137 results found
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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.
38 votes -
4 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.
24 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
10 votes -
Update contingency fields
The new contingencies feature becomes non-accessible once the Commission Tab is pulled in by the MC. This results in agents receiving contingency emails, even for an opportunity that has closed with a closed commission status.
20 votes -
6 votes
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Down Payment Calculations
In Offers & Commissions, in the Terms & Dates section, it asks for the Sale Price and then it asks for Cash amount. I have to use my phone to calculate based on the % entered on the purchase contract. I'd like to simply enter the % and have it auto-calculate the Cash amount based on the Sale Price.
Conversely, it requests Earnest Percentage (which we don't use). If I enter the Earnest Amount, it will then calculate the Earnest Percentage automatically, which is what I want the Cash field to do!
4 votes -
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.
3 votes -
Tie close date fields in Details and Commissions together
Tie the Close Date field of the opportunity details section to the Close Date field in Transactions (Commissions) together. When an associate updates the Close Date in the Opportunity Detail screen and there is a Open/Submitted/Approved commission in Offers it would be great if the associate is asked if they would also like to update the Close Date of the Offer (if different). Also, if the associate submits an commission with a Close Date that does not match the Close Date in the Opportunity Details the system would ask if if the date should be updated to match.
4 votes -
Grant Team Rainmakers access to view their team members’ cap status.
Previously, agents could view an agent’s cap status when adding them to a commission request. This functionality is no longer available. Team Rainmakers would like access to their team members’ cap status restored in order to accurately project income and expenses, acknowledge capping achievements, and celebrate important milestones.
3 votes -
Add a filter to list Opportunities of Assigned agents that left a team
In the new All Opportunities tab, we lost the ability to filter Opps for agents that left the team. It would be essential to have a filter that would display those Opportunities as well as the assigned agents who left the team.
9 votes -
2 votes
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Unable to highlight under my compliance page
I would appreciate it if you could restore my compliance page.
I'm having difficulty working effectively since I'm unable to copy and paste from this page. Please undo the changes so that the text can be highlighted.
2 votes -
Remove either Command settings client update feature OR specific opportunity client update as one can override the other
One can override the other and makes it confusing so just leave one
2 votes -
2 votes
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2 votes
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Add Totals to All Opportunities
There should be totals for Units, Volume, and Commission in All Opportunities.
When agents use Filters and create Smart Views, they are often expecting to see totals for those fields at the bottom of the list to get a sense of where their production is at YTD, last year, or what's Active or Under Contract, etc.
Agents have not been able to gain the insights they want in the Reports applet.
3 votes -
create a commission statement within commission/offers
create a tab in the offers and Commission section for agents to plug in Commission statement details and allow to be saved as pdf or uploaded to mc
2 votes -
Enhance Efficiency with Bulk SmartPlan Assignment in KW Command
It would be incredibly useful to have a feature that allows users to bulk assign SmartPlans to opportunities based on their opportunity stage. This would streamline follow-ups, automate client communication, and ensure consistent outreach without the need for manual entry. Bulk Editing Capabilities: Allow users to select multiple opportunities at once and apply or modify SmartPlans.
3 votes -
Limit team member access to ensure they cannot alter the opportunity pipeline stages or checklists.
At the moment, team members regardless of permission level can make edits to team stages and checklists. This access should be limited to certain permission levels.
2 votes
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