122 results found
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Ability to assign tasks to a Client
Ability to assign tasks to a client that shows up in the daily (or weekly) updates. For example - Seller to schedule terminate utilities. Or, Seller to provide contract to their mortgage officer. etc
2 votes -
Eliminate the pop up box when checking off a task in an opportunity
A pop up box comes up every time you check off a task in an opportunity. This box gets in the way of reading & checking off the other tasks, so you have to scroll to see the next task you want to check off. Eliminate the pop up box so that we can quickly check off the tasks that have been completed. The pop up box is not necessary. We don't need a pop up box to tell us we just completed checking off a task.
3 votes -
2 votes
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Auto-Calculate Referrals Split Between Agents on Commission
When an agent is putting a referral in, and there are multiple agents, it is not calculating under each agent, it has to be calculated manually.
9 votes -
Parties to Transaction - make address & company nickname optional fields
Under "parties to transaction", when creating a new party, it requires company nickname & address. Make this an optional field. This info is not on a contract. Because the fields are required, you can't create the new party & have to record it in notes instead.
4 votes -
2 votes
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5 votes
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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 -
Add Note while Adding Opportunity
Currently, notes can be added to an opportunity, but not during the initial creation process. It would be beneficial to have the ability to add a note at the time of setup. This would allow for quick reference when managing multiple opportunities, providing an additional way to mentally keep them organized beyond an opportunity tag.
1 vote -
Allow more than two decimal places for recurring deductions.
One of our Listing Services is FMLS. There is a per Transaction fee of .0012%. We cannot enter that because Command currently does not allow this.
This would certainly be a help to Agents, MCAs, TCs & more (with less errors & duplication of work!)
2 votes -
2 votes
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2 votes
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pre built Opportunity pipeline task with dates in a library to download like smartplan library
pre built Opportunity pipeline tasks with smart dates dates in a library to download like smartplan library.
It is very tedious to build out a task list for the entire opportunities pipeline. This would save agents a ton of time and make the opportunities pipline used more than just by TCs
1 vote -
Confetti when the Commission Tab is submitted!
Add confetti when an agent submits their commission tab. We have agent's who say they have submitted their commission tab, when they have not. This will allow us to tell them that "unless they see confetti, it hasn't been submitted!"
1 vote -
Ability to pin opportunities on dashboard - it would be a great feature to be able to pin active clients (as well as to combine active regar
The ability to pin opportunities to the dashboard. It would be a great feature to be able to see at a glance my active opportunities (further helpful to see those I'm actively working on regardless of whether they are buyer or seller). Currently I have to keep a running list in another program.
1 vote -
Prevent Missed Deadlines: Require Date Entry in Opportunities , Improve Smart Due Dates: Auto-Prompt to Enter Key Contract & Listing Info
Currently, there is no system-generated reminder or required action to enter contractual dates and listing details into an Opportunity when a listing becomes Active or moves Under Contract. This can cause Smart Due Dates in the checklist and stages to not function properly if the "Agreement Won" date or other key dates (e.g., listing agreement date, contract deadlines) are missing.
Proposed Solution:
✅ System Notification: Trigger an automatic reminder when an Opportunity moves to Active or Under Contract, prompting the agent to enter all required dates.
✅ Forced Pop-Up Prompt: Before an Opportunity moves to Active or Under Contract, require…1 vote -
2 votes
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2 votes
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Email Offers to Clients
Bring back the ability to email individual offers to clients. This was taken away in the new offers platform. I used this option on every deal and now I can't. I have always tried to keep my system the same for everyone so this being removed is a big setback for me.
5 votes -
Repeating Opportunity Stage Tasks
So we are able to create tasks linked to an opportunity and make it repeating, however we are unable to make a repeating checklist task through the Opportunity Stages & Checklists customization. It would be helpful in particular for the Cultivate phase to have a repeating follow up call task that automatically is created to keep in touch with potential future listings/buyers, rather than having to create a task for every new opportunity in the Cultivate phase.
1 vote
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