623 results found
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cannot manually type in the State in the create address
When creating an address for a contact (It was a PO Box) I cannot manually type in the state. I have to search for the state even if I put the correct abbreviation for the state. So annoying!
3 votes -
document in contacts
Add a ‘Documents’ button to the contact record so we can save and organize documents even before the contact becomes an opportunity.
3 votes -
4 votes
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Create Custom Key Date Fields
Create a date field in Opportunities for "Cleaning Date". We would like to be able to set this date in the opportunity key dates section.
32 votes -
Adding a brand new contact in the contact pop up screen
It would be nice to add a contact while I am already on a contacts page so I don't have to keep clicking on the "back to contacts " tab to back to the contacts list and click "create a new contact". I often come home from networking events and have a stack of business cards and causes extra steps in adding one new contact after another
3 votes -
Down Payment Calculations
In Offers & Commissions, in the Terms & Dates section, it asks for the Sale Price and then it asks for Cash amount. I have to use my phone to calculate based on the % entered on the purchase contract. I'd like to simply enter the % and have it auto-calculate the Cash amount based on the Sale Price.
Conversely, it requests Earnest Percentage (which we don't use). If I enter the Earnest Amount, it will then calculate the Earnest Percentage automatically, which is what I want the Cash field to do!
7 votes -
Update Linked Contacts at One Time
It would be very helpful to have the ability to update "linked" contacts all at once. For example, if I update a contact's address, home anniversary, or conversation notes, it would save time and ensure all linked contacts remain up to date. A prompt or option to "update connected contacts" when clicking save would make the process more efficient and help maintain consistent and accurate information.
13 votes -
2 votes
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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.
211 votes -
7 votes
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Allow Formatting in Notes (Bullets, Space Breaks, etc.)
It would be helpful if there was a way to adjust the viewing of contact notes so it's not just one large paragraph. We reach out to our clients and keep track by date and start a new line for each date but when we look at the notes, it's all one paragraph vs being sorted by date even if we start a new line so they are all separate.
An option such as bullet points that can list things out within a single note would help in keeping things organized better.
34 votes -
Right click on email in Contact record, to copy (paste) email address
In a Contact record that has a saved email address, when I right click on the email address hyperlink, there is no option to click "copy email address". This is a feature in many applications. It would be helpful to quickly copy from this Contact view screen instead of having to click Edit contact to then copy. This new option would save a step.
2 votes -
Ability to select a preferred Keller Home Loans loan officer for KW agent sites and app
Currently, when an agent enables Keller Home Loans (KHL) on their KW website or mobile app, the leads generated through the “Save Thousands” / KHL promotion are routed to the generic KHL site and then assigned to loan officers outside of the agent’s control. This creates two major issues:
The lead originated from the agent’s KW site but is assigned to another loan officer, causing the agent to lose the opportunity.
Since KHL loan officers are often dual-career (loan officer + realtor), this may also result in losing the lead to another real estate agent.
Proposed Feature:
Add an option…
2 votes -
Simplifying and Clarifying the Commission Request Workflow in Command
Hi KW Labs Team,
I’d like to offer feedback on the current Commission Request process in Command and suggest an updated, agent-friendly design based on common challenges we see at our market center. I understand that I may not know all the ins and outs of the backend process, but this is a time-consuming problem for both the agent and the staff.
Step-by-Step Input Form (Agent-Facing)
Remove “Create an Offer” requirement. Instead, begin with a Commission Request Wizard that asks only the relevant and required questions.
Step 1: Transaction BasicsSale Price
Closing Date
Is this new construction? (If yes,…3 votes -
Enable Messages for Google on Android for KW email accounts
Enable Messages for Google on Android for KW email accounts
6 votes -
Ability to have a further drop down in "New Activity" for Calls, For Attempted Contact, No answer, Voicemail, etc...
When you add a "New Activity" to a contact, and the interaction is a "call", there is no way to add "attempted call".
In the SMARTPlan version, you're able to drop it down further to be "no answer, left voicemail, etc." but you can't when you add a manual activity.
Could you allow for a drop down menu so we can actually keep track of how many people we actually connect with?
6 votes -
Request for Forced Registration and Lead Capture Options on Market Center Command Websites
We would like to have similar features that Personal and team sites have, in fact we would like to have the forced registration and lead capture inside Market Center websites!
2 votes -
view saved search results
Let agents view the saved search results from command, hyperlink the search criteria and show the results or timeline event with the property sent similar to when the property is viewed.
As of now the properties look to be sent and the agent has no idea and no way to view what was sent unless the client clicks the property.
24 votes -
Download list of contacts that clicked smartplan link.
download a list of my contacts that clicked on the link within my SmartPlan. Those are ideal follow up calls, and right now you have to manually write down the Email address and individually search the database. We need the ability to download the list of contacts, with complete contact information, that opened an Email or clicked on a link in an Email.
2 votes -
Receive a Command Twilion notification on phone sms. Allow phone sms to be added to the AI summary for contacts.
SMS messages sent within Command using Twilio are included in the AI summary. The messages sent and received on our phones while we're mobile are not and there isn't a way to import them into Command
3 votes
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