61 results found
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Sync the Opportunities Details to the DocuSign Details
Hi! MCTT Jersey City here. I believe if it was possible to completely fill out the Opportunities Details section and have it sync to the agents DocuSign, can save ALOT of time for associates and speed up the Contact to Close process.
1 voteOpportunity Details now sync to DocuSign Rooms! If you have any Details you'd like to see specifically synced that are not currently, please check ideas.kw.com to see if your request has already been made; if not, please submit an idea asking for specific fields to be synced. :)
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Manually Enter Property Address in Opportunity Details Tab, Including the State
When creating an opportunity, the option to manually enter an address in the Details tab should be an option from the get-go. Sometime, the address is a lot, or similar scenario, and the search will be unable to find it. As it stands now, I believe everything can be manually entered except for the State.
1 voteHi there! You should be able to complete this in Opportunities now! Check out our answers.kw.com article to learn more: https://answers.kw.com/hc/en-us/articles/4402627315987-Why-can-t-I-find-the-address-I-need-in-the-list-of-auto-populated-addresses-when-adding-an-address-to-a-contact-or-opportunity
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1 vote
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There should be an option so that the opportunity checklists do not appear in the tasks.
I understand that many people like to have opportunities in their tasks, but in the case of my team, having them in tasks without a date or anything just gets in the way.
1 voteTasks can now be filtered by Linked To type! Check out our answers.kw.com article to learn more: https://answers.kw.com/hc/en-us/articles/360019112534-View-and-Manage-Tasks-in-Command
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Add Contact when Adding an Opportunity Same time
Please. Let us add a contact as we are entering an opportuniy!! instead of having to go into Contacts, create one.. then go into Opportunities. Please. So much faster/efficient to just add a contact as I am doing the opportunity!!
1 vote -
Retain filters when working from All Opportunities
Hello, I am scrubbing my database and going through all of my past clients to make sure they are tagged properly. My process is for me to go to my 'closed' proeprties through the filter on opportunities. I have found that there isn't an easey way to go about this. When I click the contact from closed opportunties, I click the back button to go back to where I was and it doesn't... I have to go all the way back to opportunities and refilter it again. This is very time consuming. It would be great to click the back…
1 voteHi there! You can now create SmartViews that are the default for when you open the Opportunities applet. Check out our answers.kw.com article to learn more: https://answers.kw.com/hc/en-us/articles/360041799653-Use-Filters-and-SmartViews-in-the-All-Opportunities-Search
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Shorten Docusign Date (Remove Time)
The Docusign date field is entirely too long to fit in the space allotted on most forms. Since we have a certification document that gives all specifics, just the date should be sufficient.
1 vote -
Commission percentage and Sold price changes after Opportunity is from being closed.
I'd love to add a comment on changes- In the commission section, when a property is issued Tidewater and the price of the house needs to lower or raise, when the commission is locked beforehand, we cannot change it once the DA has been revised. So our commission and sales numbers aren't reflecting adequately. I'd love to see a "request change" button or the ability to change it and the MCA approve on the back end?
1 vote -
Additional Places for Important Dates in Opportunites
Additional places on front page of an opportunity for other important dates, like inspections, appraisals, due diligence end dates and other things related to a sale.
1 vote -
Bring back feature to automate multiple offers in opportunities!
https://pages.kw.com/demo-mc48/269546/c0q1q9cg0g5hcrulji10.htm (https://pages.kw.com/demo-mc48/269546/c0q1q9cg0g5hcrulji10.html)
Automate incoming offers to quickly organize and share with your seller an offer comparison so they can quickly make a decision on which offer benefits them the best.
1 voteWe brought back Offer Comparisons! Here is an answers.kw.com article to learn more: https://answers.kw.com/hc/en-us/articles/360026266154-Download-an-Offer-Comparison
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update commissions in real time
It would be helpful to know where we are in cap status in real time and figuring out our DA's if this information was accurate
1 vote -
Edit Columns on “All Opportunities” Page
Add the ability to see all of the checklist items in the "all opportunities" page so you can work through the checklists all at the same time instead of having to click into the deals every time.
This would go alongside editing the columns on the all opportunities page like you can do in contacts.
4 votes -
ALLOW SPLITTING & ASSIGNING OF A DOCUMENT NOT ALREADY IN DOCUMENT LIST
I love that we can now split docs directly in Command BUT it seems like the designers missed a key feature - allowing splitting in a NEW DOCUMENT TYPE not already in the pull down list. Sometimes deals have extra documents beyond out default lists and even though we can add a document at any time, if the document we want to be ad is grouped in a larger pdf, we are still stuff slitting the larger file, or printing to pdf the appropriate pages, so that we can manually add the document. When splitting, it would be ideal to…
1 vote -
Update Contact Info Inside Opportunity
I have a new address for my seller in an active Opportunity. There isn't a way to go to the contact card within the opportunity to update info. I Have to go out and into Contacts to be able to do that.
1 voteYou can now click on the Contact's name in the top right corner of the Opportunity to see their information and go straight to Contacts from there! :)
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Full Address not synching to Docusign
The state and county are not synching over to Docusign from the Opportunity. This is an integral part of the forms and would like to see it synch over with the rest of the address.
1 vote -
Custom Fields in Offers Tab
Some of the most important details when comparing offers are not available. By adding custom fields each agent can choose what details they want to compare
Sellers market has complicated our ability to compare, contrast, and compile offers. Command cannot fulfill this need. Here is MS Excel sample I created, Chicagoland market. Sharing this dbase. Command will not have enough column headers for us to properly compare all offers. It has become this complex. See my headers as points of comparison, used MS Excel. Not saying Command has to be revised to mirror mine, needs re thinking. This is how…
2 votesWe have re-vamped the Offers tab to include more field that are needed for offer comparisons!
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Update interface on CDA screen
The print, download, and "X" close buttons do not function when unless screen is full. Can the 3 buttons be made to float or relocated so they still function when working in split screen or minimized screen
1 vote -
Commission tab should match what MCA sees in Winmore
Would save MCA time if Commission tab would match what is in Winmore and would save Agent Frustration as well. Thanks
1 voteOur new Transactions experience allows MCAs to see exactly what was submitted into the Commission in the new Transaction!
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Embedded TRS for Command Opportunities
The TRS is the most frequently changed/updated document as well as MC's go-to document to look for summarized deal info/changes, and realtors have expressed a desire for a more simplified system for communicating updates via the TRS. If we had an embedded TRS with required fields (like property address and completion date) that could use the data from those fields to accurately sort by completion date and allow conveyancers to search and find deals by searching for the address, it would allow us to more accurately and efficiently process and prioritize deals. This would also eliminate the problem of opportunties…
1 voteYou can now generate a Transaction Summary for Opportunities in Command! Check out our answers.kw.com article to learn more: https://answers.kw.com/hc/en-us/articles/14737284903571-Generate-a-Transaction-Summary-for-an-Opportunity
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Include Returned Notes in Opportunity Timeline
Show notes on retunred commissions in the timeline. Right now the timeline just shows 'Commission returned with a note'
3 votesThis is now available! In the timeline notification, you will see "with a comment" and then the comment listed after it! :)
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