126 results found
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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 -
Manually add listing for creating offers.
Is input being accepted about the functionality of adding offers in the new system? Having to choose one in our market center from KWmls makes a ton of extra work for us. We have agents all over the state.
AND I can't even help them by adding an exclusive listing because my only option is to have myself as the listing agent.
We used to just be able to put in an address and that was SO MUCH better!!!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.
10 votes -
Offer with a Referral Issue
I received a referral check for a deal I referred out. Command still wants me to complete the offer section with the same info as if I listed/sold the property myself to be able to get to the commission tab. Since I did not work with the clients I did not have the details of the financing or the other party. Also, since I referred the client to another KW agent I had to create a new listing in the KWLS because the one that was already in there was linked to the opportunity of the agent that lead the…
1 vote -
4 votes
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Flat Commission Amounts in Commissions
Under the old system, agents could put in a dollar amount for commissions if they wished, and Command would do the math for them. Since moving to transactions, our agents are forced to input a percentage, which doesn't always match up perfectly with the flat fee they've agreed to. They're left reaching out to leadership and asking us to change it, which takes up time and resources that previously weren't necessary.
3 votes -
Easier Assignee Adding
Ability to checkboxes for multiple names and search for a name by typing when adding assignee to an opportunity (like you can with a collaborator on a contact)
2 votes -
2 votes
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Rename Document Checklists When There are Multiple Versions
Several agents in our MC are utilizing the "Create New Version" feature in the Documents checklists in their opportunities. When creating the new version, they have the ability to name the new version to anything they desire, but there currently is not a feature allowing agents to rename the original version. Since this feature is used most often when a deal falls apart, agents are more likely to know the details of the original version before they know anything about the new version, but it is still only ever called "Under Contract". If we had the ability to change this…
3 votes -
Make Checklist Versioning More Obvious (Tool Tip)
Make versioning for Opportunity document checklists a lot more obvious. Agents and trainers don't know that this exists and are adding a new opportunity for every offer a buyer has.
5 votes -
Marketing tab for Listing Opportunity
Agent would like marketing tab for listing opportunities
3 votes -
Documentation being required to submit
Currently our Agents can create an opportunity and submit a commission request without having the proper documentation submitted.
Is there a way that we can have the disclosure agreements and contract of sale for sale transactions a requirement and the agents won't be able to submit the commission request without uploading them to the opportunity first?
For rentals we also require leases however, sometimes buildings don't provide them to the agents so maybe its best for now that we have that as optional.
1 vote -
Enhance Date Field Input Functionality for Offers
Current date fields in the offers section are not intuitive and can lead to input errors. Specifically, the fields do not recognize slashes (”/”) to move between month, day, and year segments.
Additionally, when users enter a single-digit month and key over, the system incorrectly includes the first digit of the day as part of the month. This rigid adherence to the mm/dd/yyyy format without accommodating common typing behaviors slows down the process, especially when filling out multiple commissions.
Proposed Enhancement:
…• Allow the use of slashes (”/”) to navigate between date segments. • Automatically move to the next field3 votes -
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 -
Add Property Photos to Opportunities
I think it would be great if we could house the photos for a property in Command. Not sure where this would appear but it would be great to have.
7 votes -
Make "Hide Completed Tasks" Sticky
after I hide completed tasks in an opportunity checklist and leave the opportunity, when I come back to that checklist, nothing is hidden. I would love if when I select to hide it stays hidden unless I choose otherwise. It would also be nice to have the option to default to hide completed tasks so I don't have to click it every time.
3 votes -
Internal Command Chat for Teams
They would like for the discussions to be moved away from a specific opportunity and be brought into more general terms. They would like to be able to "chat" with people on their team in different areas/applets of Command.
4 votes
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