314 results found
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Show Production Status in Associates Table
Display the associate's production status in the dashboard - an easy way to see if the associate is active, referral only, or an admin. This would minimize the clicks we'd have to make to verify.
1 vote -
Set a Minimum Amount for Recurring Deductions
With local Cares donations in mind - set a minimum amount for recurring deductions, that allows agents to increase the amount but not go below MC standard.
11 votes -
Easier Report Downloads
Can we just have a simple download like KWConnect used to? PDF and CVS/Excel options are still great. However, the amount of steps I have to go through to download one report is a huge time waste.
0 votes -
More Custom Tag Colors
Ability to add more colours to Custom Tags in CommandMC
10 votes -
Associate DBA and Incorporation Name Report
It would be helpful to have the criteria in reports for Associate DBA Name and Incorporation Name. Also, to include address for Associate's Incorporation.
2 votes -
Allow Operating Principal to add/remove team members
The Operating Principal wants the ability to add/remove team members in the CommandMC Administration applet. Having to rely on other leadership roles is not efficient for them.
2 votes -
After a Broker fully approves an opportunity folder, an associate can upload a document and change the status of the folder. If the opportun
After a Broker fully approves an opportunity folder, an associate can upload a document and change the status of the folder. If the opportunity folder is locked up after Broker approval, Brokers won't have to go back into opportunity and re-approve the folder. MC compliance status queue will be accurate. Associates can still upload documents into custom folders of the opportunity if needed, which won't change the status of the opportunity.
1 vote -
Add CO$ and Royalty Anniversary Date Column
Add the ability to see an associate's Company Dollar and Royalty cap reset dates as a column (row) option to Reports. This will help us see who is on the verge of resetting on their cap when we near month end, so that we can make adjustments to their CDAs as needed.
10 votes -
Bulk archive compliance requests
The ability to bulk archive compliance requests in CommandMC Opportunities would dramatically increase efficiency
2 votes -
Opportunity List Remains Sticky after Clicking into Opportunity
Currently, when viewing a section of Opportunities in Command MC (e.g., 51-100), opening an Opportunity and then navigating back resets the list to the first set (1-50). This disrupts workflow by making users lose their place in the list.
2 votes -
9 votes
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task
The change to MC Tasks this week has not been a good one. I think the idea was to have it mimic the Agent side, but it's too antiquated. It would be great to have it made simpler with fewer clicks and less filtering required.
1 vote -
Add Agent to Same Side Twice
We should be able to add the same agent more than once on the same side of the transaction.
10 votesPlease provide a use case for this request so that we can best understand the need for this! Thank you.
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Bulk Action: Reassign Recruit
Be able to unassign recruits from a previous team member/team leader after the team member has already left the office. Right now, you can't filter by previous team members.
6 votes -
Multi-Year Trends in Standard Reports
I have used the report below for many years to access Agent reports. Please make sure there will be a way to retrieve the multiyear trend report in Command. (https://reports.kw.com/BOE/OpenDocument/1609122306/OpenDocument/opendoc/openDocument.faces?logonSuccessful=true&shareId=1)
15 votesWill be released 3/26
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Move Pop-Up Notification above Status Selection in Transactions
Move the status update pop up to the bottom middle. It currently pops up over any buttons on the bottom right.
6 votes -
Allow a filter in reports (even custom reports) that pulls the "agreement won" date.
We use "future business" as a celebration in our MC. As of now, we use tags to identify a new BBA or ESLA signed during a calendar month. It would be ideal for agents to put that date in the Opportunity and have a filter for that in the Reporting Applet to alleviate excess time for research on the Leadership side.
2 votes -
Deductions for Listing/Sales Transactions
Deductions that are mandatory for the MC are automatically mandatory for all types of transactions/pipelines. Need to be able to separate automatic deductions for Listing transactions versus automatic deductions for Buyer transactions. We only charge a $295 BAC on the Listing transactions and either we have to manually catch and add the deduction, or we have to manually catch and remove the deduction on the buy side. Too many variables for errors right now.
2 votes -
Bulk Action: Update License Expiration Date for Associates
A way you can change all agent's expiration date at one time and not have to go into each one individually. PA has the same expiration date every two years.
4 votes -
KW Birthday Smartplan
We want to use the Keller Williams Birthday Smartplan in Command MC, since it is set up to go out on Agents and Recruits birthday's. The final step in the smartplan is either a Twilio text or a task. Because Command MC does not have the Twilio integrations yet the last step is converted into a task which you then will have to do, and not something that goes out automatically.
Can KW create a similar Birthday smartplan but the last task instead of Twilio is an email, so we can automatically email on their birthday's?
2 votes
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