Vendor Roster only editable by MCAs
Would it be possible for agents to be able to select a current vendor in our roster instead of inputting new vendors every time they are needing to pay someone outside the MC? And if the vendor is not found, to request a new vendor?
We have an issue where our agents are overwriting the tax information for vendors/outside brokers in Winmore because of the information they put into Command. At the volume of agents and transactions we have, it would be best to have a solid vendor roster that the agents cannot duplicate brokerages (due to name of the brokerage with or without LLC, incorrect name, multiple addresses on W9s or missing suite numbers that causes checks to get lost). We have so many duplicate brokerages in our vendors list...
And if they truly have a new vendor that does not exist on our roster yet, to submit for us to review and verify that the information they submitted for that vendor is accurate according to their W9.
LABS Team
shared this idea
Agents are now able to request Vendors via Command! Here is our answers.kw.com article on how to do this: https://answers.kw.com/hc/en-us/articles/14737258211219-Associate-Transaction-Vendors-With-an-Opportunity-Parties-to-the-Transaction
