrong transaction type when creating a transaction. We removed the default transaction type and now require an active selection for the transaction type. This should cut down on the number of transactions that need to be archived due to the wrong transaction type.
  • With all the great new features and product updates we’ve launched in the past month, we updated the demo video on the brokerage dashboard to cover new features such as compliance, offers, and lead gen. All videos are also available in our support center and youtube channel:

    http://www.youtube.com/reesiorocks

  • In our continued efforts to provide exceptional customer support, we’ve added a link to our comprehensive support center at the top of the nav bar when you’re signed in.
  • Fixed a bug with email addresses entered in the “Add Transaction Member” modal with extra spaces, which was blocking some member invitation emails from being sent.
  • Fixed a bug that was not allowing brokerage admins access to master templates created by other brokerage members.
  • Fixed a bug that provided links to signed envelopes in the Activity tab. Signed envelopes in the Activity tab are no longer links -- only PDF’s for shared documents.
  • Revamped the design of assigning due dates to workflow tasks to prevent visual errors when displaying dates.
  • We continued to fix display issues on IE 10 and 11 with transaction member image size, the “Properties” page button missing from the homepage, and the “Contact Agent” button missing on the public property page.

November 18, 2013

  • We now support Internet Explorer! Approximately 17% of visitors to our site use Internet Explorer and we’ve had a lot of requests from customers asking us to support IE. We’re only supporting the two latest versions of Internet Explorer (IE 10 and 11), so if you’re using 9 or lower, you’ll need to upgrade. But this upgrade should make a lot of people happy that they can now use IE.
  • Made several changes to the layout of our transaction dashboard, and how it relates to our public property pages, offers, and leads features. In summary, here are the changes that were made:

    1. The design of the transaction dashboard now reflects a flat design, similar to our public property page. No more image of the property in the background, which many people found distracting.
    2. The top-left section now includes an easy access link to the public property page, as well as a quick “scorecard” of the number of offers and leads that you’ve received for a property (for listings). If you have buying side transactions, we only show the number of leads for those transactions (because you can’t receive external offers on buying side transactions). You can click on the number in the offers or leads scorecard, and it will take you into the corresponding Offers or Leads tab (just like the tabs on the left side do).
    3. We gave the Property Details section its own tab below the Offers tab. Because this is such an important area where agents update property details for their transactions, we wanted this to be super clear where you could go to update this info. You can also get to this page by clicking the “Property Details” link in the upper-left corner of the transaction dashboard.
    4. The Photos section has also been revamped. We felt it was too disjointed before with how you would have to upload a default photo when creating a transaction, and then edit this photo in the upper-left, while having to go to the Photos tab to upload additional photos. So we’ve changed it to be where ALL photos have to be uploaded within the Photos tab (we no longer ask you to upload a photo when you create a transaction). When you upload photos within the Photos tab, the first one that you upload will be the default photo that shows up on your public property page. You can now also get to the Photos tab by clicking on the black and white “house” icon in the upper-left corner of the transaction dashboard.
    5. Along these lines, we’re no longer showing the default cherry blossom tree for properties where a photo hasn’t been uploaded. If no photos have been uploaded for a particular transaction, we’re showing a stock house photo in black and white. This is both on the Transactions List page, as well as the public property page.
  • Revamped our Create Transaction interface. We removed the requirement to add an MLS number and the ability to add a photo, and we’re now requiring the beds, baths, square footage, and property description to be added when creating a transaction. The main reason we changed this is because now that we create public property pages from each transaction, we’ve been getting a lot of feedback from Buyers that they absolutely needed to see these key property details when looking at a property page. Other property details, such as neighborhood, heating source, parking spaces, etc. are still optional and can be added from the Property Details page.
  • Created a new “Properties” page that can be found from the home page of our site. This Properties page is the first baby step that we’re taking to make all of our public property pages searchable on our site. This new Properties page allows Buyers to find your individual public property pages directly on Reesio’s site without having to search on Google or find it via social media. Also, if Buyers click on the Reesio logo in the upper-left corner of an individual public property page, it will take them to this new Properties page where they can see all of the other individual property pages. Eventually, we’ll use this as the springboard to create a more in-depth property search available to buyers.
  • Made our public property pages even more SEO friendly so that they show up higher in Google search results. It’s our goal that all of our public property pages show up on the first page of Google searches within the next couple of months.
  • Fixed a new bug that just came up this week, which was causing email notifications to not go out. This affected people for only about 1 day, and we actually pushed the fix for this in the middle of last week so that it wouldn’t be an ongoing issue.
  • Added the Sale Type field (i.e. Resale, Short Sale, Foreclosure, etc.), as well as the Property Type field (i.e. Single Family Home, Condo, etc.) to the public property page.
  • Changed the activity type on the public property page for transactions that are buying transactions. Instead of saying “Listed on XYZ date” like we do for listing transactions, we say “Created On XYZ date” for buying transactions.
  • Made it clearer when uploading a document as to exactly when the document was finished successfully uploading. Before it was showing the success confirmation message slightly before it was truly finished uploading. Now it’s not showing this message until all documents have truly been uploaded.
  • Fixed a bug that was causing a few of the loading indicators on our site to just hang there and not finish loading. These loading indicators weren’t blocking users in any way, but it was potentially confusing to look at, so we fixed them.
  • Made several changes to the content of emails based on some of the above new flows.

November 11, 2013

  • You can now set your time zone for your account and all of your transactions! This is particularly helpful for the Activity tab, which logs every action that happens in a transaction with a date/time stamp. Prior to this new feature, everything was in Pacific Standard Time. To update your specific time zone, just go to the “Profile Settings” page, which is in the drop-down arrow underneath your name.
  • Disabled the “Make an Offer” button on the public property page when the transaction was created by the Buyer’s Agent. Still shows for transactions created by Listing Agents.
  • Similarly, we changed the content that buyers see on the public property page if the transaction was created by a Buyer’s Agent. So the content is conditional now based on whether it’s a listing or buy-side transaction.
  • When you type in a document type in the Document Type field, you must choose one of the types from our drop-down list that appears. We’ve now added validation to this field so that if you don’t choose one of our types from the drop-down list, it returns an error message. People were confused thinking that they could free-form type in their own name. This helps to clarify that you need to choose one of our’s.
  • Added conditional content to the Offers tab for Buyer’s Agents to see, depending on whether their offer was accepted, declined, or countered. This makes it clearer to Buyer’s Agents the status of their offer.
  • Added the ability to issue promocodes for agents that sign up for a lead-gen subscription (we had promocodes with our old transaction managment subscription model, and now have added that same capability for lead-gen subscriptions).
  • There were a few places on the web that still had a link to our old pricing page. We obviously don’t charge for our transaction management product anymore, so we are now re-directing anyone that clicks on one of our old pricing links to the Why It’s Free page.
  • Fixed a bug where the loading indicator on the Profile Settings page wasn’t clearing after uploading a picture or after updating profile settings.
  • Fixed a bug with the broker dashboard that was making the layout of it look a bit off upon log in.
  • Fixed a bug where the tooltip for the Upload button in the Documents tab that wasn’t disappearing after uploading a document. The tooltip now only shows up when you hover over it, which is the correct behavior.
  • Fixed a bug with the styling of the Document Properties button in the Documents tab.
  • Added a tooltip to the Add Transaction Members button.
  • Fixed some styling issues with the public property page.
  • We began the back-end work to trigger reminders to agents to mark their property as sold as they get near the Closing Date of a transaction. This feature will be ready soon.
  • Cleaned up a bunch of content/text changes throughout the site.

November 4, 2013

The past week has seen a flurry of activity here at Reesio headquarters, with our recent launch of our free transaction management platform, and new offers/lead-gen/compliance management features. We spent a lot of time doing the traditional post-launch clean-up, bug-fixing, and new features creation based on customer feedback. Check it out below!

  • Added several notification and confirmation emails based on triggers that take place within our new features, which now go out to alert transaction members to such things as when compliance tasks need to reviewed, when offers have been made/accepted/declined, new leads received, etc.
  • Added a new “Groups” feature that now keeps different buying groups from seeing each other’s info in a transaction. This is obviously an important requirement as it relates to the Offers feature, because one group of Buyer’s Agents/Buyers shouldn’t be able to see other Buyer’s Agents/Buyers’ groups info. The listing group can still see every buying group’s information. If an offer is accepted by the listing agent/seller, then the Buying group that had their offer accepted gets tied into the listing group so that they can interact more fluidly (i.e. the Buying group can then see what the listing group is doing so that they can interact within the transaction). The Buying groups who had their offers declined can still only see their own information from that point forward -- not the info of any other groups.
  • Cleaned up the flow as it relates to the offer making/accepting/declining process to make it smoother and clearer to understand how it works and how all parties interact. We also added the ability for once you’re ready to accept an offer, you can take the Purchase Offer given to you by the Buyer’s Agent, and immediately send that document off for signature to your Seller directly through Reesio!
  • Reesio now automatically updates the status of a transaction based on certain actions that take place. Specifically, we do the following:

    1. Status gets updated from Active to Active Contingent automatically once a ratified Purchase Offer is signed. This includes whether a document is uploaded and marked as Signed Offline, or whether a document is uploaded and signed and ratified by all required parties directly within our system.
    2. For a short sale transaction type only, the status gets updated from Active to Active Contingent once the Lender Approval Letter gets uploaded to the system (does not need to be signed).
    3. Status gets updated from Active Contingent to Pending once the Contingency Removal document is signed (again, either through our system or marked as Signed Offline when uploaded).
    4. Status gets updated back to Active if a Cancellation of Contract is signed (again, either through our system or marked as Signed Offline when uploaded).

    Even though Reesio automatically updates these statuses for you now, you can still manually change them just like before by clicking on the status in either the transaction dashboard or the Transactions List page.

  • The link to the Public Property page is now located in 3 places for you to find it: 1) under the “More Details” link in the top-left corner, 2) in the “Offers” tab, and 3) in the “Leads” tab.
  • We improved the new Photos page to make it even easier to upload multiple photos of your property to the public property page. Everything can be done under the “Photos” tab.
  • We implemented new content on the Leads tab explaining the benefits of using Reesio’s lead-gen product, based on whether you have leads or not, and whether you have a paid subscription or not.
  • We changed some of the content on the public property page to make it easier to go through the flow for a Buyer or Buyer’s Agent who is inquiring on a property or wanting to make an offer.
  • We fixed the bug that wasn’t authenticating certain DocuSign user accounts to Reesio. This problem was only being experienced by certain users (not everyone).
  • We added validation to many of the fields on the public property page to make it clearer which fields were required and not required.
  • The Leads tab now only shows up for the user who created a transaction -- not everyone else within a transaction.
  • Leads are now ordered from most recent to oldest so that you can see the hottest leads first.
  • Added more Support page topics on how Public Marketing Pages, Offers, and Lead-Gen work.
  • The Advertise page has been configured to now accept new third party vendor ad requests, so when you fill out your information, one of our team members can get back to you shortly to find out your advertising needs.
  • Implemented Google maps, so that you can now see the location of the property on the public property page.
  • As a Buyer’s Agent, you can now add or remove an unlimited number of Buyers to the make offer flow.
  • For users that don’t already have a DocuSign account, we now provide step-by-step instructions for signing up for a DocuSign account before authenticating that login information in Reesio.
  • When accepting an offer as a listing agent and sending the Purchase Offer to the seller to sign, we now prompt you to authenticate your DocuSign account if you haven’t already done so (i.e. if you have never sent off a document for signature through Reesio before).
  • Added helper text throughout the site wherever photos might get uploaded, indicating what the best file dimensions to upload are.
  • Added all of the remaining property fields to the public property page to help make it super robust in describing a property. This includes such fields like foundation type, roof type, architectural style, etc.
  • Cleaned up some of the compliance/documents bugs that we encountered during the first week.
  • Made the public property pages more social sharing friendly, so that when you share a public property page on Facebook or Twitter, it shows a thumbnail photo of the property, along with the property description and specs.
  • Removed the ability to make offers on the public property page for buying transactions only (listing transactions of course can still have offers made on them).

October 29, 2013

Today is the big day as we launch tons of new product features! We apologize for being MIA with our product updates for the past month, as we normally update this page on a weekly basis with new features that we roll out. However, we wanted to make a splash and launch all of these new features at once, so we held off on deploying anything new for the past month. Without further adieu, here are all of the new features that we’re launching today:

  • Reesio is now a completely FREE product! Users of our transaction management, offers, and marketing product can now use Reesio without having to pay us for anything (if you want to use the DocuSign integration that Reesio has for e-signatures, you will need your own DocuSign account). To find out more about why our product is free, check out our Why It’s Free page.
  • We’ve completely revamped our Documents and Compliance section. We got a lot of feedback from brokers and agents over the past few months as to what they need regarding managing and auditing documents. With our newly revamped Documents section, you will see a cleaner interface for uploading, sharing, e-signing, and classifying document types. With our revamped Compliance section, you can now set tasks and document lists as “compliance”, which means they can then be audited by your brokerage admins. You can also link existing documents to your tasks so that it’s clear which documents are for which task, and so that you can essentially set up a “Document List” of documents that need to be completed. From an auditing perspective, you can mark tasks/documents as approved and not approved, and you can add comments to the tasks and documents.
  • You’re going to love our new marketing product. Reesio now automatically takes all of your transaction details and creates a public marketing/property page with a public URL that you can use to market your property. You can share this URL via social media, put it on your website, and even put it in your MLS listing. It’s a clean, beautiful way to manage all of your property details and marketing all in one place.
  • You now have the ability to make/accept/decline/counter offers directly within Reesio! No more emails back and forth and having to look through every Purchase Agreement to see what offers have been made. With Reesio Offers, Buyer’s Agents can make offers directly through the public property page in less than 5 minutes, and Listing Agents can view all of the offers received with all of the key details for each offer in a beautiful table format. Listing Agents can drill into each offer and open up the actual Purchase Agreement and e-sign it right within Reesio so that your Seller will be in contract! And instead of having to send out a bunch of emails declining the offers that you don’t want, you can mass-decline several offers with just 2 clicks of a button. You can also go through the entire counter-offer process right within Reesio, and see a trail of every counter-offer related to the original offer.
  • A great combined feature of both the public property page and offers is that Listing Agents can take the public property page URL and insert it into their MLS listing, with instructions for Buyer’s Agents to make offers through that page. When done so, the offers from Buyer’s Agents will automatically show up in your Offers tab within Reesio. Buyer’s Agents love this as well because they can track their offers made. It’s a win-win for all parties involved.
  • Last but not least, we’ve also launched a lead-gen product that allows you to receive Buyer leads directly into your inbox through the public property page. This lead-gen product is a premium subscription that costs $199/month. It is completely optional, and even if you choose not to subscribe to it, you can still use our transaction management, offers, and marketing products completely for free. The way the lead-gen product works is that Buyers will come across your public property page, and reach out to you to ask a question or have you represent them on making an offer for the property. This is a great way to get additional leads and make additional income for a low monthly fee. To sign up for this lead-gen product, just go to your “Leads” tab within your transaction dashboard.

September 30, 2013

  • When a document is uploaded, the progress bar was showing as being completed a split-second before it was actually completed and ready to be shared or e-signed. We fixed this so that the progress bar doesn’t show as completed until the document has actually been fully completed. So you now officially know when a document has been uploaded and can be shared or e-signed.
  • We continued working on the awesome (but stealth) features that we’re launching on October 29th!

September 23, 2013

  • Reesio is hiring! We created our We’re Hiring page, which you can check out here.
  • Fixed a bug for when a document is deleted by an admin of the brokerage (not the document owner), the deleted document activity now shows the admin as being the one who deleted the document. Before, it was showing the document owner as the one who deleted the document.
  • We continued working on the awesome (but stealth) features that we’re launching on October 29th! (just a clarification that we’re launching these new features on Tuesday, October 29th, not Monday, October 28th).

September 16, 2013

  • Deleted all of our product update posts that were previously on our blog. Now our blog is completely clean and focused 100% on content!
  • Updated the coding on some of our pages to better optimize for SEO.
  • We continued working on the awesome (but stealth) features that we’re launching on October 28th!

September 9, 2013

  • We launched this new Product Updates page! Prior to this page, we were making all of our product updates on our blog, which wasn’t really giving us the ability to make quality content blog posts (because it was being cluttered with product update posts). By creating this separate Product Updates page, you now have a one-stop shop place to see all of the new features that we’ve launched for that prior week, and you can check out our blog for awesome new content!
  • Fixed a bug that wasn’t allowing clients to see signature/initial tabs within documents in DocuSign.
  • Fixed a bug to now allow for the following: if agentA from the same brokerage uploads a document in a transaction, agentB should be able to share/delete that document if agentB is an Admin of that brokerage who has joined that transaction.
  • Changed the Edit Property Details feature so that only the transaction creator and their Admins can edit those property details (before, anyone within a transaction could edit property details).
  • Fixed a bug that wasn’t allowing individual docs to be custom-shared with transaction members.
  • We continued working on the awesome (but stealth) features that we’re launching on October 28th!

September 3, 2013

  • For this recent sprint, everything that we worked on was for the awesome (but stealth) features that we’re launching on October 28th!

August 26, 2013

  • Made some text changes to the Support page, as well as some of the emails that go out from our system.
  • If you delete a Workflow Template, you now get asked for confirmation that you indeed want to delete it before it disappears.
  • We’ve color-coded the Selling and Buying buttons within the create a transaction flow, so that when you press one of the buttons, it turns green. This makes it clearer which button you’re pressing, and which role you have in the transaction that you’re creating (Listing Agent or Buyer’s Agent).
  • We’ve added tool tips to all of the buttons on the Templates page, so that it’s clear what each button does.
  • After your first transaction gets created for free, if you don’t have a paid account yet, the blue “Create Transaction” button turns into an “Upgrade” button, so that it’s clear that you need to upgrade in order to create additional transactions. We also added our sales phone number to the Upgrade modal so that it’s easy to call us for any sales inquiries.
  • We continued working on the awesome (but stealth) features that we’re launching on October 28th!

August 19, 2013

  • Began the process for migrating our site to Ruby 2.0.
  • Added text to the welcome email that new transaction members receive, letting them know that the initial sign-up link that we send them expires after 6 hours for security purposes (and how to retrieve their password if the 6 hours has passed).
  • We continued working on the awesome (but stealth) features that we’re launching on October 28th!

August 12, 2013

  • Fixed a bug that wasn’t allowing Admins who joined a transaction to edit anything in the Workflow.
  • Fixed a bug that wasn’t re-directing users with a paid seat to the Billing page when they clicked on the Billing link.
  • Fixed a bug that was not showing the updated total number of seats in the modal when selecting how many paid seats in Group billing someone wanted to purchase.
  • Fixed a bug that was not showing the tutorial video on the Broker dashboard.
  • We continued working on the awesome (but stealth) features that we’re launching on October 28th!

August 5, 2013

  • We added a “Broker” role at the transaction level. This means that a person can be added to a transaction as a Broker. The same Broker can be added as a member of the inviter’s brokerage. This will make the invitee a Broker in your brokerage, but without admin permissions.
  • We now no longer send out task due reminder emails for tasks that are in transactions that have been archived (even if those tasks haven’t been checked off as complete yet).
  • Changed the title of the workflow templates tab from “Workflow” to “Templates”. This was done for two reasons: 1) to help distinguish the workflow templates section from the actual workflow section within the transactions, and 2) because we’ll eventually be adding document templates to the Templates section, so we want it reflect that it’s all-encompassing.
  • We now show the IE pop-up message to switch to Chrome or Firefox on the Transactions List page (if you’re using IE).
  • Fixed a bug that wasn’t allowing you to hover over the transaction creator avatar on the Transactions List page and see their role type (everywhere else within the product you could see their role type when hovering over their avatar).
  • Fixed a bug that wasn’t showing a profile photo immediately after uploading it and pressing the Update Profile button. We also added a loading indicator to make it clear that the photo is uploading.
  • Fixed a bug that wasn’t allowing the broker to view certain signing activities specific to certain people (that includes an agent) within the Activity tab.
  • Fixed a bug in step 2 of adding a member to a transaction, where it was not saving the role type if you clicked on the tool tip.
  • We continued working on the awesome (but stealth) features that we’re launching on October 28th!

July 29, 2013

  • When you send a message to someone within Reesio, we now show an error message if you don’t enter something in the subject line or the body of the message.
  • Added a loading indicator to when a new message is being sent so that it’s clear that it’s being sent.
  • Fixed a bug that was still sending out a task reminder email, even when the task was already checked off as being completed.
  • Fixed a bug that wasn’t sending out the final confirmation email that “all” parties had signed a document (was only sending off an email when one person had signed it).
  • We replaced the shorter version of our demo video on the Broker Dashboard with the full-length version from one of our webinars.
  • Speaking of webinars, we changed our webinar days of the week from Mon/Weds to Tues/Thurs. This is so that we demo all of the new changes pushed live every Monday during our Tuesday webinars (before, the webinars were taking place on Monday a couple of hours before we pushed the new changes live). Webinar times remain the same — 1:30pm Pacific time on Tuesdays and 10:00am Pacific time on Thursdays.
  • And of course, 90% of our time was spent continuing to work on the awesome (but stealth) features that we’re launching on October 28th!

July 22, 2013

  • We made significant improvements to the Messages section within a transaction. Specifically, we made the following changes:
  • We re-designed the Messages interface to be cleaner and easier to use, and to more closely mirror the way Facebook messages/conversations look.
  • The first message that you send now has an easy to read “To”, “Subject”, and “Body” to the message.
  • To send a message to someone in a transaction, just put your cursor in the “To” section and start typing that person’s name or email. A list of eligible transaction members that you can message will appear that you can choose from that list. You can send a message to as many people within a transaction as you want, and it will show up as a conversation thread (again, similar to Facebook).
  • The left side nav bar of the Messages section was vastly improved. It now shows the avatar of the person or people that you sent a message to (before, it was showing your avatar). The left nav bar also now shows the date that the last message was sent, and if you hover over the date, you can see the time that the last message was sent. And when you select a message to view on the left side, it highlights that message in the left nav bar, so that you know which message was selected.
  • We made some stylistic changes to the Broker Dashboard because there were some issues when people had long brokerage names or addresses, the text would run into other sections. This now should be fixed.
  • We made improvements to when an admin is just “observing” a transaction vs. when an admin actually “joins” a transaction. So just to recap, anyone with admin privileges within a brokerage can see everyone else’s transactions. As an admin, you can remain as an “observer” for each transaction, which means you can see everything going on within each transaction, but you can’t actually perform functions within a transaction like uploading docs, changing tasks, etc. In order to perform functions within a transaction, you have to click your grayed-out avatar to actually join the transaction. Once you do that, you then have the capability of performing any action within that transaction, just like the person who created the transaction does.
  • Along those lines, we changed it so that anyone with admin privileges can view the Notes entered into by the person who created the transaction (because Notes are private to everyone else in a transaction — now they’re private to everyone except those with admin privileges).
  • We added some messaging to the Signed Documents tab that says that you can’t mark a signed document as private (because it’s already been shared with the people who signed it). Of course, you can still share a signed document with the public or share a signed document with specific transaction members.
  • We continued working on the awesome (but stealth) features that we’re launching on October 28th!

July 15, 2013

  • We revamped the design of our Blog to match the rest of the site and to make it easier to follow and share stories.
  • You can now share a signed document publicly within a transaction, just like you can with an uploaded document (before, you could only share a signed document with specific transaction members).
  • We fixed the “Copy URL” button on the Invite Brokerage Members modal so that you don’t have to manually highlight and copy the unique invitation link anymore.
  • We changed the first-use experience for Agents that get added to a transaction, and who didn’t previously have a Reesio account. Before, those Agents would be taken to the Broker Dashboard to create a brokerage. Now, those Agents get taken right into the transaction. Brokers & TC’s still get taken to the Broker Dashboard when added to a transaction.
  • Firefox recently launched v22, and some features in their new launch were causing a few hiccups in our system with regards to uploading documents. That has now been fixed, so it won’t matter which version of Firefox you’re using — everything should upload correctly now.
  • Fixed a small bug in the Workflow calendar.
  • Fixed a small bug regarding the types of file names that are accepted when uploading a file — now any file name type is accepted.
  • The brokerage phone number now shows up in the cover photo section of the Broker Dashboard.
  • Changed some of the language in our email notifications that go out.
  • Made some changes to our FAQ’s.
  • Added a tool tip to the credit card security field.
  • And of course, 90% of our time was spent continuing to work on the awesome (but stealth) features that we’re launching on October 28th!

July 8, 2013

  • As promised last week, you now have the ability to automatically add existing users to transactions without them having to officially join the transaction. This means that you can send/receive/e-sign docs, share tasks, and send messages with that person within Reesio right after you add them. No more having to wait for them to “join” the transaction. So nothing should slow you down now!
  • We made text changes to several of the emails related to the bullet point above to help them account for this new scenario.
  • We added error messaging to the credit card section, so if you don’t enter in a correct card number, expiration date, 3-digit code, or address, it will now return an error message and ask you to fix the info before re-submitting your card information (before, it wasn’t showing you any kind of error message regarding why it got declined).
  • We’ve made the address in the Edit Brokerage Details section no longer required. We also added a Phone Number field to this section. Only the brokerage name and phone number are required when entering this info.
  • We added some messaging when adding someone into a transaction that stresses the importance of using someone’s legal name. This is because DocuSign requires the user’s official legal name for authentication purposes.
  • Admins within a brokerage whom haven’t officially added themselves to a transaction can no longer add other transaction members unless they’ve officially added themselves to a transaction.
  • We now show an “Edited Date/Time” for Notes that were edited (in addition to showing the date that the note was first created).
  • You now have the ability to delete a note that you created (lower-right section of the Notes page).
  • We added a more responsive notification in the Notes section to show you in real time that the note is saving.
  • Fixed a bug that was closing the Workflow task calendar when you changed the month.
  • Added the file number for each transaction to the Transactions List page.
  • And of course, 90% of our time was spent continuing to work on the awesome (but stealth) features that we’re launching on October 28th!

July 2, 2013

  • You can now automatically add a member to a transaction without them having to sign up for a Reesio account first. What does this mean? This means that when you add a member to a transaction, you can begin sharing documents with them, sending documents for e-signature with him/her, assigning tasks to him/her, etc. BEFORE they join Reesio. The member will still be required to create a password before viewing the document or completing the task, etc., but he/she will not have to join Reesio before you begin interacting with him/her in our product. This should hopefully speed up the process for working within the transaction. However, this new feature is only for new users that don’t already have a Reesio account.
  • Next week, we will be adding a feature to allow you to automatically add members to a transaction that you have previously invited into another transaction, without them having to actually join the new transaction (you’ll be able to search for previously added members and quickly add them to new transactions).
  • As part of the revamped transaction member invitation interface, you can now designate to add someone directly into your brokerage when you add them into a transaction (before, you could only invite someone into your brokerage from the brokerage invitation link). Just select “Yes” under the question of “Is this member a part of your brokerage?” when inviting someone, and that person will automatically be added to your brokerage without having to do anything else. You can still invite someone into your brokerage through the brokerage invitation link if you want.
  • After much demand, we have finally created a Notes section! You can find the Notes section within each transaction. From here, you can create as many notes as you want for that transaction. The notes are private to only you and your brokerage admins, so no one else within a transaction can see your notes (unless they are an admin within your brokerage).
  • We fixed a bug with the task reminder email that was sending out the reminder even when a task was marked as completed. We also revised the layout of this email and changed the send-out time to be 9:00am Pacific. So you should now only receive this email when you have at least one task that’s due within 2 days or is past due.
  • There was an extra activity notification that was showing up in the Activity tab when someone signed a document, saying that the document was shared (which didn’t make sense). Now when someone signs a document, it simply says that that person signed the document within the Activity tab. And there is still the activity that shows up when all required parties have signed a document.
  • We now show an activity in the Activity tab if a document or envelope gets deleted.
  • We now automatically add a file number to each new transaction that gets created — this can viewed in the Property Details section at the top of the transaction dashboard.
  • The payment confirmation email that gets sent out was cleaned up to be more clear about what amount was paid, and this email now goes out with each month’s (or year’s) payment, not just the first payment made (which is when the email was going out before).
  • We added a pop-up modal on the Broker Dashboard for IE users, letting them know to use Reesio in Chrome or Firefox instead (as our product works best in Chrome or Firefox).
  • We changed the content of some other notification emails to be clearer.
  • We’ve updated our Terms of Service — please be sure to read them.
  • We switched our DNS provider from Zerigo to Amazon (as promised in our earlier email).

June 24, 2013

  • Implemented a daily reminder email that will now go out to anyone that has a task due within 2 days. This email reminder will go out once a day until the task has been completed.
  • We now show an activity in the Activity tab if someone has viewed a document that has been sent to them for signature.
  • Implemented AJAX uploads for cover photos — this will create a better experience for uploading cover photos on the Broker Dashboard page.
  • We added social sharing icons on the blog so that you can now tweet, post to FB, etc. all of our blog posts.
  • We continued planning for the creation of public transaction pages, which we’ll be launching in a few weeks. This is a big project, and it’s going to create an awesome new way to market your properties and have people join your transactions.
  • We began planning for a revamped invitation process for transactions, which will allow you to designate if an agent that you’re inviting is part of your brokerage or not. This will ultimately give you a couple of choices for inviting someone into your brokerage.
  • We now show a tool box on the Broker dashboard that lets users know to use Chrome or Firefox. Please remember that we do not support IE, as it’s an out-dated browser that isn’t well supported by Microsoft.
  • We fixed a bug that was giving an error message when deleting a Pending Signature document.

June 17, 2013

  • Due to popular demand, we added several more email notifications that go out to users. Specifically, the new emails that go out include:
    1. When you receive a new message from someone within Reesio.
    2. When a due date of a task has changed.
    3. When a task that you assigned to someone has been completed.
    4. When a document that you sent out for signature has been signed by one person.
    5. When a document that you sent out for signature has been signed by all parties.
    6. When a new member has joined a transaction.
    7. To Brokerage Admins, when someone in your brokerage creates a new transaction.
  • Along the same lines, we we added several more notifications that show up in the Activity tab. Specifically, the new notifications in the Activity tab include:
    1. When an additional Workflow template has been added.
    2. When a new task has been created.
    3. When a task title or description has been edited.
    4. When a new transaction has been created.
  • Revamped the Complete Profile section on the Broker Dashboard that someone can fill out after creating a new account. This section is now a clean/clear modal that pops up when clicking the Complete Profile button.
  • Revamped the Profile Settings page to be easier to navigate and to submit new info.
  • Added a tooltip to help identify where to add/edit a Brokerage logo.
  • We revamped all of our photo uploading on the site to be easier and faster.
  • Changed the MLS field box so that you can now enter in any characters in it (before you could only enter in numbers).
  • Added a loading indicator for when you apply a promocode to billing so that it’s clear that it’s processing.
  • Fixed a bug that wasn’t letting someone edit more than one transaction detail at a time.
  • Fixed a bug that wasn’t updating the brokerage name automatically after submitting it in the Edit Brokerage Details section.
  • Fixed a bug that wasn’t letting someone delete a document in the Pending Signatures tab.

June 10, 2013

There were 2 major projects that we worked on and finished this week:

  1. Added Group or Individual billing options.
  2. First use wizard for new users that sign up through the home page.

Let’s take a look at each one of these more in-depth to find out what these new features offer and how it might impact you.

Group and Individual billing:

  • Prior to this week, we only offered group billing, which meant that each brokerage could only have one credit card on file, and everyone’s paid seat had to fall under that one credit card.
  • With this new release, brokerages now have the choice between group or individual billing. The first person within a brokerage that decides to sign up for billing will be the one who makes this choice for the rest of the brokerage. Note — this does not mean the first person in the brokerage, it just means the first person who signs up for billing (which can be anyone in the brokerage).
  • If the person signing up for billing signs up for group billing, then the functionality will mostly work as it previously did, where the person who signs up for billing can buy as many seats as he/she wants to. However, unlike before, if you buy multiple seats, and then people join your brokerage, we will automatically assign a seat to them (before, you had to assign a seat to him/her after he/she joined). If someone joins a brokerage prior to you buying additional seats for him/her, we will send everyone in the brokerage with Billing privileges an email letting them know that they need to buy additional seats for those new members. Once one of those members with Billing privileges buys more seats, someone with billing privileges will have to go to the Brokerage Members page and assign a seat to that person.
  • As before, anyone with Billing privileges can add more paid seats to an existing credit card on file when group billing has been set up at any point in time (you can give someone Billing privileges on the Brokerage Members page).
  • If the person signing up for billing signs up for individual billing (instead of group billing), then that person will only pay for their seat, and each additional member that joins the brokerage will be required to provide a credit card and pay for his/her own seat.
  • If you’re an existing paying customer and already have billing set up, then whether you have group or individual billing depends. If you have purchased more than 1 seat for your brokerage, we have automatically given you group billing. If you have purchased only 1 seat, then we have automatically given you individual billing. You can double-check which billing option you have by clicking on the “Billing” link in the upper-right corner next to your name and looking at your plan on the Billing page. If you want us to change which type of billing you have, please send us an email to support@reesio.com and we’ll change that for you.
  • We now automatically send you a payment confirmation email each time that you purchase seats (whether it’s group or individual billing). You can also check out your Payment History by going to the Billing page and clicking on the appropriate link.

First use wizard for new users:

  • For all new brokers, transaction coordinators, and agents who sign up from the home page, we offer a wizard/tour that you can go through to see how to add your brokerage details, invite brokerage members, and create a new transaction.
  • This wizard does not show up if you join a brokerage through a brokerage invitation link or if you join a transaction — it’s only for people who sign up through the home page.
  • During the tour, you can complete each step that we show you, or you can skip the tour and come back to it later. If you want to re-start the tour, there is a module on the Broker Dashboard, where you can press the green “Start Tour” button.

Other miscellaneous items finished this week:

  • If you try and remove permissions from yourself, we now prompt you to make sure that you want to remove permissions from yourself. This helps eliminate accidentally removing them from you.
  • We changed the place to upload your brokerage logo. Instead of doing it from the Edit Brokerage Details section, you can now just click on the logo silhouette and it will prompt you to upload a logo.
  • We’ve re-vamped the photos on the Brokerage Members page to be bigger and better.
  • Made some miscellaneous text/image changes on the site.
  • Added a Google+ icon at the bottom of the site that links to our Google Plus page.

June 3, 2013

  • A lot of this week’s sprint was spent putting together the architecture for allowing for both group and individual billing options for a brokerage. Right now we only offer group billing, but we’ll be releasing individual billing on June 10th as well. Check back on our blog next Monday to see all of the details of how that will work.
  • We also spent a lot of time architecting a first use wizard that will walk new users through the steps of adding brokerage details, inviting brokerage members, and creating a first transaction. This will also be released on June 10th, so check back on our blog next Monday to see all of the details of how that will work.
  • We’ve updated our Terms of Service.
  • We updated several content pieces throughout the site to make things clearer.
  • We now default new transactions that you need to join to the top of the Transactions page so that you can easily view and join them (they were showing up at the bottom of the page before).
  • We made the confirmation flash message more noticeable for when you resend a transaction invitation on the See All Transaction Members page (it now shows up under the avatar of the person that you resend the invitation to).
  • We implemented a lot of SEO requirements needed to improve our SEO rankings.

May 27, 2013

  • We completely removed the ability to search for brokerages during the signup process. We got a lot of feedback from customers that they were confused by this entire process, and we had people joining wrong brokerages, etc. So to mitigate this, the signup process is now just a 2-step process: 1) entering in your information on the home page and then 2) choosing a role type on the next page.
  • Once that is done, your brokerage has been created and we now show you a “What To Do Next?” module that walks you through how to add your brokerage details, invite transaction members, and get started in creating transactions.
  • Because of the above, this means that the only way to join a brokerage now is by receiving the unique invitation link from someone else who has already created a brokerage. And of course, anyone can still create a new brokerage/account from the home page if one doesn’t already exist for your brokerage.
  • Because of the above, there’s now no longer a need to “approve” people into a brokerage because anyone that joins your brokerage can only do so through the unique invitation link (and we assume that if you’re sharing this unique link with them, that you want them to join, so we don’t want to burden you with having an extra step of having to approve that person).
  • We eliminated a couple of emails that used to go out, asking you to approve someone into a brokerage or telling you that you’ve been approved into a brokerage (because it’s no longer necessary).
  • If a Transaction Coordinator joins a brokerage and then they create a transaction, it now automatically defaults their role within that transaction to Transaction Coordinator (before it was defaulting it to Listing Agent or Buyer’s Agent).
  • When someone joins a transaction at through the email invitation link that they get, it will automatically include their email address in the field so that they only have to enter in their name and password to join.
  • Along with the above, we changed the content of the email invitation that goes to someone when being invited into a transaction to make it clearer on how to join.
  • Made some text changes throughout the site to make things clearer.
  • We re-organized some of the information on the Brokerage Dashboard under the updates and information sections.
  • We added a “Complete Brokerage Profile” section to the Broker Dashboard to help users navigate where to go to update their brokerage information (this is in addition to the pencil icon on the right side of the Broker Dashboard).
  • If someone that already has a Reesio account tries to join another brokerage through the unique invitation link, we prompt the user to contact Reesio to switch brokerages (we don’t offer the ability yet to automatically switch brokerages — that feature will be coming later).

May 20, 2013

  • We added an “Apply” button next to the promocode field when you enter in your credit card information, and when you click on the Apply button, you can see the exact amount of the discount that your promocode will give you and what will be charged to your credit card prior to submitting it.
  • After redeeming a promocode, we now show you the discount pricing that you’re paying on the Billing page (before, it only showed the amount prior to the promocode being applied).
  • We made several content changes to the How It Works and Support pages.
  • We changed it so that all documents sent through our DocuSign integration now come from “Reesio Support” instead of “Jonathan Mui” (Jonathan is our CTO, and we love him, but people were confused by who their signed documents were coming from).
  • As an admin of a brokerage, you can now add yourself to a transaction created by someone else within your brokerage directly from the Transactions List page (if you recall from last week, we added the feature to allow you to add yourself on the Transaction Dashboard — now you can do it right from the Transactions List).
  • We now show an Activity when someone removes themself from a transaction.
  • Fixed a bug regarding an error message that showed up after removing oneself from a transaction.
  • We now have placeholder formats when entering in the property price or a phone number.
  • We fixed a bug regarding the Workflow calendar not disappearing when you click away from it.

May 13, 2013

  • We made a big improvement to allow anyone with Admin privileges to instantly add themselves to a transaction with one click. To do this, you must have Admin privileges. Just go into a transaction and you will see your avatar grayed out in the Transaction Members section in the top right. Simply click on your avatar, and you will be instantly added into a transaction! From there, you will have the same privileges as the person who created the transaction, which means you can upload and share documents, review every document sitting in a transaction, check off tasks as being completed for others, etc. This is perfect for Transaction Coordinators where their agents have created the transactions, and they want to be able to manage everything for their agents.
  • You can also remove yourself from a transaction if you have Admin privileges by clicking on the See All link in the Transaction Members section and then clicking on the Remove link.
  • You can now add multiple workflow templates to their workflow for each transaction. When a transaction is created, you choose one template to add to your workflow. After your transaction has been created, you can add more templates within the Workflow tab by clicking the Add Tasks from Template button on the right. Simply choose a second template that you’d like to add tasks for, and those tasks will get added to the end of your existing template (for that transaction only).
  • Brokerage members with Admin or Billing privileges can now remove themselves from having privileges, as well as remove these privileges from other Brokers or TC’s (who also by default have these privileges). Previously, you could only add/remove these privileges for Agents. To do this, go to the Brokerage Members page and de-select the lock or money icon next to the names for whom you want to remove privileges.
  • We’ve changed how pro-rated billing works for when you buy additional seats at a date later than when you bought your original seats. Now when you add additional seats, it will charge you a pro-rated amount right away for those additional seats for the time remaining until your normal billing date (i.e. the date that you originally created your first paid seats). When your normal billing date comes around, you’ll then be charged the full monthly subscription price for all of your seats. For example, if you buy your first 5 seats on May 10th, you’ll be charged the full amount for those 5 seats on that day. Then if you buy 3 additional seats on May 25th, you’ll be charged a pro-rated amount of 50% for those 5 seats on May 25th (because you bought those additional seats half-way through your billing cycle). Then on June 10th, you’ll be charged the full amount for all 8 of your seats.
  • Fixed a bug that wasn’t allowing brokerage members with Admin privileges the ability to edit brokerage details.
  • Made several text changes on the Broker and Transaction Dashboards.
  • Fixed a bug regarding double brokerage roles being created.
  • Fixed a bug that wasn’t allowing tasks that you create in a workflow template to carry over in the same order when a transaction is created. So now when you add a template to a transaction, the tasks will be in the exact same order as they were originally set in that workflow template.
  • We now generate an activity within the Activity tab when a task is deleted.
  • Fixed a bug that wasn’t showing the file name after uploading a photo.
  • There were some selections of certain icons throughout the site that took a few seconds to show as selected after pressing them. We’ve now made this faster so that when you select something, it shows as highlighted/selected right away.
  • We made some UI changes to make the Brokerage Members page a bit cleaner and easier to navigate.
  • We fixed a bug regarding the phone number field on the Account Settings page.
  • We did some internal work to match our demo environment to our testing environment (unseen to users).

May 6, 2013

  • Anyone with Admin privileges within a brokerage can now drag and drop the order of tasks within a template that gets created. When a transaction is created, the tasks will appear in the Workflow tab in the order that they were created within the template.
  • Anyone with Admin privileges within a brokerage can also duplicate a template with one click.
  • Agents and anyone within a transaction can now drag and drop the order of tasks within the Workflow tab after a transaction has been created.
  • We made several improvements to the Search Brokerage functionality during the signup process. You now need to search by the unique identifier to find a brokerage in the system, which is the physical street address (instead of the brokerage name). Keep in mind that a brokerage will only be in our system if someone from your brokerage already created it. If not, you can easily create a new one from the search box.
  • On the Brokerage Registration page (the 4th screen when joining an existing brokerage from the home page), we now show up to 20 avatars/photos of existing brokerage members to make it easy to identify who is in your brokerage.
  • Made improvements to the Pricing page.
  • We now show the webinar links on the Broker Dashboard.
  • The default order of members listed on the Brokerage Members page is now alphabetical vs. being random.
  • Fixed a bug regarding the file name not showing up when uploading a property photo from the Edit button on the Transaction Dashboard.
  • Fixed a bug regarding capitalization when someone entered in an email address (before it was checking for capitalization when matching email addresses for people invited into transactions).
  • The border on all field boxes is now orange instead of blue.

April 29, 2013

After successfully launching our broker product on April 23rd, we spent the past week focusing on improving the invitation process when inviting a transaction member and joining a transaction (based on customer feedback that we received). So most of the changes for this weekly sprint revolve around the invitation process of a transaction. However, we also made improvements to the brokerage flow.

  • Now either type of agent (both Buyer’s Agents and Listing Agents) can now invite both Buyers and Sellers. Previously, only Buyer’s Agents could invite Buyers and Listing Agents could invite Sellers. By allowing either agent to invite either type of client, we now solve for situations where there is Dual Agency.
  • Clients are no longer able to invite transaction members.
  • There now is a “Transaction Coordinator” role in the Invite Transaction Members section, so that if you have TC’s that you want to invite into a transaction, you can do that now.
  • Cleaned up a lot of other small items with regards to inviting transaction members, such as showing that the page is loading after pressing Submit, removing previously entered fields when adding a new transaction member, and adding an error message if you try inviting someone into a transaction that you’ve already invited.
  • We now CC the person that did the inviting on the email invitation that goes out to an invited transaction member.
  • It’s now easier to remove a pending transaction member.
  • You can now resend an email invitation to a pending transaction member who hasn’t yet joined a transaction.
  • You can now see the email address of each transaction member on the See All page.
  • In our new brokerage flow, if a user created a brokerage prior to our new broker product launching on 4/23/13, we now prompt them for their address upon logging in (because address is our key differentiator among brokerages with similar names).
  • When editing brokerage info, we now show an error message if you don’t enter in all of the required fields.
  • Fixed a bug with the cover photos.
  • Fixed a bug regarding archiving a property.
  • Now showing a blocked message if a member is declined from joining a brokerage.
  • We improved the UI of the Brokerage Creation page to make it easier to search for, join, and create brokerages by address.
  • We improved the billing flow for creating paid accounts and adding additional seats.
  • On the Brokerage Members page, you can now see the date joined of a brokerage member.
  • Several other small bug fixes.

March 25, 2013

  • We’re continuing our march towards launching the broker product next month! Creating this new product is taking up a majority of our time, but we’re excited because things are coming along nicely and this is going to be great for brokers!
  • We fixed a bug regarding default templates not showing up in the Workflow when you create a new transaction.
  • You can now change the status of a transaction based on where it’s at in the process. The choices are: Active, Active Contingent, Pending, Sold, and Inactive. Based on which one of these options you choose, the color of the circle next to the property photo will change. You can change the status of a transaction either from the Transactions List or the Transaction dashboard page.
  • You can filter transactions on the Transactions List page by the status of a transaction.
  • Fixed a bug regarding the tool tips above avatars getting cut off.
  • Made other text changes to the site.

March 18, 2013

  • Ongoing content updates to the RealTech SF 2013 page.
  • Continued to build out the back-end infrastructure for the new Broker/Transaction Coordinator flow that we’re launching next month.
  • Designed the layout for the Broker/TC Workflow section.
  • Designed the layout for the Broker/TC sign-up process, as well as the process for joining another Broker/TC’s account.
  • We separated the “Create Transaction” section from the signup flow. This means that as a new user when you sign up for a brand new Reesio account, you won’t be required to create a transaction. Instead, after you enter information about your profile, you will have a pop-up that comes up that asks you for property info if you want to create a transaction, but that’s optional. You can completely skip creating a transaction altogether.
  • Similarly, whenever you create a new transaction, the same pop-up appears that you can use to enter in property details and to create a new transaction. The current screen stays in the background, so if you decide that you don’t actually want to create a new transaction, you can exit out of the pop-up and go back to the work that you were doing.
  • We put an error validation message in place if you enter in the price with any characters that are not numbers only. We are looking to change this flow so that you can enter in non-numerical characters for the price at some point and have the system recognize what it should be.
  • We’ve changed the “Agent Dashboard” page to now be a “Transaction List” page. This page also now shows more than just a thumbnail of the property and the address. It shows the date that the transaction was created, who it was created by, and the transaction members.
  • We created a new top navigation bar, which is cleaner and sleeker compared to the old one.
  • We fixed a bug regarding the time/date stamp of an account creation.

March 11, 2013

  • We spent a lot of time this week putting together the page for our RealTech SF 2013 event. This is going to be a huge event, so if you haven’t gotten your tickets yet, be sure to do so before the early bird tickets are all snatched up!
  • We started putting together the framework of the new Broker & Transaction Coordinator flow that we’ll be launching next month (the exact date is a surprise - be sure to read Inman News for the breaking story of when this will be launched).
  • Added front-end validation to Messages so that you know that you need to enter something in the body of the message in order for it to get sent.
  • We implemented several architecture and back-end updates to make the site even faster than it already is.
  • Fixed a few bugs regarding uploading and sharing documents.

March 4, 2013

  • For all document-related tasks, you will now see actionable buttons within those tasks, where you can upload/share/e-sign documents directly from that task, without having to manually go into your Documents tab first. Third parties can access this as well so that when they have document-related tasks to complete, they can easily do that from their Workflow tab.
  • If you move a task from the Library into your Task List, it now automatically is removed from the Library (so that you can’t add it in twice). If you delete a Library Task from your Task List, the task automatically goes back into the Library.
  • Removed the confirmation window when you delete a task.
  • We changed the calendar so that you can no longer set a due date that’s in the past.
  • Under the Pending Signatures tab, you can now see who has already signed a document and who hasn’t — anyone who hasn’t signed a document has their avatar grayed/blurred out. Once they’ve signed it, a clear picture of their avatar will appear. Once everyone has signed a document, then it will move into the Signed tab.
  • Only the creator of a task can now edit a task.
  • Clients can no longer add/edit a Workflow.
  • You can now add an assignee to a custom task.
  • We’ve added pop-up confirmations to indicate when you’ve added, deleted, or marked/un-marked a task as complete.
  • We’ve added numbers to the All/Open/Complete task filters so that you know how many tasks are remaining in each group.
  • We made only the title and description fields required for creating a custom task - due date is no longer required. And we’re showing an error message if you don’t enter in something in the title and description fields.
  • When you click on View Transaction, it now automatically re-directs you to the Workflow tab by default.
  • Clients can no longer send new messages to each other (but they can still respond to previously sent messages that have other clients on the conversation thread).
  • We’ve updated the welcome and invitation emails that get sent out to agents, clients, and third parties.
  • When you change who a document is shared with, the avatars of the new/removed people automatically appear/disappear.
  • New tasks that get added to your Task List now default to going to the top of the list instead of the bottom of the list. If the task has a due date, then it will get moved to the appropriate spot in the list once you hit refresh.
  • If someone is logged in and they click a signup link from an old email, it now re-directs them back to their dashboard.
  • We’ve revamped our Support and How It Works pages to reflect the new changes that we’ve made over the past 6 weeks.
  • Fixed a bug regarding not being able to close the Library Task window.
  • Fixed a bug that was preventing users from opening up previously uploaded documents.

February 25, 2013

  • We are halfway done with the new Checklist, Workflow, and Alerts/Activity features that we’re building out. This is what’s been done so far:
    1. You will now see a “Workflow” tab on the left-hand side that you can use to create a checklist of tasks for you and others in a transaction to complete.
    2. Reesio has taken the time to create a “library” of all of the potential tasks that someone might encounter during a real estate transaction. There is a separate library of tasks for Listing Agents and Buyer’s Agents (depending on what your role is in a particular transaction).
    3. When you create a new transaction, Reesio automatically takes a subset of the library tasks that we feel are the most common, and we give you a default workflow with those tasks. The default workflow is dependent on whether you’re a Listing Agent or Buyer’s Agent.
    4. From there, you can easily customize the workflow to meet your own needs by adding tasks from the library into your workflow, or by removing tasks from your workflow and putting them back into the library.
    5. You can also free-form type in your own customized tasks as well. You can edit the name or description of a customized task after it’s been created (there is an edit button that shows up next to the name of a customized task and description).
    6. You can add/change the due date for all tasks. The workflow is sorted by due date, so if you add/edit the due date for a task, it will automatically move to the appropriate place in the workflow.
    7. For all tasks, it immediately assigns the task to you. However, you can edit the assignee and assign a task to a different transaction member by clicking on the assignee’s avatar within that task. During next week’s release, you’ll be able to assign customized tasks to other transaction members right when you create a customized task.
    8. You can manually check off tasks - when you check off a task, a green check mark shows up and a line goes through the task, indicating that it’s been completed.
    9. You can filter tasks by “All”, “Open”, or “Completed”.
    10. You can delete any task.
  • You can now invite 3rd parties into a transaction, such as Loan Agents, Escrow Officers, etc.
  • You can no longer delete documents that have been signed nor can you remove a signed document from being shared with anyone who has already signed it (but you can still share a signed document with other members).
  • Fixed a bug related to documents that were going into the Pending Signatures tab prior to sending it off for signature.
  • We removed the sharer’s name from the custom document sharing section (because you can’t share a document with yourself).
  • Fixed a bug that wasn’t allowing invited agents to create their first transaction for free.
  • Made some other text changes throughout the site.

February 19, 2013

  • After uploading, you can now share multiple documents with the public in a transaction (i.e. everyone).
  • Recipients of a Shared or Pending Signatures doc can no longer delete that document.
  • Fixed a bug regarding the first document that someone clicks on after creating a transaction.
  • We are now showing the avatars of who the sharer/creator of a specific document is, along with who the person/persons that the doc has been shared with, and/or who needs to sign it, and/or who has already signed it. You can see these avatars under the “Sharing” column in the Documents tab. You can hover over the avatar to see that person’s name.
  • Fixed a bug regarding sharing documents with a customized group.
  • Fixed some other miscellaneous bugs.
  • Made significant progress on the new Automated Workflow, Alerts, and Activity. The target date that we’ll be launching this is March 4th.

February 11, 2013

  • We’ve completed phase 2 of 2 of revamping the entire Documents and eSignatures flow. The following changes were made to the Documents and eSignatures flow during phase 2:
    1. The eSignatures tab has been completely eliminated, and we now have 3 distinct tabs directly within the Documents tab: Uploaded & Shared, Pending Signatures, and Signed. This should make it easier to know what the status is of each document/set of documents is at any point in time.
    2. Immediately after you upload a document/set of documents, you now have the ability to simply press “Get Signatures”, and it will take you to the inlay that will let you choose who to assign signatures to. From there, it will take you into DocuSign where you can insert the signatures and send it off to those recipients. You can also select an existing document/set of documents from your Uploaded table, and press “Get Signatures” from there.
    3. When assigning signatures to different recipients, you will now see that person’s role type next to their name and avatar.
    4. You can now share multiple documents with people by either uploading all of those documents at the same time and then clicking “Share” OR by highlighting all of the documents that you want to share and then clicking “Share”. (just hold the control button to highlight multiple documents in your table).
    5. You can now share documents with specific transaction members by clicking the “Custom” choice after pressing the Share button. This is in addition to setting documents as private (for just you to view) and public (for everyone to view) that we rolled out during phase 1.
    6. You can now delete multiple documents at once (by highlighting all of them). You can also delete Pending Signatures. But you cannot delete documents that have already been signed (for liability reasons).
    7. We removed the buttons for uploading/sharing documents that clients had, because only agents are allowed to perform those actions.
    8. To open a document, you can now double-click the row that it’s in to open it up (in addition to clicking on the link of the document).
    9. Once you have several documents uploaded/shared with you, the header row at the top freezes so that you can easily scroll through all of the documents and not lose the header.
    10. If you click away after highlighting a document, it will un-highlight it.
    11. Fixed a bug that was letting users send missing documents out for signature.
  • Unrelated to documents, we also made one other product change, which was to remove all links on the Client Join Transaction page, so that clients can’t click around to the rest of the site and get confused. This keeps everything focused for them on just joining the transaction.

February 4, 2013

  • In the Messages tab, we’ve re-ordered the messages on the left side from newest to oldest (so that the newest messages show up at the top, the next newest below that, and so on).
  • When sending a new message to someone under the Messages tab, you’ll now see a cleaner “Add Member” button that will allow you to choose which members you want to send a message to.
  • We removed the Offers tab since that feature won’t be built for a couple of months.
  • Bug was fixed regarding the Edit Property functionality.
  • Bug was fixed with the re-direction of where it takes an agent to after creating a second or later transaction.
  • We made the Edit Property icon a darker color so that it’s more visible - when you highlight over it, it now says “Edit”.
  • We’ve completed phase 1 of 2 of revamping the entire Documents and eSignatures flow. As mentioned last week, we got a lot of customer feedback that the prior flow was confusing. So we’ve made it a priority for last week and this week to revamp that entire flow. The following changes were made to the Documents flow during phase 1:
  • ol li The Documents tab layout has been changed to a Dropbox style table that mimics a lot of the same interface and actions that you’re probably familiar with in Dropbox. li Immediately after uploading a document, you can now share it with all other members of a transaction or keep the document private for just yourself to access. During phase 2, we’ll be allowing you to share a document with specific transaction members. li After uploading a document, you can now open the document back up in its original state that you had uploaded it in. li You can change the Sharing Settings of a document at any point in time after a document has been uploaded. li You can delete a document after it’s been uploaded. li If an envelope gets signed and completed, a pdf of the signed and completed envelope is generated and put into the Documents tab.

January 28, 2013

  • Text and interface change on the Documents tab for Clients.
  • We’ve begun the design work to re-design the Documents and eSignatures interface. We’ve received lots of feedback that the current experience is very confusing, and we’re working quickly to have this fixed. Should be changed within the next few weeks.
  • Bug fixed with regards to Agent re-directing when joining a transaction.
  • Changed the billing experience and text that someone sees when creating a second transaction.
  • Text changes made on Agent sign-up page.
  • Users can now remove a pending transaction member prior to that pending member joining a transaction.
  • li We fixed some bugs with regards to the Messaging system, so now all messages should show up correctly as being sent and received.
  • Profile photos are now showing up in the Messages section.
  • We changed the confirmation banner at the top that shows up when a user completes a certain action.
  • Bug fixed with regards to text that gets sent out in invitation email to Agents.
  • We’ve made the MLS and Price fields optional for Buyer’s Agents when creating a transaction.
  • We’re now allowing an Agent to enter in billing information during sign-up without having first created a transaction.
  • Made the Create Transaction flow for a 2nd or later transaction match the flow for creating a first transaction.
  • Fixed a bug with regards to editing property information.

The Reesio team is hard at work releasing new features every week (Mondays at 5:00pm PST). Most other competitor products only release new features once a month.

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Reesio
5214F Diamond Heights Blvd. #217 San Francisco CA 94131
888-870-7889