DealTap 2.U

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Vote on trending suggestions made by local realtors. Tell us what you’d like to see in our upcoming releases.


Prompt Before Signature Removal


"I really do believe [in] having a prompt letting you know that proceeding will lose your signatures - this would [...]

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8 Votes

vote

Contributor

Linda Milmine

RE/MAX Centre City

London, ON



PDF Mark Up Improvements


"I was marking up a PDF offer with signatures for multiple parties. When I was in preview mode, it was difficult for [...]

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7 Votes

vote

Contributor

Marsha Berry

Boutique Real Estate Corporation

Toronto, ON



Print Deal Without Downloading


“Listing agents are currently forced to download or export the agreement as a PDF in order to print it from [...]

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5 Votes

vote

Contributor

Claude Boiron

Royal LePage Terrequity Realty

Toronto, ON



Users notified when closing deal on a Holiday


“Add holiday/stat holiday notification in calendar (so you are not closing on a holiday)” Royal LePage Terrequity Realty

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3 Votes

vote

Contributor

Royal LePage Terrequity Realty

Toronto, ON



Uploading PDFs into Schedules via cropping tool


“Dealtap will currently only allow the user to upload and crop images into Schedules. Uploading PDFs into Schedules via cropping [...]

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2 Votes

vote

Contributor

Syed Gnaniarsahib

HomeLife Top Star

Markham, ON



Sign with a thinner signature stroke


“Make thinner, clients feel like they are signing with a crayon not a pen” RE/MAX Hallmark

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2 Votes

vote

Contributor

RE/MAX Hallmark

Toronto, ON

Top Contributors

RE/MAX Hallmark

Toronto, ON

HomeLife Top Star

Markham, ON

Royal LePage Terrequity

Toronto, ON

Latest Monthly Releases

  • February 7, 2017

    Below is a list of key updates and improvements we have implemented for the month of December.

    We’ve added revised versions of existing OREA forms in DealTap, in addition to incorporating newly published forms by the Ontario Real Estate Association. This facilitates the process for our users to create deals more conveniently.

    New forms added:

    128 Condition(s) In Offer – Seller Acknowledgement
    204 Schedule – Seller Customer Service Agreement
    205 Amendment to Seller Customer Service Agreement
    206 Schedule – Seller Commission Agreement with Co-operating Brokerage
    207 Amendment to Seller Commission Agreement – with Co-operating Brokerage
    211 Schedule – Listing Agreement – Authority to Offer for Lease

  • December 1, 2016

    Below is a list of key fixes and improvements we have implemented for the month of November.

    NEW FEATURE

    Ability to share “selected” files from a deal in Dealtap to loadingDOCS

    IMPROVEMENTS

    Ability to share deals with the similar names to loadingDOCS
    http://dealtap.ca/support_page/sharing-to-loadingdocs/
    Renaming forms now captured in “advanced version” in history
    http://dealtap.ca/support_page/renaming-forms-deal-names/
    Share and export icons visually more defined through-out form
    All agents (even those not registered in the system) can add a LoneWolf MLS Number to the Deal

    FIXED

    Removing the MLS number will result in all other related fields being wiped out as well
    “Incomplete workflow” prompt no longer appears when hidden fields are incomplete
    Empty folders will display correct status (Empty)
    History logs and Audit logs now correspond with each other
    Login issues on a Samsung Galaxy S6 has been resolved
    Exporting the Buyers Representation Agreement as a PDF will no longer cause clauses to overlap
    Guide window now positioning correctly through out the deal making processes
    Schedule A no longer overlapping when exported to PDF
    More intuitive email notifications when receiving deals
    Deals no longer displaying differently when opened via different browsers
    User no longer receiving multiple “trial expiry” notifications
    (Windows 10) the word “null” no longer appears when adding clauses to deal
    Titles and terms in emails have been enhanced by adding underlines and bold colours to the text.
    Parties can no longer view each other’s contact info when examining history
    (iPhone 6 Plus) Clauses no longer overlapping when added to schedule
    Signature will no longer be copied onto a cloned deal

  • November 9, 2016

    Below is a list of key fixes and improvements we have implemented for the month of October.

    IMPROVEMENTS

    1. Both parties are required to sign the Confirmation of Acceptance before signing the agreement
    2. Irrevocable time now more customizable in all forms that possess irrevocable date fields
    3. Slideshow tutorial available for your clients and co-operating agents opening a shared deal
    4. User will be notified when sharing a deal with an expired date
    5. (LSTAR) Form titles are given intuitive naming
    6. Brokerage Information updated when listing agent changed in a form
    7. “Try it now” site has been updated with more options for creating deals

    FIXED

    1. Ability to move clauses to grouped folders without having clauses duplicated
    2. Assignee’s lawyer name now appears in the Assignment of Agreement of Purchase and Sale form
    3. Deposit amount and confirmation date populating accurately in the Opti

  • October 5, 2016

    A summary of key bug fixes and improvements released on the DealTap 2.0 platform in the month of September 2016.

    FIXED

    1. Ability to toggle through fields by hitting “Save and Next”
    2. Ability to create a new deal from an existing deal
    3. Adding multiple clauses will no longer cause overlapping
    4. Signatures and initials will now disappear when hitting the “Clear” button
    5. Ability to now share selected files/pages to LoadingDocs
    6. Clients (receiving deal) hitting the “Back” button will be notified if signatures are missing
    7. Ability to re-size uploaded image more efficiently

    FIXED

    1. Ability to upload a document after checking/viewing history
    2. Ability to add multiple forms into a folder
    3. Property Address is now populating in the correct fields
    4. Agent will no longer be charged when cancelling account
    5. No more overlapping text on a PDF agreement
    6. L_STAR now mapping to the correct field
    7. $ sign will now populate when entering prices in certain forms
    8. Uploaded document will now show in audit reports
    9. Payment information window provides correct message
    Clauses will no longer overlap when exporting deal to PDF
    Ability to view identical content before and after sharing deal
    Cancelled accounts will no longer be accessible
    No longer applicable
    More convenient way to join brokerage after being invited by Admin
    Names will auto-fill when searching for contacts
    Avatars and profile pics are removed when sharing deals
    Ability to create a clause without creating a clause group first
    Pop-up reminders will no longer interfere with workflow
    Ability to share images to LoadingDocs fixed
    Expired accounts will no longer be able to edit forms
    No longer receiving error when clicking on “Subscription Tab” for cancelled accounts
    L_Star agent title will now display correctly in profile after joining brokerage
    Signatures are now saved after re-ordering clauses
    Trial expiry more accurate with agents joining brokerages
    Crossed out fields will now look identical when exported to PDF
    Ability to save image when imported from iPad or iPhone
    Ability to share deals with agents who have cancelled their account
    Ability to save uploaded images into Dealtap when using Safari browser
    Agent’s signatures will remain saved after adding clauses

  • September 6, 2016

    A summary of key bug fixes and improvements released on the DealTap 2.0 platform in the month of August 2016.

    FIXED

    1. Ability to upload a document after checking/viewing history
    2. Ability to add multiple forms into a folder
    3. Property Address is now populating in the correct fields
    4. Agent will no longer be charged when cancelling account
    5. No more overlapping text on a PDF agreement
    6. L_STAR now mapping to the correct field
    7. $ sign will now populate when entering prices in certain forms
    8. Uploaded document will now show in audit reports
    9. Payment information window provides correct message
    Clauses will no longer overlap when exporting deal to PDF
    Ability to view identical content before and after sharing deal
    Cancelled accounts will no longer be accessible
    No longer applicable
    More convenient way to join brokerage after being invited by Admin
    Names will auto-fill when searching for contacts
    Avatars and profile pics are removed when sharing deals
    Ability to create a clause without creating a clause group first
    Pop-up reminders will no longer interfere with workflow
    Ability to share images to LoadingDocs fixed
    Expired accounts will no longer be able to edit forms
    No longer receiving error when clicking on “Subscription Tab” for cancelled accounts
    L_Star agent title will now display correctly in profile after joining brokerage
    Signatures are now saved after re-ordering clauses
    Trial expiry more accurate with agents joining brokerages
    Crossed out fields will now look identical when exported to PDF
    Ability to save image when imported from iPad or iPhone
    Ability to share deals with agents who have cancelled their account
    Ability to save uploaded images into Dealtap when using Safari browser
    Agent’s signatures will remain saved after adding clauses

  • September 1, 2016

    A summary of key bug fixes and improvements released on the DealTap 2.0 platform in the month of July 2016.

    FIXED

    1. Ability to see newly added Initial tags/text boxes/signature tags appear in your immediate view
    2. Ability to see newly added Initial tags/text boxes/signature tags appear on desired page
    3. Ability for View-Only parties to open shared deals
    4. Ability for recieving agent to open shared deals created from PDF
    5. Upload and save image (.png, .jpeg, .gif) in schedule from iPad
    6. End billing cycle after account cancellation
    7. View signature detail and its information for initials and signatures
    8. Re-sign logic when adding view-only parties
    9. Accurately capture information within audit log and advanced version: user roles, timestamp on various actions, sharing actions
    10. Flattening signatures and initials after all parties have signed within single session
    11. Ability to filter folders when in documents
    12. Lease unit number populated when adding TREB MLS #
    13. Correct display of client contact information in deal share emails
    14. Audit report information captures for deals with uploaded PDFs
    15. Deal export to PDF in DealTap version 1.0
    16. 30 day trial counter for new user registration
    17. Inability to see or edit deleted clauses
    18. Clauses search function
    19. Ability to delete profile picture
    20. Field values $0.00 properly being shown in PDF export
    21. Ability to delete clause groups from account
    22. “Receipt Acknowledged By Date” properly added and saved to OREA forms 123,124 and 640
    23. Populate “Deposit Payable To” on form 122 when having form 400 within same deal
    24. Remove expired or cancelled agents from DealTap agent directory
    25. Inability to invite existing DealTap user to join same brokerage or office twice
    26. Change detection on repeating schedule A pages
    27. Ability to choose between clause text or mages to appear in schedules
    28. Ability for newly invited admins to see both buttons “Create New Deal” and “Upload”
    29. Initial placement on BRA whose term is more than 6 months

  • June 26, 2016

    As June represents the first month since our 2.0 BETA launch in May, majority of the updates you will notice below are more focused on stabilizing the platform (bug fixes) and less on improvements and new feature implementation. As we stabilize the platform over next few months, you will notice greater inclusion of improvements/new features in each monthly update. Thank you for all your feedback as we continue to deliver the best transaction platform the real estate community has ever seen!

Because we can’t make the best transaction platform for you, without you

dusan-avatar
Dusan Baic

VP of Customer Success