345 results found
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Email Designs in CommandMC
For CommandMC email designs there is no option for pretty email designs and just text only. Would love to see a feature to import email designs into CommandMC.
17 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.
49 votes -
Advanced Filtering for Recruits
Advanced filters like have been added to personal command are needed.
Such as:
Smart Plan > includes > choose from smartplans
Smart Plan > excludes > choose from smartplansLast contact, last updated, created, lead source, tags, etc. All available with the includes, excludes, none, etc
9 votes -
Add 1099 Agent Income Column
We need a report that shows the agent's net amount (1099 amount) like the DA list from WinMore used to. I've had a handful of agents ask for loan purposes, plus we'll need this report for year-end.
62 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 -
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…
89 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.
100 votes -
Separate Groups and Teams in Market Center Rankings Reports
Add Teams Rank Metric in Rankings Within Market Center report. The report currently combines teams and groups into one. The existing Rankings Within Market Center report in MyKW allows you to choose from Individuals, Individual Teams, Teams, and Groups. The migrated report omits Teams (Non-Individual).
12 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.
59 votes -
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 -
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.
90 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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Training Tracker
We need to have a tool in Command MC that helps us connect associates to the courses that we have prescribed for their business and track if they attended the class. To connect the value that Keller Williams offers to the results that the agents are having in their business. We can also help those that are struggling in their business and how we can help them.
7 votes -
Add "Back to Opportunity" Button when Viewing Opportunity
The user is suggesting that a "Back to Opportunities Search" button/link be added alongside the "Compliance" link at the top-left corner of the opportunity when reviewing opportunities via CommandMC.
10 votes -
Default Search Location Should be the MC Address
Currently, the default property search page currently is Austin TX, Headquarters. This is confusing for consumers when they get to our MC site that is not located in Texas. All MC/BC sites should default to their franchise address.
44 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 -
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.
51 votes -
View Cap Details in Associate Record
Have a tab that has the cap detail. Allow us to pull the CO$ and Royalty Reports from the Associate applet. (Similar to what is in the transaction cap detail)
40 votes -
Delete Recruit Tags Created by Prior Leadership
Have the capability to remove or edit tags created for Recruit Tags that is not personally owned. When a staff member leaves KW, the tags they created are still present.
54 votes -
Top 20% Roster Download
Top Down Reports Have Incorrect Email Addresses: Top 20% Report does NOT download the correct email address for the agent. So, they do not see important emails. It does NOT pull from their preferred email address in their KW profile. Instead, it just uses their KW email, which many of them do not check. Please align the top down reports with the email the agents are asking to be used in their profile.
5 votes -
Tag Associates to correspond to AccountEdge job codes
Would like the ability to add tags to agents that correspond to job codes in AccountEdge so when we pull reports, we can see totals per job and pull reports per job instead of having to manually calculate.
32 votes
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