830 results found
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Email Notification if SmartPlan Sent to Invalid Email Address
If a smart plan error occurs because of invalid email address and/or merge fields are missing, notification to be sent via email to the agent
2 votes -
User-Friendly Mass Emails to Leads with Pictures
A drag and drop feature should be included. I think design should be removed. A easy click feature should be included to produce mass emails with pictures to leads/clients.
2 votes -
Select Tag(s) NOT to Send Email Campaigns
Please let us filter by tags that we do NOT want to select or send a campaign to
2 votes -
Add New Email Design Templates
Hi! Please provide new Email Design Templates to attract sellers. The current design templates are 2 years old. We, agents, need marketing email designs that support current market conditions, and provide more options in general. This would help me to use Command to support the MREA's suggestion of 33 touchpoints to convert, instead of using outside sources.
2 votes -
Add Co-Op Agent to Parties to the Transaction
It would be helpful to be able to add the other agent on the other side. The current co-broker tab requires tax id info. I am only needing to add name, brokerage, email and phone in the parties to the transaction section.
15 votes -
Create Saved Search When Open House Form is Completed
With the new website open house landing page it would be great if a prospect signed up on that page during the open house and not have to go to the agent site or consumer app in order for the saved search capability to work. If I understand it, currently, if the prospect was looking in a specific school district or neighborhood etc. they would have to signup not just on the open house page but also use one of the other areas. Would it be possible to get this capability? I plan to notify the prospect of new properties…
5 votes -
Access Opportunity Documents in Command Mobile
There doesn't seem to be a way to access my documents for a transaction in Command App mobile version. Is there a way to add that feature sooner than later? There is a Detail, Tasks, and Notes in the opportunity. That would be a great location to add access to docs.
12 votes -
Filter by Contact Lead Source(s)
When we filter on Lead Source it only has the sources and not the contacts the lead came from. I want to know how many people a contact has sent to me as a lead. Right now I can only put in referral, but there is no good way to keep track of exactly who is sending the leads.
7 votes -
Allow Multiple License Numbers in Marketing Profile
For agents that have their license in multiple states, it would be great to have section to where you can add your license number in a seperate section instead of on the same line.
4 votes -
Filter by Saved Search
Have a filter that shows any/all contacts that have a saved search (similar showing who has a neighborhood).
5 votes -
Customize Consumer App Download URL
It would be more professional for our print material ie. pre-listing packet and buyers packet if the url was custom example: app.kw.com/stacysomers vs. app.kw.com/KW2UWJU8A
10 votes -
Remove Agents from Referral Network at Offboarding
We have agents that have moved into the referral group and are showing up in the Active Referral Pattern. They are not allowed to practice real estate so it makes sense to be able to remove them and from our end.
4 votes -
Send Received Referral information to Contacts
The Referrals Portal would be more valuable if:
- The contact information went directly to the CRM portion of Command with the opportunity to apply SmartPlans, tags to keep in touch as well as areas served.
- Both KW and out-of-brokerage agents could be added.
- Once the referral is accepted, an Opportunity is created.
7 votes -
Allow Social Media Hyperlinks in Designs
It would be nice to have social media links either in the footer tab on designs or be able to ad them as a content tab to give more personalization to the design to draw clients to social pages.
6 votes -
Automated Activity Tracking and Reporting
Command should be able to automatically track activity and outreach to our DB's.
This should be broken down by automated outreach (smartplans) and manual outreach (typically driven by tasks, calls, emails, texts or appointments).
This information is already being captured in each contacts timeline.
It would be helpful to add contact reason and contact outcome for each task or activity type ie for reason it could be cold outreach, DB follow up, Lead follow up, Client update, listing appointment, buyer appointment, etc. There may be different reasons for different activity types.
Then outcomes may look something like no answer, wrong…
14 votes -
Add Mailing Label Name Field
Could be used for exporting mailing labels AND sending post cards to our database. Currently we must choose one person so as not to send two cards.
3 votes -
Export Selected Contacts (by Filter or SmartView)
It would be great if we could export any list of contacts that we are able to filter and create SmartViews around. This is good for handing off lists of people if necessary for various reasons.
5 votes -
Hold SmartPlan Start Until Lead is Claimed
When a lead is captured and comes into Command for teams it is owned by the Rainmaker. A smartplan then triggers immediately to start. Even if the lead routing is on round robin, and the lead gets assigned to a team agent, the smartplan initiates before the lead gets assigned... giving the initial smarplan tasks to the rainmaker instead of the team agent!
4 votes -
Assign SmartPlan Task Steps to Specific Team Member
It would be nice if some tasks could automatically be set up for the admin team to do. Currently only assignee or rainmaker are options.
21 votes -
Add Comments for Missing Documents in Opportunities
From Command MC reference Compliance, when a document is rejected I am able to comment to the agent what is wrong with the document, but when I am returning the opportunity to the agent because a document is completely missing I am not able to make a comment to that agent letting them know what I need to make compliance correct, therefore agents are overlooking the opportunity completely.
3 votes
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