111 results found
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Ability to edit Estimated Closed Date after an offer has been accepted
After the latest Command update, agents are no longer able to edit the Estimated Close Date in the Opportunity after an offer has been accepted. It's important that agents are able to update the closing date as that is the date we sort files for Compliance.
18 votes -
Details Side Panel in Opportunities Collapsed by Default
Having the Details side panel can be useful, but a lot of the time it needs to be collapsed to see the Opportunity fully.
There should be a toggle in Settings to set whether you want the Details side panel to be opened or closed by default when opening an Opportunity. It would be a great Quality of Life addition to this new layout.
10 votes -
Tag Types Needed for Filtering Tags
Tags are color coded but there's no way to filter the tags by their color. For example, we use green tags to differentiate client budget and purple tags to show client hobbies/interests. If we want to see all the purple tags together, there's no way to do that using the column filters or search. We have to use pre-fixes on our tags to keep groups of tag types together. Please add another filtering column in the settings/tags section for tag types?
12 votes -
4 votes
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Remove "Branch Nickname" as the name of the cobroker and referral on DAs.
The branch nickname of cobrokers and referral agents is pulling onto DAs instead of the name of the brokerage. This is causing confusion for agents, title companies and MCAs. Agents will put N/A in the branch nickname and it is printed on the DA. Please change the field where the DA is pulling the cobroker info.
11 votes -
11 votes
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Require Reason for Termination of Commission Request
Please ask the agent this question instead of us. This would be helpful so we can get the data in our market center on what is canceling and why. We do not always have the time to call and ask our agents even though we would love to.
This would also hopefully help stop them from terminating a transaction they are trying to change information on if they input something wrong.
50 votes -
Remove Opportunity Side Panel
Please remove the new Opportunity side panel and restore the layout to it's previous version prior to the 10/22/25 update. The recent change has made the system less user-friendly. The collapsible side panel that opens automatically takes up space on the right side of the screen, requiring me to close it just to access the document dropdown. The previous layout was much more efficient, with all elements visible on one page and nothing hidden.
3 votes -
Create DYNAMIC Assignments for Opportunities
Regarding Task Lists under Opportunities (both Buy and sell)
In Opportunities (Seller or Buyer) when you're making Checklists, there's the ability to make tasks assignable.
Presently the options are self, "unassigned", or specific "team members" (you must pick an individual).
I'd like to see this be dynamic: For example, as the Rainmaker, if my Buyer's Agent makes an opportunity for a Buyer, I want all the tasks they're responsible for assigned to them. The field in the task list wouldn't be assigned to an individual, but rather their role ("creator" of the opportunity), while some tasks would be static and…
4 votes -
Email notifications for due Opportunity Tasks
Receive automatic email notifications for due tasks from the Opportunity Task Checklist.
3 votes -
Button to Replicate Dual Opportunity
When you need to have a dual opportunity - it should just have a button that automatically replicate the opportunity w/o having to manually make it - it is a repetition and time-consuming
17 votes -
Enable Contract Date within Opportunity Key Dates
Please add the option to enter a contract date in the Opportunity Key Dates section without requiring an offer to be created first. I rely on the contract date to trigger tasks, and previously I was able to enter it manually. Now, the contract date only populates after an offer has been created and marked as accepted in the Offers tab, which limits workflow flexibility.
2 votes -
2 votes
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Create Custom Key Date Fields
Create a date field in Opportunities for "Cleaning Date". We would like to be able to set this date in the opportunity key dates section.
29 votes -
Go back to the original Command pain. The new window pain is not useful and just requires extra clicks to to collapse the panel.
Go back to the original Command panel. The new window pain is not useful and just requires extra clicks to to collapse the panel on Listing Opportunities. Also, the clients names do not appear under the address like they used to, which was much easier to view.
1 vote -
3 votes
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2 votes
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Task list defaults to first unchecked task
Have the task list go directly to the next unchecked task. TCs are opening the task list within opportunities and having to scroll all the way down to where their next task it. Either compress the accordion view on all sections are autoscroll to the first undone task.
4 votes -
3 votes
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7 votes
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