782 results found
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remove 1 in phone number smartplan
When using phone number merge field in Smartplans, remove +1 and add dashes. Also in marketing profile it should show the dashes.
2 votes -
Agents are requesting a “cleaning date” is added under “staging date” so that they can log when a property has been cleaned.
Agents are requesting a “cleaning date” is added under “staging date” so that they can log when a property has been cleaned.
1 vote -
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 -
Customizing Location on Agent Website
Agent Hailee Fliam reported that her website is displaying location information for Lincoln, but she wants it to show Omaha, as her office is based in Omaha while her broker is located in Lincoln. Currently, this information is not customizable because it is pulled from the core data of the agent's profile and defaults to the first associated Market Center.
It was confirmed that the only way to change this information would be for the agent to leave the current Market Center, which is not an ideal solution. A feature request has been suggested to make this information customizable in…
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 -
4 votes
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filter by last called
be able to filter contacts by last called
2 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 -
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 -
2 votes
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lead source
The ability to delete/edit system created lead sources. Having such a lengthy list of options opens the door for error by being inconsistent.
1 vote -
2 votes
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Create DYNAMIC Assignments for Opportunities
Regarding Task Lists under Opportunities (both Buy and sell)
In Opportunities (Seller or Buyer) when you're making Checklists, there's the ability to make tasks assignable.
Presently the options are self, "unassigned", or specific "team members" (you must pick an individual).
I'd like to see this be dynamic: For example, as the Rainmaker, if my Buyer's Agent makes an opportunity for a Buyer, I want all the tasks they're responsible for assigned to them. The field in the task list wouldn't be assigned to an individual, but rather their role ("creator" of the opportunity), while some tasks would be static and…
5 votes -
language
We have a huge population of Chaldean agents in our market and at our market center. The Chaldean language is missing in the drop-down of languages we can add in "my profile" in Command. I am hoping we can get this added. Thank you!
1 vote -
Canva/KW Team Brand Kit
Open the Canva/KW Enterprise account to allow a personal brand kit for teams. Canva Pro account offers an brand kit and if we are going to switch over to the enterprise account, we need to be able to design freely with both the KW logos and brand information as well as our own team branding.
41 votes -
Buyer Bulletpoints on Contact Page
For active buyers on their contact page, have a number of bulletpoints to the right of the contact info as to what they are looking for (vacant lot, under $60k etc) so that it doesn't have to be written in a note or scroll down after much activity to remember what their preferred criteria is
1 vote -
Ability to assign a task to my admin, without making them a collaborator
I want to assign a task to my admin, without first having to make them a collaborator. It is an extra step and misleading. My admin is not a collaborator, and should have the ability to be assigned tasks, without being a collaborator.
1 vote -
Add a calendar widget for tasks, reminders, and events
It would be great for there to be a built in calendar (maybe your Google calendar) integrated into Command so you can add events, reminders, tasks for you to do, etc. That way it is all built into Command on the homepage or the tasks applet.
2 votes -
text
You know how, when we send a Smart Plan via email, there's a report that shows who received it and who opened it—so we can track who's interested? It would be really helpful if we had something similar for text messages sent through Twilio. Ideally, we could see tracking information—like who opened the message—directly beneath the text when we're sending it.
1 vote -
Have a husband/wife option along with spouse
We have a few people in our database that their names are gender fluid. I would like to qualify them as husband or wife in the relationship so that we don't have any embarrassing mistakes when trying to connect down the road
1 vote
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