113 results found
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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.
9 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 -
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 -
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.
12 votes -
Offers and Commissions
With so many teams and different pay structures for those team members, it would be nice to have the ability as a team owner to input each agents split, and for the math to show it how I pay them out. IE: if I have an agent on a 70% split and another on an 80% but they are each paying 5k toward the team cap, the system would track and show the cap and automatically change the commission to the new rate after they hit their cap. I can not see anything in command to see where my team…
1 vote -
Do Not Require Commission Rate at Opportunity Creation
When I'm starting an opportunity, don't make the commission rate required. On listings, the value hasn't been established, and with buyers we don't have a budget yet.
Stop making do irrelevant work before I need to
6 votes -
Agents can Download their DA's
No matter which side of the transaction they are on, allow agents to download their own DA's from opportunities.
If the agent is on a team, allow the rainmaker to control what data a team members sees when they download their own DA.
1 vote -
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 -
3 votes
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Include Email Template Designs in Opportunities
I like to send certain emails to my clients at different stages of the transaction including "Congratulations, you're under contract" with a list of dates, next steps, and explanations as soon as an offer is accepted. Then another email after the option period, reminders, etc. I have these saved in my gmail as a template now, but would love to see the ability to send the template (saved in command/opportunities) pull the key dates, property address, and client names when filling the email templates.
6 votes -
Print Opportunity Timeline Tab
I would like the ability to print the timeline tab of an opportunity. This allows me to see all of the logged activities in one sheet to my agents instead of sending them multiple screenshots.
5 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.
6 votes
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