785 results found
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Pint tags from Command
Agent would like to have the option to print her tags in Command.
5 votes -
5 votes
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Include Address in Home Valuation's Contact Timeline Notification
when a contact signs up on your website for a free home valuation they are automatically entered into our crm. The property address they entered doesn't get added to the contact. Can this be added automatically so we don't have to go back in and update or forget?
5 votes -
Add "Add Document" Button to Bottom of Documents Checklist
When submitting documents in the Opportunities section and you have to add a lot of documents that might not be listed by the broker, you have to click "Add Document". Once the document is added it drops you to the bottom of the screen where the document was added so then you have to scroll all the way back to the top of the screen to add another new document. Can we freeze the section with the option to add a new document so it's always visible...or add the option to "Add Document" at the bottom. https://www.loom.com/share/65d9184cce9446348ab6fa0b9a024429?sid=d00c2809-ea6d-49b1-8570-257cac768c9d
5 votes -
Add Leads from Landing Pages to Email List
We need to be able to create a Landing Page with a Form. When a lead fills out the form, they are added to an email list for Campaigns.
5 votes -
Require Rainmaker Approval before Document, Offer, and Commission Submission
This would be useful as it would allow the RM to oversee all deals going through their team to ensure the opportunities have the necessary team documentation correct, as well as allow the RM to ensure the offer and commission submission is correct (i.e. splits, etc...) prior to submitting it to the MC for review.
This would ideally be something the RM would have control of and be a "final check" before submitting the docs and offers to the MC for their approval by the agents on that team.
In my opinion, the best way to do this would be…
5 votes -
SmartPlan Email Preview
Two things: Can we have a "view" button so we can see what our smart plan emails are going to look like? And can we select spacing? I can't single space my signature block and it looks amateurish double spaced.
5 votes -
Choose Multiple Neighborhoods for Contacts Using Free Draw Tool
update command for when youre choosing neighborhoods to add your client so that instead of manually clicking each neighborhood to have a range for us to make a shape over the map.
5 votes -
Task Table Remains "Sticky" after Completion
Frustrating. It should go back to where you were before. Scrolling up to the top wastes my time as I have to scroll back down and remember where I was.
5 votes -
Move Marketing Profile in Dropdown under Agent Name
For how important this tab is, it should not be very deep in settings under four different drop-downs. It should be just under the persons name next to settings on the command main portal..
5 votes -
Create Referral Agreement PDF from Accepted Referral
When a referral transaction closes, the agents must submit the referral form to compliance to receive the payment. Right now, we are missing a feature that just clicking a button will download the agreement to be submitted to the MC.
My suggestion is for KWRI to create a download PDF form tab in the referrals session of Command to make this process easy for agents. It would be even more amazing if there was a button that allows the agent to create opportunities from the referrals session.
5 votes -
Bulk Delete Tags in Command Accounts
An option to bulk delete tags within an account that were created or imported in by agents (non-system tags) to help speed up processing of accidental or mistaken imports and help clean up databases.
4 votes -
The ability to send letters and postcards from Smartplans
CRMS like Lofty allows letters or postcards to be sent directly from Smartplans. This will be a huge improvements to Smartplans and of course should be able to select from Designs
4 votes -
Email notifications for due Opportunity Tasks
Receive automatic email notifications for due tasks from the Opportunity Task Checklist.
4 votes -
4 votes
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Add More Home Search Options Like Acres & Finance Type
Add financing options & acres to the page where we add a "Saved Search". I work with a lot of veterans & I don't see a way to set them up seeing only homes that will go VA financing. Plus I don't see where & can search by lot size either if I have a buyer wanting a home that's on 1+ acres.
4 votes -
Add Dedicated "Last Name" Field to Improve Contact Search
I’ve noticed that the system seems to treat the second and third words in contact entries as potential last names within the Contacts tab. For example, entries like "John & Mary Smith"—where spouses share an email address—are combined into a single "Full Name" field.
If you check the Contacts section in KW Command, you'll see there is only one field labeled "Full Name." It would be much better to have two separate fields: one for First Name and one for Last Name. This structure is more efficient and improves both data entry and search functionality.
When I searched for the…
4 votes -
4 votes
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library of MC w-9s
since so many referrals between market centers exist, wouldnt it be easier to have an annual post of the market center's w-9 so agents don't have to track them down when they have a closing and the MCA can simply access the market center's doc for tax purposes.
4 votes -
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.
4 votes
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