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client timeline so they can follow along with what's going on

Steph Niedererr Mar 26, 2018 12:33PM PDT

Is there the ability for buyer/seller to have an app or website that they can follow along in real time with what's going on with their transaction? Looking for a system where I can create a timeline of what to expect, what dates certain things are to be done, etc and then have the client be able to access it, get reminders, etc. Folio does a nice job with that, but I'm not in love with the dashboard and other features, so I'm researching other options. Currently a Top Producer client, but they are kind of old and clunky, no apps, nothing to "wow" us or clients.

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Reesio Support Mar 29, 2018 01:16PM PDT Reesio Agent
Currently, you can invite clients into a transaction to follow along with transaction details. However, we are working on a new timeline feature to summarize the key details and overall transaction progress for clients.

We would love your feedback on the new feature and someone will reach out shortly.

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