875 results found
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Legal Name and Contact General Name
Use legal name field for contact for dotloop integration and docusign instead of the general name field. The general contact name field at this time has to be the clients "legal name" in order for it to carry over as the signatory name but is too formal in most cases when using smart plans or campaigns.
John Doe - Contact name (becomes signatory name for documents)
Jonathan Doe - Legal name (does nothing) - so Jonathan Doe needs to be the contact name - but then sounds too formal in smart plans and campaigns etc1 vote -
Link shortener & QR code generator for website
When building out the websites in Expert Mode, if we create a single property website page, it will generate a link that we can use in social media or emails to direct clicks to that site. If we had a way to generate a QR code or even have a branded one-click to shorten the long link address, that would be amazing!
3 votes -
Option for PO Box for Mailing Address
Allow for PO Box instead of requiring a physical address
2 votes -
Show the actual contract type/stage in bckpnl, MANAGE LISTINGS area.
When listing within the bckpnl (KW WorldWide only I think) listing site, when a listing is on FOR SALE or FOR RENT it shows but it would be nice to see RENTED or SOLD or UNDER CONTRACT when in the list of MANAGE PROPERTIES.
1 vote -
Filter by Name
I wish we could filter by First or Last Name: starts with, ends with, is empty. As of now the only way to accomplish something close to this is by sorting by first or last name. We are starting DTD2 with our group where we need last name letters, and our workaround for now is tagging each person with the letter of their last name to then build filters and SmartViews around those tags. This is quite the chore in a database of 17K+ contacts. And then finding those without a last name tag requires building an advanced filter SmartView…
4 votes -
Add secondary email address in a recipient email list for email campaigns.
Add secondary email address in a recipient email list for email campaigns.
6 votes -
Preferred Partners
We would like in the Preferred Partners section:
• More categories to include other and Real Estate Schools.
• Ability to create our own catagory
• Ability to change the order of the partners. Currently, it is in the order entered.7 votes -
Exclude rental referral data from Average Deal Size calculation in Referral profile
The associate does not want rental numbers included in their average deal sized for their referral profile.
2 votes -
Update all forms fields to allow for FOUR buyers to match same quantity as contracts
Update all forms fields to allow for FOUR buyers , versus two that we now have, to match same quantity as contracts. When completing forms in DocuSign the fields don't match the amount of buyers. Also the contact information can't be linked back to command. This prevents the proper history being updated.
It's just too much unnecessary manual work when we already have a system created to do just that.
Adding TWO additional blocks to add Buyers will improve accuracy, time, transaction history and allow for clean process.
1 vote -
Import the new signed documents from Loop into the Loop that has already been imported in Command
When a loop is imported into command, all forms within the loop are placed into a custom folder. However, If forms are added to a loop after it has been imported into Command, those new forms will not be automatically included in the original custom folder. We would like the forms that were added to the loop after the import to automatically get added to the existing custom folder.
2 votes -
client updates
It will be helpfull to be able to edit how often de client updates are send, and also be able to add for example how many views or visits the leasing have had in for example the last month, show the results to our clients and not the tasks that we have done.
3 votes -
Twilio Texts from Team Contacts to Register as Duplicate (Do Not Create Personal Contact)
Recently, I submitted a support ticket on this issue where contacts in my team account are directly texting me a question to my twilio number (because I had them save it as a direct form of contact), and it is creating a new contact in my personal command with the phone # as the name. Then, I have to go search the phone # in my team account to see who it is. I have to copy/paste the text I received from them into a timeline note, and then text them back from the team account to keep it in…
11 votes -
Assigning Assignees to Tasks
When creating tasks under stages in Opportunities- We should have the ability to assign the person who create the opportunity as the selected signee instead of having to manually assign the tasks as they come up.
1 vote -
View Twilio text message conversation with all previous messages in the thread
When responding to a text message using Twilio, it would be helpful to be able to see the previous messages in the thread, similar to how you respond to a traditionally text message thread on your smart phone.
Currently the window to compose a Twilio message doesn't show any of the previous text messages in the conversation. Adding the ability to view previous messages in the compose window would be helpful.
4 votes -
Show Expiration Date on Compliance Request Cards
It would be extremely helpful if our opportunity dashboard for compliance requests included the expiration date of a listing agreement or buyer representation agreement. We just went through the very tedious process of archiving over a thousand opportunities from the compliance dashboard, many of which were listings that did not sell or buyers that did not buy. The only way to do this was to open each opportunity and re-open the documents. We have a submission date and an est. closing date....can we get an expiration date added so we can archive expired opportunities faster?
10 votes -
Add Contact City Name to Merge Fields pick list in Designs
For customization in emailed designs, the property address TOWN would be a real useful field as a merge item. I assume it would be |ContactCity| or something to that point.
Should be easy to add to the pick list, as well.
It would facilitate emails like "Hello |ContactFirstName|, here's the latest real estate newsletter for |ContactCity| :"
1 vote -
Add business card into contacts
Agent wants to have a label or any space in the contacts to add a business card, this to be able to identify and read the business card more easily inside command > contacts
5 votes -
forward emails I have with clients/vendors to save as "notes" on a contact or on an opportunit
forward emails I have with clients/vendors to save as "notes" on a contact or on an opportunit
2 votes -
Change, Delete, Archive Sent/Received Referrals
I want to be able to archive, change, or delete referrals that I receive or send. Sometimes, the receiving agent leaves KW and does not close a referral after the closing, or the client chooses another option. Being able to clean up my referral page will be most helpful. It causes anxiety for me to see all of the referrals that are either closed, expired, or should just be updated and deleted.
12 votes -
2 votes
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