92 results found
-
Allow Agents the Option to Choose Team Attribution in Opportunity
With the new Agent "Business" teams rollout, our teams tracking has gotten more difficult.
Currently, the transaction defaults to wherever the Opportunity was created in Command (by the drop-down option at the top), but agents aren't used to that system. Once it's created, the agent has no way of seeing that the attribution is incorrect until their volume reports otherwise.
MCAs/AMCAs have a drop-down menu for teams. I suggest we give agents & their transaction coordinators the same option to audit their own transactions when they submit a Commission Request.
-Sincerely, a concerned MCA :)
32 votes -
Restore Rainmaker control over personal Opportunity creation or provide full visibility
Please restore the ability for Team Rainmakers to prevent members from creating personal Opportunities, or provide Rainmakers and Admins with the ability to monitor all member Opportunities. Without this setting, team members can bypass team fees by creating personal opportunities, which is currently impossible to police externally. Restoring this functionality or granting full visibility is essential for proper accountability and team management. Thank you!
20 votes -
Have one opportunity account for both the listing and buyer side
This feature request is for creating the ability to have just one opportunity account for both the Listing and Buyer side instead of creating two separate opportunities to account for both sides.
27 votes -
Restore Contact Card Opportunity Visibility For Team Members
Please restore the ability for team members with unlimited opportunities permissions to view all team-pipeline opportunities from the Contact Card’s Opportunities tab without needing to be listed as an assignee. This would improve workflows for teams that manage transactions by client/contact name rather than by property, especially for repeat clients, buyers/investors, and historical transactions. Current behavior requires assignee-based visibility in the Contact Card, which adds manual overhead and reduces efficiency for team members.
10 votes -
Ability to edit Estimated Closed Date after an offer has been accepted
After the latest Command update, agents are no longer able to edit the Estimated Close Date in the Opportunity after an offer has been accepted. It's important that agents are able to update the closing date as that is the date we sort files for Compliance.
42 votes -
Ability to re-sync exisitng Opportunities to Lone Wolf
For existing Opportunities that are synced with Docusign, it would be great to have an option that'll let you resync that Opportunity to Lone Wolf so you don't have to create a new Opportunity. Right now it's a lot of extra work on the agent side and the MC side if someone has an active Opportunity that's still currently synced to Docusign.
8 votes -
Sync Broker Name/Email Into Lone Wolf Transaction
We would like the Market Center Broker name and email address to automatically sync to the Lone Wolf Transaction created within an Opportunity. Currently, this information is not included in the available sync options, which requires agents to manually enter the broker details each time a transaction is created. Adding this sync capability would streamline the process, reduce manual data entry, and improve efficiency for our agents.
8 votes -
Allow Linking an Opportunity to an Existing Lone Wolf Transaction
I’d like to submit a feature request regarding the Command and Lone Wolf Transact integration.
Currently, there does not appear to be a way to connect an Opportunity in Command to an already existing Lone Wolf transaction. The current workflow requires the Opportunity to be created in Command first and then synced to Lone Wolf Transact, which creates a new transaction rather than linking to one that already exists.6 votes -
Details Side Panel in Opportunities Collapsed by Default
Having the Details side panel can be useful, but a lot of the time it needs to be collapsed to see the Opportunity fully.
There should be a toggle in Settings to set whether you want the Details side panel to be opened or closed by default when opening an Opportunity. It would be a great Quality of Life addition to this new layout.
19 votes -
Enable Adding Backup Offers After Offer Acceptance
Within the Command Opportunities Offers tab, users currently have the ability to add multiple offers until one offer is accepted. Once an offer is accepted, the option to add additional offers is removed.
We would like the ability to continue adding offers even after an offer has been accepted. In real estate transactions, sellers may continue receiving backup offers after an initial offer is accepted. Because of this, we need the ability to document and manage those backup offers directly within the same opportunity.
At the moment, once an offer has been marked as accepted, we are unable to add…
5 votes -
Tag Types Needed for Filtering Tags
Tags are color coded but there's no way to filter the tags by their color. For example, we use green tags to differentiate client budget and purple tags to show client hobbies/interests. If we want to see all the purple tags together, there's no way to do that using the column filters or search. We have to use pre-fixes on our tags to keep groups of tag types together. Please add another filtering column in the settings/tags section for tag types?
22 votes -
Ability to edit a signing in Lone Wolf after it has been sent
Many of our agents have commented that when we used DocuSign, they would send an envelope and then their clients would call them with various corrections that were needed in the documents ranging from signatures in the wrong places, incorrect contact information, or even incorrect spelling of their names. All of this information needs to be editable after the signing has been sent to the client without requiring the agent to completely restart the signing altogether the way it was in DocuSign.
The way that everything is set up in Lone Wolf now, any information that is fillable in a…
4 votes -
Show All Phase Tasks Within Opportunity
Within Opportunities, under the Tasks icon located in the top-right corner, we would like to request that the task list display all tasks associated with the entire phase of the opportunity, rather than only the tasks associated with the current stage the opportunity is under. This would provide users with greater visibility into all phase-related activities and help them better manage upcoming and outstanding tasks throughout the phase.
3 votes -
Allow collaborators who are not assigned to the opportunity to access the related Transact
We would like admins to be able to create team opportunities without being assigned to them. Instead, they should be added as collaborators and still have access to the Opportunity and the related Lone Wolf Transact file.
2 votes -
Improve Opportunity Search for Inactive Team Opportunities
When an agent is removed from a team, or when a team is set to inactive, it becomes difficult to find opportunities associated with that specific team. Currently, the only option is to use the Search tab in the Opportunity applet, but there is no filter for the inactive or removed team. As a result, locating those team-related opportunities is cumbersome unless the user already knows the exact opportunity details to search for.
2 votes -
Custom fields for Opportunity Details
We would like to have the ability to add custom fields to the Opportunity Details page. Things like lockbox cod, lockbox location, bed/bath/acres/etc., MLS ID, etc.
5 votes -
When entering an offer in Opportunities, I would love to see the option of entering the number of days of the action and the system would au
When entering an offer in Opportunities, I would love to see the option of entering the number of days of the action and the system would automatically add the end date.
Example:
Contract Date / Length of Escrow / Close Date is entered automatically based on length of escrow
Financing Contingency / Time to Remove Contingency / Due Date is entered automatically based on time to remove Contingency
And so on and so on.
2 votes -
Archive Lone Wolf transactions
Have the ability to archive old Lone Wolf transactions that were used as training purposes, or for agents to clean up their Lone Wolf dashboard.
1 vote -
export opportunities stages checklist
Download all of the checklists from my account into a csv or other file for my opportunities by stages
3 votes -
Sync address from contact while creating new opportunity
When creating a new opportunity from within a command contact, the address should sync in the new Opportunity window, or provide an button after the opportunity has been created to sync information from a contact.
1 vote
.png){kind=link}
- Don't see your idea?