137 results found
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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 -
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.
5 votes -
[Command MC] Request to have more conditioned text characters or have a visible characters limit warning in compliance checklist.
When trying to update compliance checklist docs through Command MC, there is a limit to the number of characters that can be included in the "Condition" text box. It would be great to have that limit extended of a prompt that shows what is the character limit.
2 votes -
Opportunity Stage Change Smart Due Date
Add the option of a Smart Due Date for Opportunity movement through the pipeline. When I move an opportunity from Watch to Nurture (for example), I want to be able to set up my checklist so the tasks fire of X days after the opportunity enters the stage.
1 vote -
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 -
3 votes
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2 votes
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Info Goes Away when you back out of the opportunity back to address search...
When looking for opportunities, for example, 'All Opportunities', it takes you to the search area where you can search the address. When you type in the address, the opportunity comes up which is great. However when you are in the opportunity and click 'back' in the browser to take you back to the searched addresses, it's completely gone back to the default search area. This is super inefficient and it would be great to go back to what I had pulled up to keep it organized instead of redoing my search again.
1 vote -
Auto-Populate Tax Data to DocuSign Rooms
Right now I have to create a room outside of command in order to pull tax information. This should also be included when I create a room from command.
4 votes -
The ability to filter by our teams assignees in opportunities
Team Rainmakers/Admins would benefit from being able to filter through our opportunities by "Assignee". Right now you can only filter by owner or tag. On teams the "owner" will always be the Rain Maker. Making an assignee option to filter through would be extremely helpful for teams with 3 or agents or teams that have a high volume of units.
1 vote -
Opportunities API Access w/ 2 way sync
I use third party software to display information from multiple databases into Airtable as a web app for my team. I would like to also bring data from Opportunities into the teams app and be able to make changes in my app that will sync back to Opportunities in Command.
This would allow Teams to use another lead aggregator, like GoHighLevel or Brevity, that includes Pipeline data syncing into Command.
1 vote -
Change the wording from "Offers & Commissions" to "Offers & Compensations"
Since the NAR lawsuit, it would be nice to see the wording change on the Offers & Commissions tab change to Offers & Compensations since the real estate industry wants us to now call commissions compensations. That was KW is in line with everyone else and this doesn't confuse anyone.
1 vote -
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.
5 votes -
Autofill MLS ID, License Number, and Brokerage License Number to DocuSign Fields
As a broker at a previous firm, Dotloop was much easier to use than Docusign. It allowed me to autopopulate my MLS ID, brokerage license # and my license # in every contract, saving me time from having to look up the brokerage license number and typing it in manually every time. I was shocked with the number of agents KW has that this functionality is not there.
9 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.
7 votes -
Auto-Fill Broker Information from DocuSign Details to DocuSign Forms
Our state has forms that require the broker information the be filled in, but even when we enter the broker information in DocuSign details, the information does not populate into DocuSign forms.
5 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.
10 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.
4 votes -
Remove Document Name Requirement During Split and Attach
When using Split & Attach PDF, we are required to name the document even though we are also selecting the document name from the pick list...WHY? Why is it necessary to essentially name the document twice? The manual document name doesn't even show up. What is the point?
3 votes
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