919 results found
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Notification When Assigned a Task
When a task is assigned to you through opportunities, have the option to have the notification sent to the assignee
11 votes -
Add QR Code Generator to Designs
Discussing in Build 100K Pipeline with Meg Behan - we should add QR code generator to designs.
11 votes -
Filter by Unsubscribed from Emails
Please add a filter or Smartview to see all contacts that have unsubscribed from email contact.
11 votes -
Add System Tag when Contacts Unsubscribe from Emails
When contacts unsubscribe, it would be great if the system auto-tagged them as unsubscribed-text or unsubscribed-email so they can be filtered and considered for archive or if we want to keep them as a contact. This would allow us to remove contacts who don't want to be contacted more easily.
11 votes -
Allow Imported Reviews for Agent Sites (Zillow, Google)
We should be able to import our reviews from other central websites such as Google, Zillow or Facebook. Other real estate companies (such as Compass) can do this seamlessly (automatically).
11 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 -
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 -
Remove "Branch Nickname" as the name of the cobroker and referral on DAs.
The branch nickname of cobrokers and referral agents is pulling onto DAs instead of the name of the brokerage. This is causing confusion for agents, title companies and MCAs. Agents will put N/A in the branch nickname and it is printed on the DA. Please change the field where the DA is pulling the cobroker info.
10 votes -
Stay Signed In On Recognized Devices
Please make it to where we do not have to keep on logging back in constantly! It is so annoying. Just make a system to where we have a list of trusted devices that we can stay signed in on all the time!
10 votes -
See if contact is opening email from the Contact Page
It would be great to see if a contact is opening or clicking on emails (for each email sent) from inside their contact.
10 votes -
error log
Previously when you imported contacts and there were records that failed, the error file contained ONLY those that failed.
Now, the error log is the entire import file with numerous columns at the end showing why they failed.
This is messy when you are imported thousands of records and because error validation is on numerous columns, basics sorts are not able to quickly show the associate what failed.
Please go back to showing only the records that failed on the error file export.
:)
10 votes -
Custom Colors for Tags created in Paid Ad Campaigns Program
When running a new Paid Ad Program, we can create a custom tag for the leads. However, we are unable to choose the color for this custom tag. It will reduce steps and friction if we could choose the custom tag color like we can elsewhere in Command. Going back to settings then navigating to the Edit Tags section is a lot of extra clicks.
10 votes -
flow chart if/then smartplans automation
agent would like smartplans to would more like https://keap.com/ on keap they use an if/then mapping chart, so that if very specific interactions happen then it will change the flow of the plan as needed. so like our remove triggers but wayyy more in depth
10 votes -
Add Multiple Documents to One Checklist Item
The ability to add more than one document per item in the compliance checklist. The current workaround at the moment is to create a duplicate checklist or have the MCA create multiple items for the same document.
10 votes -
Show Expiration Date on Compliance Request Cards
It would be extremely helpful if our opportunity dashboard for compliance requests included the expiration date of a listing agreement or buyer representation agreement. We just went through the very tedious process of archiving over a thousand opportunities from the compliance dashboard, many of which were listings that did not sell or buyers that did not buy. The only way to do this was to open each opportunity and re-open the documents. We have a submission date and an est. closing date....can we get an expiration date added so we can archive expired opportunities faster?
10 votes -
Export Opportunity Documents to 1 PDF File
The ability to download all documents from an opportunity to a single PDF file is useful and should be implemented.
We should have the ability to choose individual files, or a combined PDF.10 votes -
Update Phone Number to show in xxx-xxx-xxxx Format in Marketing Profile
Can you update the way our phone number appears in emails. My marketing profile is entered 407-616-3513, but in the email it appears +14076163513 (with no spaces).
10 votes -
Dual Agent Type Opportunities (Both Sides)
When accepting a COMMISSION submitted by an agent there should be a pop up asking the MCA if there is ANOTHER OPPORTUNITY to link to this COMMISSION so we only have to create ONE DA for a KW double sided transaction!
10 votes -
Bulk Assign Opportunities
Currently, there is no way to bulk-assign opportunities. I would like to be able to bulk-assign opportunities to anyone on my team, especially if they have "Unlimited" team permissions.
10 votes -
Add Open House Tag to Open House Leads (Personal/Team)
Auto apply the tag "Open House Signin" to any lead that comes in from the Command Site Open house links.
Because leads are auto assigned to the agent doing the open house, we do not have the ability to use lead routing to add a tag and trigger smartplans. This means agents on teams must manually put the leads on SmartPlans.
Solo agents have this via lead source. This is a huge pain point for teams and rainmakers who have multiple open houses and need speed to lead.
10 votes
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