56 results found
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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.
221 votesHi all! Thanks for all of your wonderful feedback so far. The engineering team is considering this idea for implementation, however, we are unsure if this would be the right choice for every Market Center.
Would it be helpful to be able to choose whether to automatically print the DA after moving a Transaction to the Closed status? We want to save clicks, and want to make sure we choose the best option for all MCs when implementing a feature for efficiency.
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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.118 votes -
Enhanced Notification for Agent Capping Events
We would love to see a more prominent notification in the platform when processing a transaction that causes an associate to cap. Right now, this important milestone can be easy to miss, and a clearer alert would ensure we can recognize and celebrate with the agent in real time.
A pop-up notification would be ideal, similar to how KW Command displays confetti when a new agent signs up. Even a celebratory animation, banner, or any type of visual cue would be phenomenal. This enhancement would help us deliver a more engaging and supportive experience for our associates while also reinforcing…
8 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.
187 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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Commission Tab Notes Notifications
We would love Command Notifications to be dispatched to the MCA/AMCA whenever a note is appended to a newly submitted commission tab. The current functionality entails users manually reviewing the notes tab for each commission tab submitted, which is not an integral part of the workflow for processing a commission tab.
8 votes -
Update/Change Commission Split in Transaction
Show and allow us to edit the company dollar split
191 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.
126 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.
72 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.
69 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.
121 votes -
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.
51 votes -
Make Key Metrics Report Printable
Key Metrics and the KWRI Invoice in Transactions -> Month End Close should be able to be seen after transmittal. Why do we have to take a screenshot every month? Can we make it as a report or be able to pull like we do our balance sheet and income statements?
11 votes -
Create CSV Summary Report for Deposits
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…
92 votes -
Show Outside Referral Details on Agent Commission Details Page (Referring Agent, Brokerage, Address)
Display an itemized subtotal of the companies paid and the amounts included in the 'Outside Referral' total on the Agent Commission Details Form.
For example, if both ABC Realty and XYZ Real Estate are being paid an outside referral, it is helpful for the associate to easily see that $N.NN was paid to ABC Realty and $N.NN was paid XYZ Real Estate.
60 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.
91 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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Sort by "Submitted" in Transactions Table
It'd be nice to add a "Submitted" button to the top of the transaction screen to quickly show all the submitted commissions similar to the "terminated" "approved" & "Closed" buttons.
76 votes -
Sort Transactions by Submitted Date and Closed Date
Please build the ability to SORT the data in the Transactions applet by both date submitted and by closing date. Our MC sends commission invoices on behalf of our agents, and with the elimination of the Commission tab, it is incredibly difficult to track what has been submitted and processed versus what has not. Thank you.
52 votes -
2 votes
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Automatically Updating Percentage-Based Deductions
The percentage based deductions so far are not automatically updating when the commission changes and/or a referral is added to the commission. It would be very beneficial to have that automatically update as many of our agents are signed up for automatic percentage deductions into our agent savings account.
5 votes -
Allow 0 Units and $0 Volume for Recurring Lease Transactions
We have had trouble tracking commercial properties in Command MC because the Units & Square Footage info populate in the same tracking column.
To help consistency we made a policy for Commercial Leases to take the entire volume on the FIRST transaction and the remaining will be at $0. It will help us track more ACCURATELY what is being closed by not processing a lease as an Outside Referral. Although now the system won't let us process a lease for $0.
We implemented this after listening to the MCA call with the Commercial team and now the process is broken…
7 votes
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