914 results found
-
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!
8 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 -
Ability to Route Incoming Referral Requests to Team Members
It would be great if Rainmakers can route incoming referrals to other agents on the team. Especially for married teams!
2 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).
11 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.
8 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 -
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 -
Market Center Announcements Modal at Login
Agents are busy and often miss important announcements that we email out . I'm borrowing this idea from our local MLS (HAR). Whenever there is an important announcement to be made HAR puts a pop-up announcement on the home screen. Whenever an agent logs into HAR. They have to click that the "read" the announcement or click "read later."
8 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!
15 votes -
Add "Texted" to Call Interaction Outcomes in Complete Task Modal
When prospect does not answer, I usually send a text instead of a voicemail. I bet a lot of other agents do as well.
2 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…
5 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.
12 votes -
Auto-Generate Market Analysis Presentation
Add a market analysis feature in Command. I would love to present to my sellers a branded market analysis branded with KW.
8 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.
3 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.
6 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 -
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.
21 votes -
Go to DocuSign Widget on Dashboard
As a working agent/rainmaker it would be nice to have a DocuSign Room Button as a Widget on the Command Dashboard. This will allow agents to go directly into an opportunity room and expedite the process of accessing documents.
2 votes
- Don't see your idea?