61 results found
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"Total Units" field on "Create Commission" tab needs more clarity
The "Total Units" field on the commission tab sits under the property information. This is confusing to agents as when agents think of "Units" they think of apartments not sales. So agents are putting 3 units for a 3 Family Home. This needs increased clarity on what belongs there, and should default to 1.
19 votes -
Adding more than 2 clients to a single opportunity
We often time have more than just 2 clients selling a home. I have personally had up to 5 and they all used different contact information. It would be very beneficial to have the ability to add more than two clients to a single opportunity.
23 votesThis feature is released in the new Transactions experience (post winmore)
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Repeating items on checklists within opportunities
Within opportunity checklists: having the ability to repeat the task just as it is starting from the task tab. When an opportunity is moved to a new stage, the repeating items either have a pop-up to complete, archive, or delete.
5 votesWe are excited to announce that you are now able to set up repeating opportunities tasks. If you are doing this from the tasks page, you can edit the task and set to repeating. Check out this article for step by step instructions!
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Fix the Offers and Commissions tab in Opportunities so that I can add my listing so I can enter the comission
Fix the KWLS system so that we may enter our listings into Command under the Offers and Commissions Tab and Accept an offer so that we can enter the commission information in order to get paid.
1 voteHello! You are now able to add listings when creating an offer.
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Automatically assign agent to checklist in opportunity
Right now, when creating a checklist for the team you must assign the task to one of the teammates specifically. However, we have multiple agents that utilize these checklists. If we could assign the tasks to the agent assigned to the deal that would be helpful. This would ensure that the tasks are being assigned to the correct agent.
2 votes -
Simplify Commissions Workflow
Thinking this is a little thing with a big impact - When an agent submits a commission and needs to add a referral fee, bonus, or deduction. It would be great if the Extra payment option to add these items was on the main screen of the commissions towards the top. Right now there is some confusion as to how to find it through multiple clicks and scrolling. Thank you.
1 voteWe now have a new and improved Opportunity Commission workflow!
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I would like to be able to update "parties to the transaction" area in opportunities.
I had 2 transactions fall through on my listing. I have a 3rd in place but I cannot remove the original parties to the transaction or even update them. New buyer has new lender, inspector, etc but can't change from the original. It looks like that's the only section that cannot be updated.
1 voteYou should be able to remove Parties to the Transaction by following the process outlined in our answers.kw.com article here: https://answers.kw.com/hc/en-us/articles/14737258211219-Associate-Transaction-Vendors-With-an-Opportunity-Parties-to-the-Transaction#:~:text=View%20Vendor%20Details,in%20the%20details.
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Permanent placement of Compliance Worker's Handle on Opportunities
Compliance workers will leave a note next to a document and reject the document. Agents can't respond because they don't know the worker's handle. They have to @their MCA to get a response. I used to be the Compliance Manager for my office and recently had to wait until transmital was over to get a contract approved. The compliance worker wanted me to choose one of the boxes in Section 31 of our contract. The trouble was that section did not apply to this house. Had I known the compliance person's handle, I could have had it resolved with a…
1 voteIn the Opportunities Timeline, you can now see who viewed and approved/rejected any documents! This will make it easier to @ mention anyone for additional information.
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Add Acreage to Offers and Transactions
A lot or acreage listing that does not have a street number cannot be entered into Offers & Commissions. i.e. Lot 3, Countyline Road, City, State, or 0 Toney School Road, City, State, or 3 acres, Red Robin Rd, City, State. To have accurate reports all transactions need to be accounted for.
1 voteHi there! You can create a custom address in Offers and Commissions. Just type into the Address field and once the system recognizes there is text in the field you will have an option to create from there! :)
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KWLS search for commissions
Since KW is requiring agents to link the property an opportunity is for to KWLS search, please update the logic to show properties closest to where I do business
1 voteYou can now sort KWLS listings when selecting for Opportunities by my Market Center so that you can see listings closer to you!
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Automatically Create Tasks with Key Dates
When the key dates are filled out in the Opportunity, it would be great if an automatic task was created that says "Inspection Due" (or whatever that topic is) that is assigned. There would be an option similar to checklists on who would be assigned those tasks.
5 votesThis has been released to both desktop and mobile! You can now create a Smart Due Date that is attached to an Opportunity Key Date. Check out our answers.kw.com article to learn more: https://answers.kw.com/hc/en-us/articles/32871845662483-Add-a-Smart-Due-Date-to-an-Opportunity-Task-Using-the-Command-App
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Advanced Filters in All Opportunities
I think that there is a great need to add advanced search features to the Opportunities. There are many opportunities belonging to one client and I log them into Opportunities. But I need to filter these opportunities by tags. It would be very helpful if we could do this in the same way as Contacts.
3 votes -
Closed transaction totals
Show transaction summary in a Total Calculation line.
Add on All Opportunities a summary line calculating the totals of transactions and amounts.
1 voteOur Transaction Summary totals all of your commissions! Check out this article to learn more: https://answers.kw.com/hc/en-us/articles/14737284903571-Generate-a-Transaction-Summary-for-an-Opportunity
Additionally, the Goals report in the Reports applet will show all of your transaction amount totals!
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Merge Pipeline checklist tasks into the general Tasks list
It would be very usefull if the pipeline checklist tasks with due dates assigned were included in the Tasks List. So all the days' tasks are in one spot, and you don't have to open each opportunity separately to see what is due for the day on that opportunity.
1 voteOpportunity Checklist Tasks are included in the Tasks applet!
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Include "Seller Contributions" in Offer Comparison
The compare offer feature in the Offer & Commissions tab is missing a critical piece, it does not include the seller contributions.
1 voteThere are now "Seller Costs" available in the Offer input process! They are in Part 3, Terms. :)
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Edit the split document drop down feature to allow typing name of form so it pops up vs. scrolling
When splitting documents on the drop down allow to type in the form you are looking for such as RPA vs having to scroll to find....
1 voteThis is available in the document splitter! Hooray!
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Key Information
When you update the status in the Key Information box to Under Contract and put the contract date and estimated closed date, those dates transfer into the Offer Details when creating the Commissions tab.
1 voteThis has been added! Once you add a Contract and Closed Date to the Opportunity Details, they will transfer to the Commission Request as well!
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Opportunities - Lease
This is a suggestion - we are a listing oriented company. I would prefer to have the rental section default to Landlord instead of Tenant in the Type field.
1 voteWhen creating Opportunities, Type now includes Landlord and Tenant in the dropdown so that you can easily choose which you'd like to create!
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Auto-Assign Opportunity Checklist Tasks to Team Members
Having the option to have opportunity tasks auto assign to a team member or team admin. Right now we run into the issue where the opportunity tasks are sitting unassigned in the team tasks.
2 votesThis is now available via Opportunity Checklists and choosing an Assignee!
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Agent Only Opportunity Checklist Notification
We already have the ability to send emails that tasks are completed. As a rainmaker it would be nice to have agent only seen tasks that have been completed as we do not always want our clients to see all the tasks that have been done.
1 voteYou can now select each individual Task in a Checklist to be included in the Client Update email!
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