126 results found
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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 -
Make "Closed Date" in Opportunity Details Typeable
When going back and closing opportunities that closed previously but were not moved to the closed phase, the way to set the closed date is only to cycle by month until you find the date, and if it's from past years, the popup calendar doesn't state what year you're in. (Example; was closing out an agents files from 2020 and had to scroll through 28 pages of the months to find the correct one, but had no indication of what year I was grabbing from)
3 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 -
Allow Guest Users to Access Opportunity Discussions
Currently, a Guest Admin cannot participate in Opportunity Discussions, since Guest Admins sometimes fill multiple roles in support of a transaction this would be a key feature for larger teams to take advantage fo this feature.
4 votes -
Tag Team Members in Opportunity Discussions
It would be helpful to be able to tag people not included in the particular opportunity such as VAs and cooperating agents so we can notify others of things they need to do.
For example:
If an admin is the one that submits the paperwork and is the point of contact, we want them to get the notification. However, we can only do that right now if they are in command and the rainmaker uses the team opportunity and assigns the admin to the opportunity.
Another example is Agent 1 submits the file as the listing agent and Agent 2…
4 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 -
Filters for Opportunities (Date Range, Status, Compliance Status, Submitted Date, etc.)
It would be helpful to be able to pull reports of opportunities with a date range and status option. Many times, we have wanted to see the transaction type, where each transaction is; cultivate, appointment, closed etc and include the contact details. Also, it would be great to have the report csv exportable.
4 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 -
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.
6 votes -
Make Pencil Icon More Visible
The little edit pen in Details is hard to see. Please make it more visible or create an edit button instead.
4 votes -
Google Drive Integration with Opportunity Documents
This option would save time when uploading documents to Command. In the same way we have access to "DocuSign" and "My Computer." Direct access to Google Drive would make a smooth transfer of documents.
7 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.
4 votes -
Allow JPEG and PNG Upload to Opportunity Documents
Our MC requires photo ID of all parties involved in the transaction. 99.9% of the time, we receive them as PHOTOS and then have to convert each one and other items from time to time into PDFs.
It adds up to a lot of wasted time, adding other document types to be uploaded would solve this. Thank you!
4 votes
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