880 results found
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Rename Document Checklists When There are Multiple Versions
Several agents in our MC are utilizing the "Create New Version" feature in the Documents checklists in their opportunities. When creating the new version, they have the ability to name the new version to anything they desire, but there currently is not a feature allowing agents to rename the original version. Since this feature is used most often when a deal falls apart, agents are more likely to know the details of the original version before they know anything about the new version, but it is still only ever called "Under Contract". If we had the ability to change this…
3 votes -
Make Checklist Versioning More Obvious (Tool Tip)
Make versioning for Opportunity document checklists a lot more obvious. Agents and trainers don't know that this exists and are adding a new opportunity for every offer a buyer has.
5 votes -
Please add “the Cove” neighborhood in Natomas, sacramento Ca.
Please add “the Cove” neighborhood in Natomas, sacramento Ca. This is a neighborhood that so farm and the lack of ability to add people to a Neighborhood is infuriating
1 vote -
Merge agent email boxes
In Agent profile, the email boxes are set up as "recovery" and "personal". These are supposed to be different emails, however agents are confusing it as the same thing. Can we reword "personal" to "business" as that is the email they are using for their business.
1 vote -
Task Due Date Sort in Contacts
It would be beneficial to have a column in contacts under "tasks" and sort by the due date. It would also help to see what contacts already have tasks and which contacts marked as a lead need a task.
2 votes -
Filter by Twilio Unsubscribed/Undelivered
Let us sort or find contacts that have unsubscribed or had undelivered text messages through Twilio.
5 votes -
Choose First Name in Spouse Mailing Label
other CRMs have this for mailing labels, or other mailing label softwares do and not being able to set a certain person to be addressed first seems unprofessional
6 votes -
Marketing tab for Listing Opportunity
Agent would like marketing tab for listing opportunities
3 votes -
Allow Option for SmartPlan Steps to Skip Weekends
Can we have an option to skip weekends in the smartplans? I tend not to work/make calls on weekends, and by monday I am overwhelmed with the numbers I have in my task list for the week and so I do nothing...eventually just archiving everything and starting over. Can you fix this?
26 votes -
Increase the column width of the Smart Plan Name and decrease the width of the other columns.
Increase the column width of the Smart Plan Name and decrease the width of the other columns. more characters or space is needed to see the full name of the smarptlans. The other columns like date need less space.
3 votes -
Listings Activity/Value Report
As an agent I want to show off all the value and activity that is happening around the listing to my client
3 votes -
"Pop by"Map
A feature to map out a list of "pop by" addresses and optimal route
4 votes -
When Showing is Confirmed, Send Automatic Email with MLS Information and Documents
Our largest competitor in the Milwaukee market is fully connected to our MLS. One of the things our agents are finding very helpful is that once they are confirmed for a showing with one of their agents, they receive an auto email confirming that showing along with listing details and the MLS documents attached to that email.
Is it possible to have our MLS connected to Command / KWLS so that a similar process occurs for Keller Williams' agents? I'm assuming it would need to be connected to the Showing service (i.e. Aligned Showings or ShowingTime) + our Metro Milwaukee…
5 votes -
Allow social media links to be visible as columns
Today, we do not have the ability to display social media links as columns in our contacts applet. In a social media (SM) connected world, SM is sometimes the primary form of communication and therefore should be easily available for us to navigate to when making touchpoints on our leads.
1 vote -
Homebot
I would like a Homebot type option to see sellers what their home is worth to sell, rent, Airbnb and refi. That would
2 votes -
Expand Email Step Editor
When adding steps to smartplan the work area is stuck to the side and unable to widen. Can it be edited where we can make the screen wider not only longer? Or bring it it the middle where the stesp aret and move the steps where the editing steps are. In this box I am typing in now has the ability to make the box bigger by clicking on the double arrow on the top right, that would work for the email edit box in smartplans!
6 votes -
Switch Opportunities from Team to Team, Personal, etc.
On the back end, when an agent designation changes, they shouldn't need to re-upload all their opportunities in order to be in compliance. There needs to be a way to port them over in their entirety.
8 votes -
spouse
Add spouse name to top of contact record so both names are easily visible.
3 votes -
Documentation being required to submit
Currently our Agents can create an opportunity and submit a commission request without having the proper documentation submitted.
Is there a way that we can have the disclosure agreements and contract of sale for sale transactions a requirement and the agents won't be able to submit the commission request without uploading them to the opportunity first?
For rentals we also require leases however, sometimes buildings don't provide them to the agents so maybe its best for now that we have that as optional.
1 vote -
Enhance Date Field Input Functionality for Offers
Current date fields in the offers section are not intuitive and can lead to input errors. Specifically, the fields do not recognize slashes (”/”) to move between month, day, and year segments.
Additionally, when users enter a single-digit month and key over, the system incorrectly includes the first digit of the day as part of the month. This rigid adherence to the mm/dd/yyyy format without accommodating common typing behaviors slows down the process, especially when filling out multiple commissions.
Proposed Enhancement:
…• Allow the use of slashes (”/”) to navigate between date segments. • Automatically move to the next field3 votes
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