79 results found
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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.14 votes -
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…2 votes -
Finance Type
Add 'Cash' as a selectable value for 'Finance Type' in Opportunity Details. Currently, selecting 'None' results in two dashes being displayed. This can be confused with the data have potentially been omitted, rather than a clear statement of 'This Buyer intends to use cash', which is an important detail.
3 votes -
Support International Phone Numbers in Commissions for Referrals
Currently, when adding an international referral in the Commissions section, the system does not allow users to input phone numbers with international country codes. It assumes all phone numbers are in a North American format, which results in errors for agents working with international referrals. This enhancement will allow users to add international phone numbers, ensuring proper data entry and improved communication with referral agents.
5 votes -
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 -
Switch Opportunities from Team to Team, Personal, etc.
On the back end, when an agent designation changes, they shouldn't need to re-upload all their opportunities in order to be in compliance. There needs to be a way to port them over in their entirety.
12 votes -
4 votes
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Export All Opportunities List
One excel that exports all opportunites and transaction summary similar to this https://answers.kw.com/hc/en-us/articles/14737284903571-Generate-a-Transaction-Summary-for-an-Opportunity (https://answers.kw.com/hc/en-us/articles/14737284903571-Generate-a-Transaction-Summary-for-an-Opportunity)
but would like one excel with separate columns.
13 votes -
Allow Foreign Currency for Opportunity Price(s) and GCI
KWW agents want to see the currency in the Opportunities applet reflect as their country's respective currency rather than USD.
In this case, for the Philippines, they want to see it reflect as peso.
6 votes -
Require Rainmaker Approval before Document, Offer, and Commission Submission
This would be useful as it would allow the RM to oversee all deals going through their team to ensure the opportunities have the necessary team documentation correct, as well as allow the RM to ensure the offer and commission submission is correct (i.e. splits, etc...) prior to submitting it to the MC for review.
This would ideally be something the RM would have control of and be a "final check" before submitting the docs and offers to the MC for their approval by the agents on that team.
In my opinion, the best way to do this would be…
5 votes -
Multiple Checklist Template Options
Within Opportunities, could there be multiple checklist templates setup to choose from when populating the checklist for a given phase of the opportunity. For example, a new construction buyer opportunity may have a longer-timeline to it and a few different but standard steps (like a blue-tape walkthrough, or activating appliance warranties after the home is purchased). I know I would like this functionality, maybe others would as well.
7 votes -
Notify Agent When Missing Required Documents (before Closing Date)
When paperwork is missing on an Opportunity (Required Documents) and it will jeopardize a closing/payout to the Agent, it would be great if Command could automatically email the Agent 2 weeks from Closing Date and 1 week from Closing Date with a reminder to load missing documents, and to include a list of what those documents are (or allow the MC to select what reminder timelines they would like). This will save time for the MCA/Deals team with contacting the Agents manually when this happens.
8 votes -
Quick-Create Buyer Opportunity from Seller Opportunity Information
It would be helpful and save time to have a "Create buyer side transaction" button from within command to create a mirror image opportunity that switches the buyer and seller side and adds it to the pipeline.
This would be in lieu of manually creating a buyer side transaction when the listing agent has both sides of the deal personally or a team member.
8 votes -
Bulk Assign Opportunities
Currently, there is no way to bulk-assign opportunities. I would like to be able to bulk-assign opportunities to anyone on my team, especially if they have "Unlimited" team permissions.
12 votes -
Add Dashes to Phone Numbers in Opportunities
Currently numbers appear +14251239876 adding a dash (ie: +1 425-123-9876) to separate the numbers would decrease eye strain and improve readability.
5 votes -
Update Contact's Information after Opportunity is Closed (Home Anniversary, Address)
instead of having to manually enter the closing date from details to home anniversary, it should automatically go to home anniversary date field once the closing has been completed. this way would be easier for reports and smartpans than having to go back and enter each :) thanks!
31 votes -
Show Opportunity Notes in Contact Notes
This would be very help because if an opportunity is either lost, archived or closed, we will be able to see the notes that will be useful for other team members that are going into the database to call/check in.
15 votes -
Calendar integration for Opportunity Key Dates
My Operations Manager had a great idea today: Calendar view on Opportunities. (So if you're trying where everything is within a week/month timeframe, it's easier to view.) Sync with Google Calendar too.
19 votes -
Transferring Opportunities between Market Centers
We had a team transfer from another KW Market center and they brought their listings with them. They already made the opportunities and contacts at the other Market center but they are working from ours now. Could you please add a way to transfer opportunities between Market Centers? For all of the associate transfers within KW.
6 votes
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