829 results found
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Export Tasks to CSV
Since I can't always be at the computer or online, I like to keep a hard copy of tasks with me at all times. When I review it in the morning (on my commute) it helps me prepare for my day!
13 votes -
Notification for Unsent Texts via Twilio
It is really hard to keep track of texts that fail without checking each contact on your database. If we had this option, we could look into using alternatives for those contacts. There are also issues where there is no error messages on why it did not push through.
19 votes -
Add Contact Tags Column to Tasks Table
While in my Tasks page, I would like to see the Tags as an option to add in the columns. This way I have a better idea of, and can see at a glance, who the contact is, or if there are many tasks for the same group of people.
5 votes -
Sort by Contact Health Score
It would be very helpful to improve our overall Contact Health Score if we could focus on those that are in the red (0-49%). I have been unable to figure out how to sort or filter or in any way get the list of only the red contacts in order to focus on improving the data for these.
4 votes -
Allow Imported Reviews for Agent Sites (Zillow, Google)
We should be able to import our reviews from other central websites such as Google, Zillow or Facebook. Other real estate companies (such as Compass) can do this seamlessly (automatically).
12 votes -
Edit Neighborhood Nurture Steps
Many people do not check their emails, and being able to set up an auto monthly text for the Neighborhood Nurture smart plan would be huge.
9 votes -
Edit Task Notes after Completion
On occasion I enter a note and forget to include some additional details or a client returns my call immediately. Or I enter a tast on a wrong client. I then need to add another tast/action into command which adds a second entry for the day. If there was a way to edit the interaction whether it be a call, meeting, email or text task. That would be great.
3 votes -
Sticky Filters in Tasks after Opening/Editing Task
There needs to be a way to walk through tasks, such as past-due phone calls, without having to re-select the tasks icon and re-entering the filters. Currently when in a contact all you can do is return to the contact. The back arrow returns to tasks but the filters are missing.
4 votes -
Sync Spouse Information (Address, Tags, Email, Phone, etc.)
It would be great when you add a spouse to a contact for their home address to copy over to the spouse and the tags as it is double the work currently the way it is set up. Thank you!
19 votes -
Share Listing (Link for Emails, Social Posts, etc.)
I would love for a button to be added to the listings portion of this. After searching for a listing, would love to be able to share the listing to social media or email through command with the click of a button.
Would also be amazing if it would lead capture as well!
All the info is there as in MLS.
6 votes -
YouTube Paid Ads
Please add something in KW command where we can run paid campaigns on YouTube. I think the following options would maximize the benefit.
- Give the agents options to upload a list of prospective clients they would like to advertise to, or have an option for command to use the YouTube algorithm to target prospective clients.
- Provide options for the agents where viewers to skip the ad after a certain amount of time or watch the entire ad.
- Give agents the option to have the ad run prior to the video the consumer wants to watch, or if the ad will…
6 votes -
Bulk Actions (Complete, Delete, Add Assignee, Add Note, etc.)
When you have several contacts that come up for the same task, like "send an email" it would be great to select them all from the Task Bar and Bulk Send the Email.
17 votes -
Add Dashes to Phone Numbers in Opportunities
Currently numbers appear +14251239876 adding a dash (ie: +1 425-123-9876) to separate the numbers would decrease eye strain and improve readability.
4 votes -
Show Sold Properties in Neighborhood Nurture
It is very important that a client (potential seller) receives a bi-weekly neighborhood Nurture including Active, Pending and SOLD properties in order to they have an idea how is the market regarding the last sold similar properties an make a quicker decision selling their units. Only Active and Pending unit are shown. Please see attached the screenshots.
7 votes -
Send Image and Video via Text and Email SmartPlan Steps
The ability to attach photos and even videos to the twilio text messages you send through Smartplans instead of just through individual contact.
23 votes -
Allow JPEG and PNG Upload to Opportunity Documents
Our MC requires photo ID of all parties involved in the transaction. 99.9% of the time, we receive them as PHOTOS and then have to convert each one and other items from time to time into PDFs.
It adds up to a lot of wasted time, adding other document types to be uploaded would solve this. Thank you!
4 votes -
Add Option for Email/Text Notifications
It would be great to have the ability to turn on or off notifications and have the option to choose where they go. I would really like to have the option to have oportunity compliance command notifications be directed twards my emial.
7 votes -
Customize Team Activity Tracker Questions
For those of us using the Procoach accounts or even teams with newer associates, it would be extremely benifical to be able to adjust some of the questions asked on the Activity tracking form.
Rather than having "did you sign any contracts today" I would love to be able to change that for PC Agents to "How many contacts did you assing to smartplans today?"
3 votes -
Attach W9 to Outgoing Referrals
Link an agent's pre-loaded W9 to each outgoing referral they make. This is helpful from the administrative side because it would make the process of payment faster, prevent DA hold-ups while awaiting W9's to be sent, and would prevent the additional time to chase them down.
3 votes -
Neighborhood Nurture Sent Via Twilio Text
Neighborhood nurture sent via text through Twilio
14 votes
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