833 results found
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Set Team Goals and Individual Goals
Currently, I have set our Team's yearly production goal under our rainmaker's account while logged under the team account. Initially I thought this was setting the goal for the whole team under the team account. I had an individual agent on the team add in their annual goal in their Command account on the team side. Since doing so, when looking at goals for "All Team Members" it now has the combination of the Team/Rainmaker Goal, plus the individual agent. Ex: 65 Transactions (Team) + 16 (Individual) = 81 Transactions (All Team Members, not correct)
There should be a way…
6 votes -
Bulk Action: Create Tasks
Add same taks to multiple contacts at once
7 votes -
Allow Guest Users to Access Opportunity Discussions
Currently, a Guest Admin cannot participate in Opportunity Discussions, since Guest Admins sometimes fill multiple roles in support of a transaction this would be a key feature for larger teams to take advantage fo this feature.
4 votes -
"Last Contacted" to Include All Communications
Previously, the "last contacted" column reflected all email activity. Recently KW Support told me that is no longer true for all emails, just those from a smart plan as part of a recent change.
So now, the Last Contacted column is not a true reflection of the last contacted activity. It needs to revert back to reflecting all activity.
2 votes -
Auto-Match Listings to Buyers' Criteria
Ability to enter an MLS number for a new listing into a search feature that will locate anyone in your database that meets that criteria (has searched for similar properties on your website, etc.)
17 votes -
Add "Relationships" Field to Import & Export Templates
For new agents looking to import an existing spreadsheet or for existing agents looking to export their complete database, clean it up & then re-import starting fresh, include the "Relationships" field.
Otherwise an agent needs to spend additional time in Command entering relationships that could have more easily been set in advance within their spreadsheet & simply imported.
4 votes -
Export All Opportunities List
One excel that exports all opportunites and transaction summary similar to this https://answers.kw.com/hc/en-us/articles/14737284903571-Generate-a-Transaction-Summary-for-an-Opportunity (https://answers.kw.com/hc/en-us/articles/14737284903571-Generate-a-Transaction-Summary-for-an-Opportunity)
but would like one excel with separate columns.
11 votes -
Report on All Activity on Contacts
For tracking purposes. Is there a way to go in and check for all updated notes and activities per month or time period? The goal is to know what activities we are doing and to be able to track our activities. This would be a helpful tool to coordinate with team and leadership opportunities. And to know how productive we are in working our database.
3 votes -
Add Customizable Buyer/Seller Guide for Agent Sites
We had a great interactive buyer / seller guide on our previous sites experience. With the new website upgrades, we only have a small sample of the buyer's guide, in blog post format.
I don't want my customers to have to read each individual blog post, when the previous card template worked great and was fully customizable. KW should consider building a pre-made template or site page we can install on our new sites.
7 votes -
Multiple Marketing Profiles for Agents in Multiple States
For agents licensed in multiple states, it would be a huge problem solver for them if they could have multiple marketing profiles with a toggle at the top of the Command Platform, whereby no matter where they were working in Command, they could toggle between branding for their Arizona vs Washington clients, for instance.
3 votes -
Sort Contacts by Tag When Creating Task
Within the function of Linking Contacts to a Task, it would be useful to search contacts by a Tag. Currently, a user is only able to Link Contacts to a Task by searching for them individually by name. I would like to create reminders to reach out to Leads that I have identified as "hot" "nurture" or "watch". I have already added those tags to the contacts but it would be tedious to add them name by name.
6 votes -
Parties to the Transaction Viewable in Command Mobile
Currently it is not possible to access the Parties To The Transaction for an opportunity within the Command App. Agents often need to contact the lender, title company, or inspector on the go, and it is critical to have access to this contact information within the app.
11 votes -
Remove Agents from Referral Network at Offboarding
We have agents that have moved into the referral group and are showing up in the Active Referral Pattern. They are not allowed to practice real estate so it makes sense to be able to remove them and from our end.
4 votes -
Add Comments for Missing Documents in Opportunities
From Command MC reference Compliance, when a document is rejected I am able to comment to the agent what is wrong with the document, but when I am returning the opportunity to the agent because a document is completely missing I am not able to make a comment to that agent letting them know what I need to make compliance correct, therefore agents are overlooking the opportunity completely.
3 votes -
Bulk Add to Command Email List
Ever since Mailchimp stopped being used we still cannot add bulk contacts to command email lists.
This is a basic function and would stop us from having to rebuild email lists every time we want to send an email to the database or list we have already built every time we get new contacts to add.
6 votes -
Consolidate Marketing Profile and My Profile
As a MCTT, I've noticed with a lot of agents that it can get very confusing on where they need to put in information to go on their Consumer sites. I have a lot of people that update their bio and headshots in the My Profile section and then wonder why it's not updating anywhere because it's hard to find the Marketing Profile and no where really explains the difference between the two. It would also be great to add a button on the Consumer tab that takes you to your Marketing Profile so it's also easier to find as…
9 votes -
Sort Mailing Labels Alphabetically
When generating mailing labels they should sort alphabetically and combine married couples on one label.
22 votes -
Allow Multiple License Numbers in Marketing Profile
For agents that have their license in multiple states, it would be great to have section to where you can add your license number in a seperate section instead of on the same line.
4 votes -
Make Reports Printer-Friendly (PDF)
To enhance user experience and operational efficiency, I propose the addition of a printer-friendly report feature in Command CRM. This feature would enable users to easily generate clean, clear reports for Activities, Goals, etc., without resorting to multiple screenshots or dealing with cluttered screen prints. This addition will significantly aid in data review and strategic planning, especially in team settings.
- Benefits:
** Streamlines report generation process.
** Provides organized and accessible data for meetings and planning.
** Improves overall user experience and productivity.Your consideration of this feature would greatly benefit many real estate professionals who rely on tangible, clear…
5 votes -
Filter by Saved Search
Have a filter that shows any/all contacts that have a saved search (similar showing who has a neighborhood).
5 votes
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