There is a new component that suggests a collection of properties that are marked "For Sale" in the Listing Status field within the property record and/or its Date Available is equal to or older than today's date. The logic and weight percentages that drive the component are displayed below:

Below demonstrates what the component looks like in action and what the different parts illustrate.

The radio button next to the suggested properties allow users to create a new deal for that property (and associate the inquiry to the newly created deal). Or alternatively, associate the inquiry to an existing deal that is tied to this property.

Clicking on Existing Deal will open a module with a deal lookup field; The user can then tie this inquiry to an existing deal. Note: The user will need to know in advance which deal they want to associate the inquiry to in order to proceed.

Clicking on the second option Create New Deal will open a module for the user to create a new deal to associate with the inquiry and selected property.

NOTE: Add the Inquiries/Requirements tab to the navigation bar for easy access to the object.

The "Property Selection" component may also need to be added to any existing inquiry page layouts (Setup > Edit Page > drag/drop "Requirements/Inquiries Match Properties"):

The External Data component within the property record allows users to merge new values with the property record. It also includes a button called “Get Debt”.

These records will be saved to a related list that has been renamed as “Financials" as shown below.

Tax and Debt records are distinguishable by its name prefix. Both of these record types are housed within the “Financials” related list:

The ability to save tax record information will allow users to report on this information year over year.

NOTE: The "Financials" related list may need to be added to the Properties page layouts (Setup > Object Manager > Page Layouts).

Rethink Search's property preview panel on the right-hand side will now show the property in focus along with its parcel boundary - example below.

When a record is synchronized from Buildout to Rethink, the system administrator becomes the record owner by default. This creates an issue for organizations who are utilizing standard profiles since users with standard profiles do not have access to records which they do not own.

We’ve changed the logic in the synchronization so that it also allows the matching broker in Rethink to view the property if they are associated with the listing in Buildout.

This is an option (Setup > Custom Settings > Buildout Settings) that can be enabled during setup as shown below.

When leads are transferred from Buildout to Rethink, the following fields are now included in the synchronization:

NOTE: The fields Added By (TTL_Core__Added_By__c) and Web Status (TTL_Core__Web_Status__c) may need to be added to the Inquiry page layout (Setup > Object Manager > Inquiry/Requirement > Page Layouts).

As part of the Rethink managed package, “likely to sell” rankings are now included in three different locations explained below.

The Rethink Standard User profile, by default, will now include 'View All' permissions on both the Property and Space/Unit objects.

We’ve designed a simple way for clients to share Associated Party contact information within a deal.

The following fields are included as part of the generated email:

For this functionality to work, the “Share Deal Contacts” and "Email" buttons will need to be added to all deal layouts. Refer to this short video tutorial for guidance:

Previously, users were encountering a bug where they were unable to search by city. This was caused by the utilization of a special character in the address search field. We’ve patched this issue so that using special characters does not break its search functionality.

Previously, when a user attempted to save a new company via Rethink Search, it would save the mailing address to the "Shipping Address” field in Rethink. The logic has been changed so that the address is instead saved into “Billing address” [Field Name: “Company Address”] instead of the field labeled “Shipping address”.

Since most clients work from the Contacts object and not Companies, the Spaces/Units related list has been added to the Contacts layout. Spaces contain lease details and relate to the tenant contact and company.

Previously, in a portfolio property record, there was only an action to create a new property and not select an existing one. We have corrected this action so that it allows the user to add existing properties via the Properties related list.

Comps that are automatically created from closed Tenant Rep deals will now include 'Lease Expiration' and 'Lease Commencement' fields. These values will be carried over to the comp from the closed deal (as long as there are values present before the deal is closed).

Much like contact data, brokers do not want company data to be made public to other brokers within the same organization. For this reason, we have set company records to private by default on all Rethink user profiles. If a user wants to alter this permission, the system administrator can change the setting at the profile level in setup.

Final Note: For clients being upgraded to the newest release, the PostUpgrade Script needs to be run to enable functionality. New clients being rolled out with this version will not need to run this script. There is a PostUpgrade Script button found in Rethink Settings in the App Launcher.