126 results found
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Grant Team Rainmakers access to view their team members’ cap status.
Previously, agents could view an agent’s cap status when adding them to a commission request. This functionality is no longer available. Team Rainmakers would like access to their team members’ cap status restored in order to accurately project income and expenses, acknowledge capping achievements, and celebrate important milestones.
3 votes -
3 votes
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Assigning Assignees to Tasks
When creating tasks under stages in Opportunities- We should have the ability to assign the person who create the opportunity as the selected signee instead of having to manually assign the tasks as they come up.
3 votes -
Compliance
For audit reasons, Compliance Teams need access to search Opportunities by address. However in the case where a Buyer has submitted multiple offers, then have cancelled and released those contracts, the Compliance team currently has no way to find previous addresses as Opportunity Name generally has the current address associated with that Opportunity. However, if when searching the Search parameters could also include the Timeline within the Opportunity, Compliance would see "previous" addresses. Please make the Timeline one of the fields the Search scours.
2 votes -
Add a filter to list Opportunities of Assigned agents that left a team
In the new All Opportunities tab, we lost the ability to filter Opps for agents that left the team. It would be essential to have a filter that would display those Opportunities as well as the assigned agents who left the team.
10 votes -
Limit team member access to ensure they cannot alter the opportunity pipeline stages or checklists.
At the moment, team members regardless of permission level can make edits to team stages and checklists. This access should be limited to certain permission levels.
3 votes -
Allow Team Admins to View All Opportunities
Hello! We are a growing team and we have run into the issue of our DOO not being able to see all of the Team's opportunities; only the rainmaker can. The only way for them to see the opportunities is if they are assigned to him which seems a bit of a hassle. We don't want to add him as another Rainmaker in Command Teams as that would mess up our reporting.
So, can we have a function where the team DOO or admin has the ability to see all of the team's opportunities? Or, throw this permission into the…
35 votes -
historical opportunities
As an agent, I'd like to access my historical opportunities. I've had occasion where my customer needs a document that is in DocuSign and Opportunities.
1 vote -
Trello
It would be great to have the capability as tasks are completed that the system can automatically send out custom emails that will alert you and allow you to edit them before sending.
1 vote -
5 votes
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"Sync Transaction" button available under Documents Tab in Opportunities
To save some time and clicks, the "Sync Transaction" button should be available also under the Documents tab in Opportunities. It can still be in its original spot, but add this option as well just to make it more convenient for agents.
1 vote -
Unable to highlight under my compliance page
I would appreciate it if you could restore my compliance page.
I'm having difficulty working effectively since I'm unable to copy and paste from this page. Please undo the changes so that the text can be highlighted.
2 votes -
3 votes
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Export Opportunities into .CSV File
Agents should have the option to 'Export' a list of their Opportunities into a .csv file. The file would include all dates, property address, client names & other details in separate columns.
14 votes -
Porch but with Real Quotes!
Porch but with REAL QUOTES
We use to have Porch Repair Estimate Generator within every command opportunity. The problem with the estimate, we weren’t connected with someone that would actually make the repair for the price provided.
There’s an app that you can send handyman and really any repair job out to and real professionals will give a quote. Once job approved by person who requested the job, communications will open up. It’s free for the party needing repairs. The contractor pays for credit for the leads. And, contractor is only charged credit when job accepted.
I see in our…
1 vote -
Remove either Command settings client update feature OR specific opportunity client update as one can override the other
One can override the other and makes it confusing so just leave one
2 votes -
Add Totals to All Opportunities
There should be totals for Units, Volume, and Commission in All Opportunities.
When agents use Filters and create Smart Views, they are often expecting to see totals for those fields at the bottom of the list to get a sense of where their production is at YTD, last year, or what's Active or Under Contract, etc.
Agents have not been able to gain the insights they want in the Reports applet.
3 votes -
Having an email address within each opportunity
Having an email address for each opportunity, so when I receive documents from the other side of a deal I can forward them to Command and NOT need to download documents before putting them into the Opportunity. Other platforms (SkySlope is an example) have had this feature for years.
2 votes -
create a commission statement within commission/offers
create a tab in the offers and Commission section for agents to plug in Commission statement details and allow to be saved as pdf or uploaded to mc
2 votes -
Enhance Efficiency with Bulk SmartPlan Assignment in KW Command
It would be incredibly useful to have a feature that allows users to bulk assign SmartPlans to opportunities based on their opportunity stage. This would streamline follow-ups, automate client communication, and ensure consistent outreach without the need for manual entry. Bulk Editing Capabilities: Allow users to select multiple opportunities at once and apply or modify SmartPlans.
3 votes
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