9 results found
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Vendor Roster only editable by MCAs
Would it be possible for agents to be able to select a current vendor in our roster instead of inputting new vendors every time they are needing to pay someone outside the MC? And if the vendor is not found, to request a new vendor?
We have an issue where our agents are overwriting the tax information for vendors/outside brokers in Winmore because of the information they put into Command. At the volume of agents and transactions we have, it would be best to have a solid vendor roster that the agents cannot duplicate brokerages (due to name of the…
1 voteAgents are now able to request Vendors via Command! Here is our answers.kw.com article on how to do this: https://answers.kw.com/hc/en-us/articles/14737258211219-Associate-Transaction-Vendors-With-an-Opportunity-Parties-to-the-Transaction
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More Lead Source names instead of just one to have a "Referral Tree" & hyperlink to those other clients in Command -
I currently use Contactually and want to move over, but the connections section in Contactually is vital - ie. all the others in the database that know each other go there, and all the referrals, family members, friends, and all hyperlinked. It is identified so better convo when calling them, you can remember their source and relationships.
1 vote -
1 vote
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Allow a search for agent by name without specifying a location
I want to add agents to my referral network after I have met them online or at an event. Right now I have to mess around with a location before I can find them to invite them to join my network.
1 vote -
search for referral partner by name
Hello, I often have a name of a specific agent I want to find in another part of the country, but cannot figure out how to search for them by name in order to give out a referral. As far as I can tell, this function does not exist. If it does exist, it is so obscurely hidden that it might as well not exist.
1 vote -
Search Filter by Language Spoken
Lets add a way to filter the referral results by language spoken.
1 vote -
Track Referrals from Sphere
I would love to be able to track my "Referral Trees" that is what client or friend referred who... Who are my Referral sources ( clients, friends, other realtors etc) and who did they refer. Then who did the person they referred refere etc..... the "Tree".
1 vote -
Referral Landing Page for agents/non agents -> Possible Recruiting Tool
Would love to see a referral landing page for non kw agents. Sometimes we have agents we work with who aren't kw, and it would be cool to have a link to send people to.
If they are KW, it has a login and so it will generate a referral in the system.
If they are not KW, it Puts it into the referral system as a self referral, and either adds them or updates the agent as a contact and associates the referral contact to them.
It could also have a non agent option, so if someone inputs a…
1 voteWe've created a landing page for Recruits to fill out on the Market Center Site! Check out our answers.kw.com article on it here: https://leadershipanswers.kw.com/hc/en-us/articles/19456803472659-Complete-Your-Market-Center-Marketing-Profile-and-Access-Your-MC-Website-Builder
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Referrals from our clients
need to record referrals from our clients and who the client was that referred!!! this is a huge oversight as my primary aim everyday is to get my clients to refer me and stay in close touch with my top referrers! Am I missing something? I see "relationship" or "kw agent" and a bunch of paid sources, but what about organic referrals???
1 vote
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