146 results found
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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 -
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 -
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 -
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 -
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 -
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.
6 votes -
Pre-Load Address from Contact on Opportunity KWLS Modal
When entering an opportunity for a listing, there should be a dropdown box with the sellers address which is pulled from the contact. There should also be the option to enter it manually if needed.
2 votes -
Add Additional Lease Pipeline (Split Landlord and Tenant)
Current opportunity shows <Listings> / <Buyers> / <Leases>. The third classification requires further selection of <Tenant> or <Landlord>. That is non-intuitive and confusing if <Landlord> is needed. Changing the main classification for leases to parallel that for sales elminates the problem.
2 votes -
Add More Than One Document to Checklist Item (without Merging)
I usually have to merge multiple PDFs into one file in order to upload it. I would love the ability to add multiple attachments to any category without having to make it into a single PDF
4 votesCould you please tell us more about where you are uploading multiple documents? That will help us to prioritize this and alert the correct team.
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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.
3 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 -
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!
25 votes -
Connect Existing DocuSign Room to Opportunity
When working with buyers, we usually need documents signed (e.g. state disclosure, Buyer Agency agreement, etc.) BEFORE an opportunity is needed. So the Docusign room often precedes the Opportunity. It would be very useful to be able to connect an existing Docusign room to a new opportunity.
5 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.
13 votes -
Calendar View 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.
15 votes -
Dual Agent Type Opportunities (Both Sides)
When accepting a COMMISSION submitted by an agent there should be a pop up asking the MCA if there is ANOTHER OPPORTUNITY to link to this COMMISSION so we only have to create ONE DA for a KW double sided transaction!
10 votes -
Allow $ and % for Seller Costs in Offers
For Seller Closing Costs under Seller Worksheet, it would be really beneficial to select between % (percentage) and $ (fixed dollar amount). Thank you.
6 votes
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