21 results found
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Streamline Referral Applet
- Allow sending agents to hide or archive old referrals. Currently if a receiving agent does not close out the referral, it will stay on the sending agents log, taking up space on active referrals and cluttering the system.
- Set a 24hr time frame to award a broadcast referral after the response deadline has closed. Currently, a agent sending a broadcast referral sets a timeframe for responses and has to award the referral in that time frame. The way this should work, is that after the response window has closed, the sending agent has time to finish their interviews with potential…
8 votes -
Enable Referrals Applet Access and Referral Creation from Team Account in Command
Request to add support for the Referrals applet within the Team account view in Command, including the ability to use Team contacts when creating and managing referrals.
At this time, the Referrals applet is only available on the Personal/Business side of Command and only supports Personal contacts. Team contacts cannot currently be attached to referrals, which creates extra manual work for team-based agents who must duplicate contacts from the Team side into their Personal database before sending a referral.1
This enhancement would help reduce redundant data entry and make the referral workflow more practical for agents who primarily operate from…
4 votes -
**Allow Command Referrals to be submitted without an email (phone-only) and improve fields for seller referrals**
Command Referrals currently requires a customer email and a “new destination” even for seller referrals. Allow referrals to be created/sent with phone number only (email optional) and adjust required fields so seller referrals can be submitted with limited lead info.
4 votes -
View Referral Bio Before Sending or Accepting Invitation
When searching for a referral partner, there currently isn’t a way to view their biography until the referral invitation has been accepted by either party. We would like to request the ability to view an agent’s biography prior to sending or accepting a referral invitation, as this would help us make more informed decisions when selecting a partner.
11 votes -
How do I export a copy of my referral agents with their contact information?
How do I export a copy of my referral agents with their contact information?
3 votes -
Bring Back a “WhitePages”
One feature I would love to see brought back is the old KW “WhitePages” style directory from the myKW intranet, where we could easily search for any Keller Williams agent by name.
The current referral search in Command is helpful, but for agents without access to CommandMC, it can be difficult to search for another agent directly by name. In the Referrals area, the search often requires knowing the agent’s location or city first so you can search the map. note looked for an agent of 14 people on his team in Plano by searching his name, and he did…
1 vote -
Search referral patterns by county, region or state
Title says it all. Pattern identification would be exponentially more valuable if we could aggregate the pattern data by varying scopes. As it stands, this tool seems skewed towards major cities.
All agents, especially agents serving rural and suburban areas, greater metropolitan areas and those in smaller states stand to benefit tremendously from these added scopes.
1 vote -
Can you put in place the ability to look up an agent in your Network by the city and state? I think that feature would be helpful.
Can you put in place the ability to look up an agent in your Network by the city and state? I think that feature would be helpful. Please let me know if it can be implemented.
1 vote -
Add Business Centers To The Referral Map
Add the ability to locate KW Agents on the referral map based on their business center location.
12 votes -
5 votes
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command worldwide referral map
I want to use command referral map to choose KW agents worldwide not just US. I am CIPS certified and want to network with our own KW top producing agents and share referrals to better serve our clients.
1 vote -
User Defined Service Areas in Referrals Profile
Current Issue:
At present, service areas in Command are determined solely by past closings (Rolling 12 months). This creates a major pain point for agents—especially top producers and independent brokerages transitioning to KW—because:It misrepresents service areas – Just because an agent has closed a one-off deal in a certain location doesn’t mean they actively serve that area.
It limits visibility in the Referral Applet – Agents who are new to KW or have past experience in other brokerages cannot showcase their true service areas until they build a closing history within KW. This is frustrating for top agents and…
14 votes -
True Production numbers for Transfer agents in the KW Referral network
When searching for a referral it should show true production numbers for agents not just what they have done with KW. When we have transfer agents come onboard that are top producers it is showing there production at 0. This is a miss when it comes to recruiting.
2 votes -
Add System Tags to Clearly Identify Referral Status in "My Referrals"
In the "My Referrals" section, referrals should be automatically assigned a system tag based on their status. For example, referrals marked as Lost should have a "Lost" tag. Currently, when viewing All referrals, there’s no clear way to identify which ones are Lost, Pending, Active, Funded, Expired/Canceled, or Rejected. Adding visible status tags would help quickly distinguish each referral’s status.
4 votes -
Track Referrals in Opportunities
Allow agents to easily tracker referral information in Opportunities so that they can easily submit the commission information for referral agents.
215 votes -
Integrate Referral Network into Contacts
Being able to add a referral agent in my network to my contacts so that I can add them to a campaign or be able to mass email my referral network
40 votes -
Update Referrals Filters
Referral Filters are limited to KW Specializations and Production numbers. Many times agents need to find someone who speaks a certain language or specializes in waterfront properties or ADA compliant homes, etc. Allowing more filters that would pull information that is stored within White Pages would help improve the types of Referrals being received and requested
16 votes -
5 votes
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Change, Delete, Archive Sent/Received Referrals
I want to be able to archive, change, or delete referrals that I receive or send. Sometimes, the receiving agent leaves KW and does not close a referral after the closing, or the client chooses another option. Being able to clean up my referral page will be most helpful. It causes anxiety for me to see all of the referrals that are either closed, expired, or should just be updated and deleted.
16 votes -
Send Received Referral information to Contacts
The Referrals Portal would be more valuable if:
- The contact information went directly to the CRM portion of Command with the opportunity to apply SmartPlans, tags to keep in touch as well as areas served.
- Both KW and out-of-brokerage agents could be added.
- Once the referral is accepted, an Opportunity is created.
10 votes
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