9.3 Release notes

Version 9.3 of the Box and Dice web app has been released to clients. 

You can check your version below the 'Help Centre' icon in the bottom left corner of your Box and Dice System.

 

Things We've Made

As an agent you're constantly searching for prospects, vendors, buyers etc. Contact Search already has powerful filtering options, but building the right filter can take time, especially when you know what you are looking for but are not sure which filters to use.

Now you can type what you want to find in plain English, such as “My contacts who I have not contacted in the last 30 days". Box+Dice will translate your request into the relevant contact filters and run the search, helping reduce the time and training needed to get the best from your database.

Stronger AML safeguards across sales workflows

For Compliance officers seeking additional peace of mind, there are new optional AML safeguards to help agencies make sure required checks are completed before key listing and financial steps can happen. These safeguards help reduce the chance of a team progressing a transaction before AML requirements have been met.

Authorised users can now enable safeguards to:

• Prevent an Appraisal from being converted into a sales listing if the Appraisal contact’s AML check is missing or incomplete. 
• Prevent users from entering an actual unconditional date if vendor or purchaser AML checks are missing or incomplete. 
• Prevent Trust Funds from being released if vendor or purchaser AML checks are missing or incomplete.

These safeguards can be enabled by authorised users from Settings > CRM > AML Due Diligence.

Agencies can now require sales listings to start from an appraisal, helping teams keep the listing journey consistent from the beginning. When this setting is enabled, users can no longer create a sales listing directly. Instead, they must create an appraisal first and then convert it into a listing, or convert an existing appraisal for that property.

This helps offices support pre-listing checks and reduces the risk of users bypassing important steps in the sales compliance process.
Authorised users can manage this option in 'Settings > Listings > Listings without an Appraisal'

File Approvals and File expiry dates for Listing files

As a compliance office, keeping important listing documents under control before, and after, they are approved for use can help reduce your regulatory risk. 
You can now manage key listing files with more confidence by adding approval steps and expiry dates directly from the file upload process. This is especially useful for documents such as Statements of Information, contracts, disclosure documents, or any file your office wants reviewed before it is shared externally.

If your agency does not need file approvals or expiry dates, there is nothing you need to change. Leaving the approval settings blank keeps the upload process close to today’s behaviour, and files only need an expiry date if your office chooses to add one.

When uploading a file, users can choose an approver. If an approver is selected, the file is placed in the new Unapproved Files section with an Awaiting Approval status. The approver is notified in Box+Dice via the Notification Centre and by email, making it easy for them to review the file and either approve or reject it from the listing.
Until the file is approved, it stays internal. It will not be available for portal loading, syncing to media vendors, or as an email attachment. Once approved, it moves into the Approved Files section and becomes available for the usual sharing and syncing workflows.

For agencies that need tighter controls, you can also decide who is allowed to approve particular file types for particular listing offices. For example, your office may choose to allow only selected team members to approve Statement of Information files. These rules are managed at the office group level, giving larger groups the flexibility to match approval processes to the way they work.

You can also add an expiry date to a listing file, helping your team stay on top of documents that should be reviewed, replaced, or removed from use after a certain date. If a file is due to expire within the next 30 days, the expiry date is shown in red so users can quickly see that action may be needed.
When a file reaches its expiry date, its status changes from Approved to Expired. It then moves out of the Approved Files section and into Unapproved Files. Expired files will no longer be included in portal loading, media vendor syncing, or available as email attachments.

Listing File Expiry Date Reached Auto Alert

Authorised users can now set up an Auto Alert to notify the right people when a listing file is approaching its expiry date, using the new 'Listing File Expiry Date Reached' trigger in Settings > Automations > Auto Alerts.

This helps offices stay on top of time-sensitive documents, such as Statements of Information, contracts, disclosure documents, or any listing file that should be reviewed or replaced before it continues to be used.
When a file’s expiry date is reached, the new trigger can automatically send a notification based on your Auto Alert configuration. This gives teams an easy reminder to review and replace soon-to-expire files, helping reduce the chance of outdated documents remaining in use.

Task Workflow board view for sales listings

Agencies can now get an overview of which milestone each sales listing has reached in its Task Workflow journey. This gives teams a clearer way to see which listings are moving smoothly and which ones are waiting on the next checklist step.

In the Sales Listing Task Workflow board view, each column represents a task template within the workflow (aka a Checklist), and a listing appears in the column for the earliest Task Template that is not 100% complete.
Listings move automatically to the next column as Tasks/checklist items are completed. The listing card also shows progress, such as how many tasks have been completed within the current checklist, so users can quickly understand why a listing is sitting in a particular stage.

From the board, users can drill into the listing’s individual task tab and continue working through the checklist.
To get started, apply a Task Workflow to sales listings in your office, then open the Task Workflow board view from the sales listing search screen and select the workflow you want to review.

See more about Task Workflows

Archive General and Trust accounts

Trust accounting users can now archive Trust and General accounts that should no longer be used for new transactions, such as dedicated accounts for specific projects, developments, or listings. When that work is finished, those accounts still need to remain accessible for auditing, but should not be used for any new payments, receipts, or transfers.

Once an account is archived it will no longer appear in the usual dropdowns when users are adding new transactions. This helps keep account lists cleaner and reduces the chance of users selecting an old or closed account by mistake. If an account needs to be used again, it can be unarchived.
This is available from Settings > Accounting > Accounts.

Things We've Improved

• Better visibility of AML status for users without AML permissions. When the B+D AML Module is enabled, all users can now see whether a listing’s vendor and purchaser contacts have had AML checks started, are in progress, or are completed, even if the user is not authorised to create or edit AML checks. This gives teams better visibility of whether a listing is on track or if a follow-up with the compliance office is needed, without exposing restricted AML details.
• Smarter Check-In SMS when buyers attend multiple inspections. 
  
  Agencies can now choose to send the Check-In welcome SMS to a buyer lead only once per listing. This helps avoid sending the same introductory message each time someone attends a second or third inspection for the same property, while ensuring they receive the key contact details on their first check-in.
• Clone Task Templates for easier duplication. Task Templates can now be cloned, making it easier for large agencies to roll out checklist-based compliance processes without rebuilding every template from scratch each time a small variation is needed.
  This is helpful when head office creates a best-practice checklist, but each office wants small changes such as different assignees or regional steps. Instead of recreating every checklist item manually, users can duplicate a template and adjust only what needs to change.
• Better Library Email Template subject lines. 
  
  Email templates now have a dedicated email subject field. This helps offices send clearer, more customer-friendly emails without exposing internal template names as the subject line.
  The new email subject field also supports merge fields, so teams can personalise details such as the recipient name or property address.
  To use this, update your library email templates and add a subject line where needed.
• Custom fields are now available in library templates. Custom fields can now be used as merge fields in library templates, allowing your agency’s custom information to flow into email, letter, and SMS templates.
• Improved Lead Flow call sheets for better prospecting conversations. 
  
  Buyer match figures on appraisal Lead Flow call sheets have been improved. Instead of only showing contacts in your database with buying criteria that match the prospect’s property regardless of age, users can now narrow the figures to criteria created or updated within the last three, six, or twelve months.
  This helps agents present a more realistic view of active buyer demand, especially where older buyer criteria may no longer reflect current intent.
• Copy previously sent Email Designer campaigns. You can now copy a previously sent Email Designer email and use it as the starting point for a new campaign. This helps teams reuse a successful layout without rebuilding the email from scratch.
  For example, if you sent a market update or newsletter last week, you can copy that sent email, open it in Email Designer, and update the images, listings, text, or date-specific content for the next send. 
• New Accounting reports in spreadsheet format
  

  Accounting users can now export selected accounting reports in spreadsheet format, making it easier to review, reconcile, and further analyse report data outside of Box+Dice.
  The Commission Invoices Outstanding report can now be generated as an XLSX spreadsheet, giving accounting teams more flexibility when they need to sort, filter, calculate, or combine data with their own internal reporting.
  We’ve also created a new Year-to-date Staff Commission Summary report. This report helps review consultant commission, deductions, and adjustments for the year to date, so agencies can keep a clearer view of staff commission activity and related expenses over the calendar period.

• Upon Request to B+D Support team - Mandate auto alert emails and remove the unsubscribe option. For compliance critical workflows that rely on Auto Alert email notifications to be delivered into recipient's email inboxes, clients can request via the B+D Support team for Auto Alert notification emails to be mandated and stop giving recipients the option to unsubscribe.
  When enabled, this applies to all users within a subdomain, the unsubscribe link is removed from all Auto Alert emails, and any users who had previously unsubscribed from one or more alerts are resubscribed. 
  This is designed for agencies that need confidence that important instructions and reminders are reaching their intended recipients via a delivery method they are familiar with. 
  To enable this, please contact the B+D Support team.

   

Things We're Working On

• Exciting AI features
• Lead Flow Prospecting enhancements, including adding market insights into our Call Sheet
• Excluding pre-commencement vendors and purchasers from our AML Safeguards
• Making it easier to identify Active Buyers in your database and auto match them with your listings

Add your Feature Request to UserVoice

Did you know that you can raise Feature Requests directly to the Box and Dice team through User Voice? You can also vote and comment on requests other users have made if you also think they are a great idea. Access user voice here: https://mri.uservoice.com/forums/938634-box-dice