783 results found
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Agents can Download their DA's
No matter which side of the transaction they are on, allow agents to download their own DA's from opportunities.
If the agent is on a team, allow the rainmaker to control what data a team members sees when they download their own DA.
1 vote -
commission tracking
Pull a report together for forecasting and GCI by the agent using a source of Probable GCI and using commission from the offers and commission tab once the opportunity has moved to the Under Contract phase. Drill this down to the agent level if on a team. You can add a split line in the opportunity breakdown when creating to trigger the correct commissions by the agent if on a team.
1 vote -
Allow Foreign Currency for Opportunity Price(s) and GCI
KWW agents want to see the currency in the Opportunities applet reflect as their country's respective currency rather than USD.
In this case, for the Philippines, they want to see it reflect as peso.
6 votes -
Email Reports for Individual SmartPlans
Being able to run a report for each smart plan email that is sent to see who un-subscribing from what plan, or who has opened each email. We are sending multiple emails for different plans, and it would be nice to be able to pull a report for each smart plan email that was sent within a particular smart plan!
19 votes -
3 votes
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LLC on DA
On the DA it lists an agents name , not their LLC Name (like we had in Winmore).
Agents created these LLC's to be paid to and Title will cut the check to what is listed on the DA. Please change the name in the DA to the LLC Name so the checks from title are written correctly.2 votes -
Google Ads for KW Emails
At current, it seems that KW emails do not have access to Google Ads. I believe that this access would be beneficial for agents, as it would allow another avenue for advertising. I suggest that this option become available through one's KW email.
1 vote -
Include Address in Home Valuation's Contact Timeline Notification
when a contact signs up on your website for a free home valuation they are automatically entered into our crm. The property address they entered doesn't get added to the contact. Can this be added automatically so we don't have to go back in and update or forget?
3 votes -
Immediate Need to Resolve URL Pre-Approval Requirement
I am reaching out to express my serious concern regarding the new requirement to pre-approve URLs in all emails and texts. While I understand the importance of ensuring system security and preventing phishing, requiring us to manually pre-approve URLs in every communication is an impractical and unsustainable approach. This workaround is, frankly, a disruption to our business processes and an unreasonable expectation for users in the long term.
The need for security is essential, but this measure places an undue burden on us that hinders productivity and undermines our ability to use the CRM effectively. We expect our CRM provider…
1 vote -
Enhanced Sorting Functionality in Customized Columns on Contacts
I wanted to share some feedback regarding the sorting functionality in Contacts, specifically related to customized columns.
In our workflow, we use a custom field to track some particular data for our contacts. However, I noticed that custom fields do not support sorting as we add them into the customize columns, unlike the built-in columns like "last contacted", "primary email/phone", which automatically allow sorting by clicking on the column header. I experimented with various custom field types (Text Field, Date, Number, etc.), but none enabled sorting.
Implementing a sorting feature for custom fields, particularly for date-related entries, would streamline data…
1 vote -
updating checklists
Updating a Current Checklist with new items - Currently cannot save a new task item into a checklist.
1 voteCan you give me a little more detail about what you are trying to do? Feel free to email me at matthew.wilburn@kw.com
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Remove Trigger: Lead Claimed by Agent
agent would like to trigger the smartplan until the lead has been claimed.
4 votes -
Search by Contact Name in Email Campaigns Report
When looking at the results of an email campaign, they are listed in no particular order and there is no way to sort or search the results. If an agent needs to search to see if a Contact either received or opened an email, one must scroll through the entire list and manually search. Not time efficient and there is no reason it should be so time intensive to search for results for a contact. Timeline does not include the email nor any indication if opened. This should be basic functionality, not a feature request.
6 votes -
Create Paid Ad for "Private" Listing
Need the ability to run an ad to find buyer leads for a private listing while we are prepping the listing to go live in the Public MLS system.
6 votes -
Commercial Branded Agent Sites
The default website / landing pages are geared toward residential real estate. Commercial brokers need professional website representation, as well.
6 votes -
Allow Upload for Mailing Labels to Direct Mail Campaigns
Currently, our Direct Mail Campaigns don't merge spouses when sending postcards, meaning each individual contact is sent a postcard, which significantly increases costs for larger mailings. We should have the ability to upload our own mailing labels (which we can create and have linked spouses merged onto one label) so that multiple postcards aren't sent to the same address.
6 votes -
Include Email Template Designs in Opportunities
I like to send certain emails to my clients at different stages of the transaction including "Congratulations, you're under contract" with a list of dates, next steps, and explanations as soon as an offer is accepted. Then another email after the option period, reminders, etc. I have these saved in my gmail as a template now, but would love to see the ability to send the template (saved in command/opportunities) pull the key dates, property address, and client names when filling the email templates.
6 votes -
Allow for Extensions in Phone Number Field(s)
Maybe this is there somewhere and I missed it, but I'm entering a new contact in Command and trying to put in the person's extension at their work phone number and don't see where to do this.
4 votes -
Additional Filters for Saved Search (Lot Size, Stories, 55+ Communities, Property Size, Condo Name, Manufactured, etc.)
single level, lot size, county search(rather than just the city), type of property
42 votes -
Buyer/Seller Information sheets
It would be nice to attach the information sheets that contacts fill out to their contact card within command. The reason is then you would not have to keep the paper and still have it attached to the person directly and in one system so that you could open the attachment to reference rather than having to find a hard copy of paperwork that they filled out at either a buy or sell consult when they signed contract.
1 vote
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