343 results found
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Agents Capped This Period Report in Standard Reports
Recreation of winmore Capped agents this period is a must! We celebrate our cappers monthly and without this report we have no way of pulling this data.
It would also be helpful for some sort of alert to pop up when closing the Transaction to highlight that the agent as just capped.260 votes -
Page 1 and Page 2 of DA Download in One PDF
When we download the Associate Detail (page 2 of the DA) page in the new Transactions, it opens a separate tab for each agent along with Page 1 of the DA. Can we please get it to where they download all in the same tab so we don't have to download multiple pages.
203 votesPlease explain your process for documents when delivering them to agents. Are you emailing, printing, etc.?
Would you like Page 1 plus all of the Associate Details to print together, or Page 1 plus each Associate's Details to print as separate files?
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Allow Market Centers to Require Certain Vendor Fields be Completed by Agents
If would be nice if Market Center by Market Center, we could require certain Vendor Fields (ie Title, Lender, Home Warranty) be required for Agents to fill-in.
This would help with MSA, JVs, etc. to be sure that we have clear and transparent reporting for our vendor partners and the ability to track the number of transactions we're completing with each partner.106 votes -
MC Setting for Default Cash Account for Transaction Deposits
Many MCs don't use the 1-0200 Cash account on the chart of accounts for TRansaction deposits. Currently, those MCs have to manually update the exported .txt file with the corrrect cash account to ensure those record accurately.
The fix? A setting in Administration that allows a market center to choose their own cash account for that export for easy recording in accountedge.
199 votes -
Provide a "Reject" Option for Termination Requests
There should be a "reject" options for Termination Requests. We (MCAs) understand that an undo button is probably not possible due to listing attachment. However, a reject button should be available. While this would create a delay in the agents' ability to create a new offer, if agents are following proper timeline procedures, there should be enough time between a cancelled contract and a new offer/commission being submitted to allow for an accept/reject option.
174 votesWould it be helpful to have a warning message when agents request a termination to let them know that this is only used when the contract falls apart, and that this is not meant for editing Commission Requests?
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Show Commission Split in Financials Tab
Show and allow us to edit the company dollar split
183 votesWould it be helpful to see this information when pulling the Cap Details Report? If not, what other information (if any) would you like to see, like the CO$ paid in so far?
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Top Down Report in Standard Reports
Top Down Report is needed. Critical to all MC's
179 votes -
Toggle from Transaction to Opportunity to Associate Record in One Browser Tab
Instead of having the 3 windows open to go from Transactions to Opportunity to review documents; and to go from Transactions to Associates to confirm the split /cap...the ability to toggle between the 3 applets seamlessly would be great.
160 votes -
Create a Deduction Summary Report
Create a Deduction Summary Report (MTD or YTD.) We run SEVERAL businesses within our Deductions (Transaction Coordinator, PC Coaching, Local KW Cares, etc.) This report gives us the ability to total those deductions at Month-End rather than after every deposit.
76 votes -
Allow Only MCA and AMCA to Hit Month End Close Button
Limit Month End Close to MCA & AMCA ONLY. Having the button available for anyone with MC Leader status is a HUGE risk. Please "gray out" the button for all other leadership roles.
92 votes -
Automatically Upload DA to Opportunity's Closed Documents
DAs in the new Transactions workflow should automatically upload to the Closed documents section in the related Opportunity.
105 votes -
Allow Deductions Based on Gross Commission
Currently deductions are calculated off Net Commissions. It would be helpful to have the option to have deductions, like PC fee, calculated from Gross commissions.
118 votes -
Ability to Add Vendor on the fly for both MC and Agent in Transactions
Need ability for MC leadership and Agents to be able to add a vendor on the fly in the transaction or adjustments sections rather than having to back out and add to vendor list.
58 votes -
Ability to add Comments to the DA
We utilize this area to indicate breakdown of commissions and transaction fees or concessions since it is not detailed on the CDA itself and only lists the adjusted GCI.
In addition, we would like to NOW be able to indicate if the Seller, Buyer, or combination of both are paying said commission.
Having this in the comments, rather than adding them separately after printing the pdf ensures this information stays with the CDA in the event it is revised.
56 votes -
Sub-Total Line per Associate
Production Reports (Contracts Close, Contracts Written, Listings Taken) need to subtotal by agent for all columns. We recognize for production over $1million each month, and the Winmore reports did the subtotal.
70 votes -
Attach W9 to Vendors
Ability to attach a W9 to a Vendor and a link to the opportunity would be helpful during tax season.
97 votes -
Hyperlink Transaction Numbers to Transaction in Reports
Once the report is opened, there should be a hyper link to the Transactions listed in said report.
95 votes -
Streamlined Payment Process: New CSV Summary Report for Agent Payments
To streamline the process of managing agent payments and reduce the need for manual entry, we propose creating a CSV summary report by deposit. This report should include the following details:
- Deposit Number
- Agent Name
- Address
- Agent Net Amount
- Outside Referrals
- Deductions
- To be Paid/Paid
By consolidating this information into one document, it will significantly expedite the AE entries and ACH payments. An additional benefit would be the ability to import this type of file directly into AE, bypassing the need for manual data entry.
This summary report will serve as a comprehensive reference, allowing for quick verification and processing…
85 votes -
Allow Only MCA and AMCA Roles to Edit Transactions
Everyone should not have the option to edit transactions. Only the MCA/AMCA should have access to edit Transactions.
87 votesWe are working on a permissions-based enhancement to Transactions; however, these permissions will likely be a little higher-level than editing transactions!
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Auto-Print Deposit Slip & Summary
Having to download and print the deposit slip and summary separately for each deposit takes up a lot of time. For those of us that have multiple business centers that we put on separate deposits and have to do additional separate deposits for each location for checks vs wires received, this can become a huge time suck. It would be wonderful if the reports for each deposit would either auto download in one pdf or auto print.
39 votes
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