683 results found
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Transact Command Edition - Forms & Signature Mapping* URGENT**
Signature mapping is frequently incorrect.
Signature fields and text boxes are often assigned to the wrong signer.
Text boxes are frequently the wrong size or improperly positioned.
Users have no ability to correct these issues themselves and must instead submit requests through multiple people before corrections can be made, delaying transactions.
With DocuSign, we were able to manage our own signature mapping, update forms, create templates, and save reusable verbiage without relying on multiple people to make simple corrections or updates.
We also have custom forms that cannot be efficiently incorporated into templates because signature mapping cannot be created, requiring…2 votes -
Transact Command Edition - Templates & Team Collaboration
There is no true team template functionality.
Shared templates can only be managed through the Market Center Administrator account, requiring us to log into an entirely separate account to create and update templates.
Templates cannot be shared with selected users. Instead, they are either visible to the entire Market Center or to no one.
As an expansion team operating across multiple Market Centers, we must recreate and maintain templates in multiple MCA accounts.
Layouts cannot be shared between users.
Every team member must maintain their own layouts, meaning every form update must be recreated individually across multiple accounts.
Layouts cannot…3 votes -
Transact Command Edition - Mobile Accessibility *URGENT*
THIS IS AN URGENT REQUEST FOR TRANSACT COMMAND***
There is no dedicated mobile application.
The platform is also not accessible through Safari or Chrome on a mobile device.
This makes it extremely difficult to resend documents or assist clients while away from the office.3 votes -
Transact Command Edition - Document Viewing & Editing
Once documents have been sent for signature, there is no way to view the actual signing package. If a client has questions, we cannot open the exact version they are viewing to guide them through the process.
If a correction is needed after documents have been sent, the process is extremely inefficient. Users must:
Re-select every document.
Return to the editing stage.
Rebuild the entire signing package.The only item that can be edited after sending is the recipient's email address.
3 votes -
Transact Command Edition -Client Experience
We frequently have sellers who experience issues receiving signing emails or accessing their documents.
Many clients tell us the platform is not user-friendly, particularly when completing lengthy forms such as Property Disclosures. Many of our clients were previously accustomed to DocuSign and have expressed frustration with the increased complexity of this platform.
When a signer misses a required field, the platform simply indicates that something remains outstanding but does not direct the signer to the missing field or document. There is no prompt guiding them to what still requires attention.
There is no option to save progress during a signing.…3 votes -
Transact Command Edition
When sending documents, users can select reminder intervals (daily or every X number of days), but this feature is inconsistent. Documents frequently are not automatically resent or reminded as expected, requiring our team to manually review every outstanding signing and resend documents each day.
3 votes -
Command Transact Edition - Signing Section
There is no way to sort signings by Drafts, Pending Signatures, or Completed, making it difficult to locate and resend outstanding documents without opening each individual transaction.
Within the Signings section, documents cannot be sorted by property address or date. In the transaction list, the only available sorting options are list date, closing date, and modified date, which is not sufficient for managing a high volume of transactions.
3 votes -
Improved Website lead notifcations
Website leads represent high-intent prospects expecting rapid response times. Currently, form completions rely on in-app Command alerts. Because team members are not logged into Command continuously throughout the day, these time-sensitive leads go unnoticed for hours or are missed entirely.
Introduce immediate, high-priority push notifications outside of the platform to ensure zero delay in lead follow-up.
Instant SMS Alerts: Send direct text message notifications to designated agents or admins immediately upon form submission.
Distinctive Email Alerts: Deliver high-priority email notifications flagged with clear subject lines to bypass normal inbox noise.
Flexible Routing Options: Allow users to choose SMS, Email, or…
3 votes -
client touch count
It would be great to have a tracker for each contact that counts number of touches for that contact each year. If we're running a 36-touch plan, it would be nice to easily see how far we've gotten with each contact and be able to see how the number of touches impacts the transactions
1 vote -
Team Websites about page with agents
TEAM websites: When setting up the "Team" page showing all the agents on our team, I would like to have design control over the page instead of only the ability to have agents on the page or not on the page or reorder how they appear on the page. Our agents on our team are located in different locations. I would like the ability to pull in a group of agents or an agent on the page or a page where I want them to show up in the design of the page. If have have an agent in region…
1 vote -
Send Email/Text notification for "customer inquires" from command
I've been informed that customer inquiries are not communicated via email and only show up in the command app or on the dashboard. It is crucial that these types of messages get the highest notification alert -- email and text would be appropriate.
1 vote -
Archive Lone Wolf transactions
Have the ability to archive old Lone Wolf transactions that were used as training purposes, or for agents to clean up their Lone Wolf dashboard.
1 vote -
Easier sorting options for documents in Lone Wolf Transactions
There needs to be an easier way to sort documents in Lone Wolf Transactions than having to drag and drop everything. There should be options like A-Z, newest to oldest, status...
4 votes -
In the KWLS applet, under the search tab we need a filter for Internal active or Exclusive listings within our office.
In the KWLS applet, under the search tab we need a filter for Internal active or Exclusive listings within our office. This feature used to be there and is now gone.
1 vote -
All Notifications Filter Addition
I would like to request the addition of an "Unsubscribed" or "Unsubscribed" from Email filter to the All Notifications dropdown menu in Command. We currently have the following available dropdown options, All Notifications, Admin, Campaigns, Command Email, Consumer, Contacts, KW, Opportunities, Referrals, Tasks, and Text and Call. Adding an "Unsubscribed" notification to the dropdown would provide agents with a quick and efficient way to identify contact who opted out of email communication. Right now we have to sift through all read or unread, which is time consuming. Having a dedicated notification dropdown filter would allow agents to quickly identify contact…
1 vote -
Export Should Match the Selected SmartView Columns and Sort Order
Users want exports to mirror the SmartView they have configured so they can quickly print or share the data without additional formatting or cleanup. This is especially important for tasks such as creating birthday mailing lists, where only a few specific fields are needed.
2 votes -
opportunities not showing up when you try to access them through the Contacts applet
opportunities not showing up when you try to access them through the Contacts applet
2 votes -
Text cut off in timeline
I'm using my laptop and received a text message from a lead. It was a rather long message, so I tried to read it on my computer.
Unfortunately much of the text was cutoff, and I was unable to view the entirety of the message. The good news is I could find it on the mobile app and read it there. The bad news is I don't want to go from one device to another.
For those of us who also work from the computer, we have to be able to read these message.
1 vote -
Task screen show TAGS
Show tags.
1 vote -
Allow collaborators who are not assigned to the opportunity to access the related Transact
We would like admins to be able to create team opportunities without being assigned to them. Instead, they should be added as collaborators and still have access to the Opportunity and the related Lone Wolf Transact file.
2 votes
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