Ability ·
Reassign properties or set them to unassigned in Street
As portfolios change or new properties are added, keeping track of who manages each record in Street takes constant admin work. A Cortex agent can now change or clear who a property is assigned to in Street. For example, an agent can move records onto a dedicated portfolio manager, or set imported properties back to unassigned.
- Reassign to staff: Assign a property to a different staff member in Street.
- Clear assignees: Leave a property with no assignee at all.