621 results found
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AI email, text, call script
Compose AI- Ability to have AI provide a text, email, or conversation guides for calls based on contact information, notes, social, etc. This would be great in Command and Command MC.
37 votes -
Merge option when matching phone numbers are found
When I add a contact and the primary phone number is found in my data base a pop up should ask if I'd like to merge the contacts. Right now I have to cut and paste info back and forth then delete one
2 votes -
Both spouses/partners names on mailing labels.
I would like to be able to have mailing labels addressed to both spouses/partners without having to create a 2nd contact. Having a "Mailing Salutation" field fix this.
23 votes -
Update the information shown in my website inside any browser
If I have a client, I would like to customize how I appear in google, I would like to have a way to change the tab and web browser text that appears on google, not having an option to change this will affect the way I offer my website! Please add a way to customize this text!
2 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 -
Create a tagging library (similar to SMARTPlan Libary)
We have a lot of great systems we recommend for agents, and how to tag their database.
Could we expand the pre-generated system tags in Command to include things like DTD2, or status tags?
This way, when new agents join, they can automatically tag their database with the appropriate tags.
2 votes -
On "My Profile" - change title "First Date Licensed" to "KW Join Date" or something similar so this field is not confusing.
Under "My Profile" "About Me" section - the title "First Date Licensed" to "KW Join Date" or something similar so this field is not confusing. I recently joined but was licensed in 2015. After 9 emails, it was clarified that this field was not at all about my license date, but instead about the date I joined KW.
This change would reduce/eliminate unnecessary emails and time wasted in the future for others like me that were licensed prior to coming to KW.
2 votes -
5 votes
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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 -
Ability to delete more than 50 tasks at once
It seems like there is only a max option to delete 50 tasks at a time. It would be great to have the capability to delete all of your tasks at once in the backend settings since some people have 1,000+ tasks and doing 50 at a time would take some time deleting that many tasks.
8 votes -
Ability to attach a VCF contact card to twilio message in Command
Having the ability to attach my VCF contact card to twilio messages would save time and help to cement the relationship with leads or new clients.
2 votes -
3 votes
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Customize the 'Meet the Team' section with your team members' information.
We are trying to see if we can get bios for each team member to display in the Meet the Team section of the Agent Site. Is this at all possible?
We know you can add the bios to the Marketing Profile, but we want them displayed in the Meet the Team section of the site if it's a possibility.
2 votes -
Task on Contacts Smartview
The problem: This process is inefficient and time-consuming, especially when trying to plan follow-ups for a large list of contacts
The Idea:
Introduce "Tasks" as a selectable option in the "Customize Columns" settings for Contact SmartViews.This new column wouldn't need to show task details, but simply provide a visual, at-a-glance indicator to show whether any task exists for that contact.
Suggested Implementation:
The indicator could work just like the email validity icon:Task Exists: A clear icon (e.g., a red dot, a small checkmark) appears in the column.
No Tasks: The column is empty or shows a different icon…2 votes -
3 votes
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Remove "Branch Nickname" as the name of the cobroker and referral on DAs.
The branch nickname of cobrokers and referral agents is pulling onto DAs instead of the name of the brokerage. This is causing confusion for agents, title companies and MCAs. Agents will put N/A in the branch nickname and it is printed on the DA. Please change the field where the DA is pulling the cobroker info.
12 votes -
export my contact ACTIVITY including texts, emails, smartplans,
Be able to export my contacts ACTIVITY including texts, emails, smartplans, etc.
12 votes -
2 votes
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Task list defaults to first unchecked task
Have the task list go directly to the next unchecked task. TCs are opening the task list within opportunities and having to scroll all the way down to where their next task it. Either compress the accordion view on all sections are autoscroll to the first undone task.
7 votes -
attachment to tasks
It would be wonderful to have the ability/capability to add attachments to notes and tasks in command. Sometimes a photo is a valuable part of your notes or tasks.
2 votes
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