286 results found
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when using command for the MC after I update a call to an agent and go back to make my next call
it would be nice not to start back at the beginning and maybe go back to the agent I just updated so that I can go to the next agent in line
1 vote -
Once an Opportunity is approved it remains approved
Currently if an Opportunity stage is approved and documents are subsequently added (without submittal) the stage is changed to "Changed" even though it has received final compliance approval.
This then requires the re-review of Opportunities that have already received final approval to be approved again.
Some documents that typically trail in the transaction process are not required for final approval because they trail. When these are added and not submitted the Opportunities accumulate in the Changed queue. Or if submitted require the Compliace Coordinator to re-review an Opportunity that was already approved.
Possible solution: "Sticky Approval" Once a stage is…
1 vote -
Stage "Add Comments" Feature - Comment Time Stamps Missing
When an Agent adds a comment to a Stage using the Add Comments feature, typically there is a reply before the Agent adds another comment.
When this is the comment and response pattern, the submitted comment and response comment appear left and right justified with a date/time stamp.
If the Agent has submitted multiple comments on different dates or times before there is a reply, the result is each comment does not reflect the sent time stamps making it appear that multiple comments were sent on the date/time shown on the last comment.
This can be clarified by checking the…
1 vote -
View note on returned commissions
Show notes on retunred commissions in the timeline. Right now the timeline just shows 'Commission returned with a note'
1 vote -
Add User Controlled UX Settings
Allow the Compliance Coordinator to define column order, placeholder sort order, document display (zoom) settings for the Complaince review user.
1 vote -
Compliance status in Commission Requests
Please add a compliance status in Commission Requests for those of us who only provide DAs when compliance is approved.
1 vote -
Print option for commission tab in command
I have had many agents in our market center ask if we can print the commission tab like we could with the green sheets. The reason they want this is some of them are still paper people and we also have title companies who request it for closing.
Thank you!
2 votes -
Daily Company Dollar 2.0 (automatically project cappers)
When Command eventually replaces Winmore, would like to see a built in Daily Company Dollar tool that is "smart" enough to predict capping and automatically ignore any projected company dollar for the month that will not materialize due to the agent capping.
2 votes -
MCA to delete Docs
MCA to be able to delete docs that don't belong. If an agent uploads docs to the wrong Opportunity.
Makes sense that the agent can't delete them, as we don't want them doing that when we require them, But in the instance that a mistake was made, MCA to override.2 votes -
Attach PDF to Agent in Command MC
I would like to have the ability to attach multiple PDFs to an Agent's or Recruit's contact card in Command MC. I want to attach their KPAs, onboarding packet, etc. Partially, so that it is easily accessible in conjunction with their needs analysis, last contact, etc. but also for the security.
2 votes -
Add Notecard to activities
During Ignite we must write handwritten notecards for clients and I believe it is just as important to write handwritten notecards for our agents as well.
1 vote -
MAPS Leadership Coaches get view only access to our client's Command MC
As MAPS Leadership Coaches, our coaching will be more accurate and effective if we had the ability to have view only access to our leadership client's Command MC.
1 vote -
Once a recruit becomes an agent, tags & notes from recruit pipeline stays in contact card when they go to the agent roster in CommandMC
This would help keep the information we previously had on said recruits for future conversation and for Leadership references.
1 vote -
Offer landing page improvements
Allow agents to edit the offer landing page and allow for pdf files to be uploaded.
1 vote -
Compliance Notes to/from MCA & Compliance Coordinator
A helpful feature would be the ability to add a note from the compliance coordinator or MCA to the at the top of the Documents and Commissions tab. Yes, we can use the Comment box for this with the "@" but it is often forgotten to be checked. We would use it to add notes about the earnest money, cancelled DA's, which is the current checklist version (since agents change the name), etc. See the attached picture for a demonstration.
1 vote -
Checklist Customization to include Default Assignments and Due Dates and items only applicable if R1 or R2 | Recruiting Pipeline
In Command MC, while you can create default checklists which auto apply to all recruits, rather than have to spend time individually assigning tasks within the current contact card, we should have the ADDITIONAL ability to set "some" default assignments and automatic due dates within the default checklist.
i.e. Send Onboarding Package in the 'Join in Process" stage could be an item that is auto assigned to the MCA and automatically have a due date within 24 hours of being moved into that stage.
In addition, Some items may be applicable to both R1 and R2 but some might only…
1 vote -
Merge duplicate recruit cards in Command MC
Occasionally a recruit is added twice into the recruit management or pipeline. When this occurs, it would be helpful to have a "merge" function to combine the two cards into one, and bring in the data (notes, previous touches, contact info) from both.
1 vote -
Recruitment
An Agent Recruitment Section that not only tracks agents recruited, but their production, Profit Share Metrics, and more. I would also love to see a section where we can add members to our custom groups
1 vote -
MC Command - Usage Report
COMMAND MC - Would love to be able to print out a one page report to see agents usage. Currently only able to pull 10 agents at a time. I can distribute to my staff, etc.
1 vote -
Command MC Agent Reporting Export
Under Command MC > Agents > Reporting - is there any way to export the reporting to excel or can that feature be added?
1 vote
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