741 results found
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Export Smartplans and the content
To be able to export & download smartplans and the content
1 vote -
MFA
Shortly after the security breach it seems recaptcha v2 was deployed. I believe v3 would be a much more user friendly and more secure method to confirm a user is not a bot.
Also, I just received probably the most jenky MFA I've ever seen in which the system challenged me for a code it had emails to my recovery email. In this day and age of authenticator apps and tokens I would much prefer something that was actually secure rather than relying on SMTP and the delay of emails. The other suggestion was to text the code, which I…
1 vote -
Confetti when the Commission Tab is submitted!
Add confetti when an agent submits their commission tab. We have agent's who say they have submitted their commission tab, when they have not. This will allow us to tell them that "unless they see confetti, it hasn't been submitted!"
1 vote -
Compensation button on custom landing pages
Compensation button on custom landing pages
1 vote -
Ability to pin opportunities on dashboard - it would be a great feature to be able to pin active clients (as well as to combine active regar
The ability to pin opportunities to the dashboard. It would be a great feature to be able to see at a glance my active opportunities (further helpful to see those I'm actively working on regardless of whether they are buyer or seller). Currently I have to keep a running list in another program.
1 vote -
Agent Referral Filter
When working in referrals add agent name to the filters so we can see all deals by agents.
1 vote -
World Wide Referral Access
Add the ability to search and add KW World Wide Agents/Offices to the referral network and/or portal.
1 vote -
Call out of desktop and switching contacts from keyboard
Being able to connect to mobile number not facetime audio. Also changing to the next contact through the arrow keys on desktop would be fantastic.
1 vote -
Original Price on Listings Module
A good opportunity for improvement would be for the original price to be registered only after the property is sent for approval by the MCA, because sometimes while the property is still in draft form, the price can be adjusted before being sent for approval, but just by making these small adjustments, the property starts to be advertised with a price variation.
1 vote -
Prevent Missed Deadlines: Require Date Entry in Opportunities , Improve Smart Due Dates: Auto-Prompt to Enter Key Contract & Listing Info
Currently, there is no system-generated reminder or required action to enter contractual dates and listing details into an Opportunity when a listing becomes Active or moves Under Contract. This can cause Smart Due Dates in the checklist and stages to not function properly if the "Agreement Won" date or other key dates (e.g., listing agreement date, contract deadlines) are missing.
Proposed Solution:
✅ System Notification: Trigger an automatic reminder when an Opportunity moves to Active or Under Contract, prompting the agent to enter all required dates.
✅ Forced Pop-Up Prompt: Before an Opportunity moves to Active or Under Contract, require…1 vote -
Retain column width and sort when saving a smart view.
Smart views revert to narrow columns so I have to manually widen each column to see the complete data. For instance I have a smart view with birthdays and addresses for mailing birthday cards, but when I open the smart view the birthday AND address are cut off. When you save the smart view it should save the column width. Also the column sort is not retained either. It should be. There are a lot of potential case uses for this.
1 vote -
Reports for Clean Up
I am working with a team to help set up a more functioning COMMAND system. There are remnants of 3 old classification "ideas", most aren't being used. Upon inquiring to support, I found the exports and/or reports I need are not available. As functions have been released, it is necessary to clean up old workarounds to incorporate the new features. Doing some clean-up is needed and there is no way to easily query what is in the system. Any user created fields and assignments to clients should be easily accessible for reivew.
(My KW support case 1103396). Reports I could…
1 vote -
Offer with a Referral Issue
I received a referral check for a deal I referred out. Command still wants me to complete the offer section with the same info as if I listed/sold the property myself to be able to get to the commission tab. Since I did not work with the clients I did not have the details of the financing or the other party. Also, since I referred the client to another KW agent I had to create a new listing in the KWLS because the one that was already in there was linked to the opportunity of the agent that lead the…
1 vote -
Outside Agent Referral (zipcode issue)
We were trying to enter the information for an outside agent referral and it would not accept the details and let us click the button. All fields were filled in and we couldn't figure out what was wrong. After multiple tries we removed the dash from the zip code. We had used the 12345-6789 configuration of the zip code. After removing the "-4 digits" it worked. There was not a dialogue box or error message that showed what was wrong.
1 vote -
Created date in the contact profile
When you open up a contact's profile page, I'd like to see the created date on the left side, under the lead source line. As of now, if I want to see how long I've known someone, I have to take extra steps to search for them in the main page to see the date in the list.
1 vote -
Establish Tap section on the Top of Command
Currently, when using the command, I have to open a new tab in Chrome every time I switch between different functions. Would it be possible to develop an option to add a tab on the top? This way, we wouldn't have to constantly switch back and forth or refresh the command, making the workflow more efficient.
1 vote -
kanban view
having a kanban visualization model, thus being able to visually identify which phase of the funnel the customer is actually in, this way we will be able to monitor the customer with greater precision.
1 vote -
fee simple
need additional filters for fee simple land vs leased land. Amount of HOA fees, private pool vs community, 55 community or not in a 55+ community
1 vote -
Messages about contacts
I would love to see the option to send messages to team/collaborators to chat about a lead without an opportunity or deal; to tag a team member so they get a notification; to keep communications in one place for the team.
1 vote -
Add a "split document" button when needing to "update" document
When agents are needing to "update" their document due to compliance, they is no option to split that document unless they do it in DocuSign already. This tends to be a hassle for agents who need to update multiple forms for compliance.
1 vote
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