301 results found
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Link to Associate Record in Team Tool
If you are in a team roster and need to look further into an agent profile, you have to go out of the team, to associates and look them up individually. This can be incredibly time-consuming when working with larger teams. It would be great to be able to access individual agents' profile while in a team roster!
3 votes -
Show Compliance Tags to Agents
Admin tags should be visible to Agents so they can tell which step of the process we are in for processing their paperwork. E.g. Listing Complete, Missing Paperwork, Conditional, Missing Lawyer - Seeing just these 4 tags, would let them know that their Listing is Complete, but the Transaction is still Conditional, we are Missing Paperwork to make it to Firm, and that we do not have Lawyer Information for the property yet.
They can tell all of this at a glance at the Tags, rather than entering the Opportunity and rifling through paperwork.
6 votes -
Allow Attachments in Tasks
We need to have Attachments in the tasks for Associate records. We need to be able to add Team Agreements and other task related documents.
3 votes -
Add Brokerage Transferred To Field When Removing Associate; Provide Reporting
Would be great to add a field when we are removing associate in MC Command, asking where the agent went... Referral, C21, RE/MAX etc. And then later, it would be great to have reports showing summary of where our agents went!
4 votes -
Customize Recruit Card Information in Pipeline
When I click into my recruit pipeline I would love to have the ability to change what information is on the recruit "card" from the pipeline view. The visual is super helpful. When i'm doing follow-ups the easiest way is for me to copy and paste their number or email and then send them a quick text from my personal email or phone. I would also like to see appointment date as an option to select the date for the appointment scheduled field that would show up on the primary card. I keep track of appointments on my Google calendar,…
4 votes -
Make CommandMC Reports More Efficient
I've noticed that over the course of the first 2 weeks there are several areas that could be a bit more efficient; specifically, the numerous reporting mechanisms. Currently, we have 2 excel spreadsheets to track appointments, referrals, R1/R2s.....since we are trying to leverage Command on a more consistent basis, I thought it would be great if we could utilize Command for more. Not just the documentation portion, but the reporting capability. - Ron Acker (ATL - Amelia Island, FL)
5 votesCould you give us some more information on your expectations on CommandMC Reports' efficiency? Would you like to see the information update more frequently, for example? Or are there specific features/buttons you'd like to see added to better help your workflow?
Please let us know, thank you!
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Compliance Emails to Different Email Address
We have rainmakers who want compliance emails to go to their admin but everything is pulled from one email in kw white pages for leads and such that should be separated. The rainmaker's profile for kw.com should be their email address and command emails for compliance should have another spot to put an administrative email address.
8 votes -
Search By Phone Number
I would like the ability to search for a recruit by their phone number..
7 votes -
Add Search Function When Adding Tag inside Opportunity
When looking at a list of submissions, you can search for/ add a tag to an opportunity by typing it in. However, once you go into the opportunity, you cannot search for/ add a tag by typing it in. You have to scroll. The search function seems to only be numeric. Please make the tag search function while in an opportunity work with letters.
3 votes -
Display Opportunity Details in Documents Tab
As a compliance review person in the office we always need to know how many sellers and how many buyers there are on each transaction and the year the house was built. When we go back into a file to continue reviewing we always need to open the prelim to check who the sellers are and then go into the purchase agreement and check who the buyers are. This should not be necessary to do and by adding the two features to the tray would be of much help. Pat Cote, Fremont CA 279
5 votes -
Exclude Tags Filter (Advanced Filters)
there needs to be an option to exclude tags when filtering contacts in command MC with recruits.
4 votes -
Change Document Requirement per Opportunity
Sometimes a conditionally required document might end up being fully required based on previous documents or home build dates, etc. Allow Compliance to change the label to fully required if a document ends up being fully required to eliminate confusion.
3 votes -
Customizable Compliance Statuses
Wondering if we can add a "Reviewed" option for compliance? Like Approved and Returned. We are seeing confusion in our offices and frustration because they see that red returned. Would it be possible to have a reviewed option in Yellow or something? Thanks!
14 votes -
Export Opportunities List
In Command MC, add the functionality to run and export reports in order to obtain a snapshot view of all opportunities for an agent with available filters applied. Could be for a single agent, a group of agents, or MC-wide. Particularly where the opportunity is in a particular phase/stage like returned or opened. At this time there is no reporting functionality tied to Opportunities. We are always talking about tracking our numbers and yet there is no way to save a record. This could be a residual effect of this reporting function.
8 votes -
Expand All on KW Financial Statement (and Print Expanded View)
Abilty to expand all fields on the KW Financial Statement
37 votes -
Command Integration with Broker Wolf/ Lone Wolf
Our Canadian Market Centres are hesitant to integrate opportunities into Command as the current workflow is more efficient. Currently when we load a transaction into Nexone it sinks with BrokerWolf/Lonewolf then with WinMore. 1 Input and done. If we remove Nexone and integrate into Command we have to recreate each and every transaction in BrokerWolf/ Lonewolf which doubles the current workload in a transaction for our agent or our back office at the market centre.
Most market centres want to stick with Nexone to save the workload.
4 votes -
Allow Photo for Recruits
On the contact card for the recruit, we would love to be able to add a photo of them to the Photo Image next to their name.
7 votes -
Show Transaction Status on Opportunities Tab
It would save time to be able to see the status of each transaction on the all opportunities page. I'd like to see all on one screen which opportunities have been submitted/approved/denied or if a CDA has been created.
6 votes -
Custom Recruit/Associate Activity Types
Currently- the activity options are solely Call, Meeting or Text. Would like an option to log an activity for Email that might not have necessarily been through a campaign. (i.e, an agent conversation)
10 votes -
Show Compliance Status in Transaction
Please add a compliance status in Commission Requests for those of us who only provide DAs when compliance is approved.
21 votes
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