24 results found
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Improve the new Compliance Viewer Filters and Queue
We need all of the same filters we used to have in the old Compliance Queue, readily available off to the side just as before. It is incredibly counterintuitive to have to open a filters tab and then select filters and then click save. This change turned a one-click action into a 3-click action. We also no longer have the ability to filter by Opportunity type and event, this is extremely important for training new admins in market centers. Seeking input from Market Centers using this technology prior to overhauling an entire section of command used to be the norm…
45 votes -
Customize Columns in Command MC Compliance
At this time, it is not possible to customize columns—such as rearranging, adding, or removing them. As a compliance coordinator, having access to specific information is important to my role. I would also appreciate the ability to sort the data for easier review and organization.
11 votes -
Commission Request Status on Compliance Applet overview
When searching opportunities through Compliance Applet, I would also like to see the status of the commission request. Is it submitted, opened, terminated?
We still have to go through full opportunity or search multiple times for one transactions to find if it's fully compliant.11 votes -
Compliance Applet - Remove auto 3 filters
Remove the 3 auto filters in place in the Compliance Applet. We can add in filters we want when searching. When we forget and clear filters, then we have to re-search everything.
9 votes -
Add Referring Brokerage as Vendor Field
Change how agents input the outside referral, not by searching, or adding by the agent name, but searching /adding the brokerage, (where the MCA can have the broker / vendor library built, with the EIN already set up) then add the referring agent name as a separate, non-linked field. When agents move to other brokerages, that will cut down on maintenance of that library, and the MCA's will ensure the correct W9 information is used for the outside brokerages.
88 votes -
An agent applet showing compliance status for upcoming completions on Agent Homepage
Our Market Center relies exclusively on Command for document submissions and compliance coordination. A major problem we face is that agents frequently miss Command notifications regarding returned documents, often due to the high volume of emails they receive, or Command app notifications being dismissed due to the inability to view compliance requests effectively through the app.
My suggestion is to add a dashboard applet displaying the compliance status of upcoming completions to the Agents Command homepage. This could include completions within the next two to three weeks, or perhaps the next four to five completions regardless of date. It's unclear…
13 votes -
Opportunity count by phase
It would be wonderful if when I click Filter so that I can select a compliance status, that the unit count would be there to the right again. It's awesome to know how many of each status are waiting for my eyes to review.
4 votes -
Compliance is very slow to open opps, folders and docs
Is something making clicking through compliance opportunities much slower? It's taking too long to open opportunities, folders, and documents since the recent upgrade/change.
3 votes -
Vendors
Vendors: would be great to be able to EDIT vendor information before and after accepting vendor information. Can edit Representative info - Not company info.
*Important when sending/correcting 1099's5 votes -
Restore Opportunity ID Hyperlink
After the most recent update, the Opportunity ID no longer contains a hyperlink to the Opportunity. This hyperlink was very useful in helping agents and staff locate certain Opportunities. We used to be able to just highlight and copy paste the ID into an email, spreadsheet, etc. which the agent or admin could use to go directly to the Opportunity in question. Now that this hyperlink has been removed, we are no longer able to do this. Please restore the hyperlink in the Opportunity ID in the compliance queue, this was a very useful tool that we no longer have.
2 votes -
Enhancing the new Compliance Request experience
The user had some valuable feedback to provide for making the new Compliance Request feature better for all market centers.
2 votes -
Remove the Automated Set Filter in Compliance
One Click - Remove Automated Filter
It is time consuming to remove the Automated Filter every time I am looking for a certain Opportunity that has nothing to do with "submitted" or to have to keep removing it because I am looking for the next property. Also need the choice of filters to be one click - not 3+ clicks.2 votes -
Last Submitted Sort
The default sort is the most recent submission on top - I can click the arrow and it toggles to the oldest submitted - once I perform the review and return to the compliance screen. I have to re-sort it again - it wont stay as I set it
2 votes -
2 votes
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Please add the agent's name back to information showing in Compliance
In an office with nearly 300 agents, everything is sorted by agent name. The agent name is no longer part of the information showing on the lines for each Opportunity in Compliance. It would save a lot of time not have to search who the agent is for each Opportunity.
1 vote -
In Compliance can we please get back the agent name
In an office with nearly 300 agents, it is hard to determine who the Opportunity belongs to since they removed the agent name in the line item view of Opportunities. It would save a lot of time if we don't heave to search for the agents name every time I need to process an Opportunity.
1 vote -
Make Auditing Opportunities Faster in Command
Right now, when you're auditing files in Command Compliance, you have to exit each opportunity and go back to the main compliance screen before opening the next one. This takes a lot of time—especially when reviewing many files.
My idea is to add "Next" and "Previous" buttons inside each opportunity so you can move from one to the next without going back to the main screen. This would make the process much faster and more efficient.
Why it matters:
Saves time and clicks for compliance coordinators
Speeds up the review process, especially in high-volume offices
Creates a smoother, more user-friendly…
1 vote -
Compliance
When an offer is Terminated, it would be great to have the Documents from Version 1 go right into version 1 and reset the file placeholders.... vs. agents "Updating" a single file. That way Broker/Legal can search older versions of Documents. Many associates/TC's dont know to use a new version - unless Broker catches it and advises a new version to be used.
1 vote -
4 votes
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Create an additional status of IN PROCESS which would be an alternative to RETURNED or APPROVED. Ag
Create an additional status of IN PROCESS which would be an alternative to RETURNED or APPROVED. Agents and TCs don't like the folders returned unless there is an issue with one of the documents already uploaded. IN PROCESS could mean that all docs uploaded are approved but there are still missing required documents to come further along in the transaction.
4 votes
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