837 results found
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Add Merge Tag for Agent Signature
Problem, when adding an email you always have to manually type in your email signature.
Solution come up with additional Merge Fields like:
{Full.Agent.Signature} - to include their office address
{Short.Agent.Signature} - a variation of the Full with out the address.5 votes -
If/Then Functions in SmartPlans
Forgive me if this has already been mentioned but I think an If > Then conditional function within smart plans would be great.
5 votes -
Show Sold Properties in Neighborhood Nurture
It is very important that a client (potential seller) receives a bi-weekly neighborhood Nurture including Active, Pending and SOLD properties in order to they have an idea how is the market regarding the last sold similar properties an make a quicker decision selling their units. Only Active and Pending unit are shown. Please see attached the screenshots.
5 votes -
Add "cc:" Field to SmartPlan Email Steps
Please add a cc' field for Smartplan emails. We are currently unable to see outgoing Smartplan emails and would like the capability to see the email that was sent out.
5 votes -
Custom Tag Order in Dropdown
I would love to have the Custom Tags that I make come with the ability to order them the way I would like. So, say a client has three tags...I would like to be able to select to see the tags in the order that I want to see them in...vs. just according to the designated order of when I made an actual tag.
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 -
Profit & Loss Statement Report
I would love to have a way to keep track my business expenses and create a Profit/Loss report every month. Since KW Command will be able to track our income based on our 'opportunities', it only makes since to also be able to track our expenses.
5 votes -
Anniversary and Birthday per Month Report with Contact Names
This report would enable agents to be prepared ahead time to send cards, gifts, etc. to mark these events. Agents could simply print the report at the first of the month and then make sure they have cards on hand and gifts ordered.
5 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 -
Quick Create Referral from Contact
Add a button inside of the contact card that allows you to refer out the contact.
5 votes -
Opportunity-Based Trigger Tags for SmartPlans
Can you have a Opportunity Tag Trigger a Smart Plan? Example If there is a HomeWarranty on this transaction I want it to trigger a few additional emails about Home Warranty programs.
5 votes -
Multiple Checklist Template Options
Within Opportunities, could there be multiple checklist templates setup to choose from when populating the checklist for a given phase of the opportunity. For example, a new construction buyer opportunity may have a longer-timeline to it and a few different but standard steps (like a blue-tape walkthrough, or activating appliance warranties after the home is purchased). I know I would like this functionality, maybe others would as well.
5 votes -
Auto-Fill Broker Information from DocuSign Details to DocuSign Forms
Our state has forms that require the broker information the be filled in, but even when we enter the broker information in DocuSign details, the information does not populate into DocuSign forms.
5 votes -
Connect Existing DocuSign Room to Opportunity
When working with buyers, we usually need documents signed (e.g. state disclosure, Buyer Agency agreement, etc.) BEFORE an opportunity is needed. So the Docusign room often precedes the Opportunity. It would be very useful to be able to connect an existing Docusign room to a new opportunity.
5 votes -
Allow Spouse Contacts to Share Email
Command Contacts should allow us to use the same email address for more than one client. We have several clients who are couples that share the same email address.
5 votes -
Allow for Multiple Home Anniversary Fields
Clients who have multiple properties may have more than one home anniversay (i.e. investors, second vacation homes, etc.).
5 votes -
Show Current Closed Units, Volume, and GCI for Year to Date
In order to build our businesses, we are encouraged to know our numbers, not just "potential" and "probable", but our actual numbers. At any given moment, an agent should be able to know their GCI for the current year without using other platforms or having to calculate themselves.
Imagine being able to click on reports and see:
"As of today, your GCI for 2023 is..."
"As of today, your closed units for 2023 are..."
"As of today, your closed volume for 2023 is..."
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 -
Export Selected Contacts (by Filter or SmartView)
It would be great if we could export any list of contacts that we are able to filter and create SmartViews around. This is good for handing off lists of people if necessary for various reasons.
5 votes -
Show Street Matches First in Property Search
If someone goes to my website and starts typing in their street address, they should not have to scroll through literal PAGES of other partial matches for an address before finding their address.
No other real estate website does it this way.
i have attached multiple screen shots for the same address search for an example.
5 votes
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