279 results found
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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.
73 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.
12 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.12 votes -
Add fields that show dates the associate was with our office when they have left and returned multiple times.
For agents that have left and returned, the dates for when they were with us each time would be very helpful
3 votes -
Attach W9 to Vendors
Ability to attach a W9 to a Vendor and a link to the opportunity would be helpful during tax season.
124 votes -
4 votes
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Please let us edit the Default homepage module!
Since we have default modules in our system for MC websites, we're unable to edit them, please make a page on where we can edit our information and display listings!
2 votes -
Remove auto approving commission requests
When an MCA edits something in a commission request, upon clicking save the commission request is automatically approved. I need to be able to make edits before agents click the final approval. Like for adding a wire fee or a private deduction etc.
There is still a MAJOR need for agents to be able to review commission requests and submit prior to an edit of an MCA or AMCA.
12 votes -
CommandMC - how many of our agents run campaigns
is there a way in command mc to see how many of our agents run campaigns? and how many campaigns they run? the vital signs report does not have it so just wondering if there's another way
3 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).
16 votes -
inside referral
Agents find it confusing that using "Inside Referral" makes it so that the receiving Agent pays the Co. $ of the referring agent. I suggest either changing that practuce OR adding a warning advising them that that will happen and offering the option of adding the referring agent as a second agent in the transaction.
3 votes -
language
Add a filter option for languages spoken similar to the filter option for Roles.
3 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 -
Ability to add a customizable recurring deduction option
An option similar to the KW Cares deduction, where we can set up a field that allows agents to put x amount of their commission towards a deduction customized by the MC. This would be helpful for having agents see the option to stow aside money for KW Event tickets like MAC and FR, as well as what our office would use it for, putting money towards the agents association bill every transaction so it is not a surprise when the year end comes.
4 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 -
MCAs should have the option to reinstate an agent that left and come back in the same month without having to re-invite again.
MCAs should have the option to reinstate an agent that left and come back within the same month without having to re-invite again. Sometimes agents come back in the same month. This would also be beneficial if an agent is removed in error. If the error is caught and it is done in the same month, then we should be able to change their status. That was an option we had in Winmore as long as it was in the same month.
4 votes -
Adjust Notification Placement for Smoother Compliance Review Workflow
Currently, when reviewing multiple compliance documents, there's an issue where the notification placement interferes with workflow. After opening a form and selecting the "Approve" button in the bottom right corner, a notification appears stating "Your document has been successfully updated."
This message temporarily covers the action buttons, preventing users from immediately moving to the next form. Since it remains on screen for a few seconds, users are forced to wait before proceeding.
We would like to request that this notification be repositioned so it does not block the buttons, allowing for a more seamless and efficient review process.
5 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 -
It would be great to be able to pull a MC Veteran's roster from Command.
We really need to be able to find the Veteran information captured when a new agent onboards and completes that question!
3 votes -
Add Associate Tags as Field to CommandMC Reports
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.
45 votes
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