301 results found
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DAs Print with Signature and Date
When the CDA is printed, include today's date automatically as well as include an uploaded signature based on the user. This would save time from opening the .pdf, adding the date and signature, then re-saving the file.
23 votes -
Deduction Limit Per Number of Transactions
Create a feature where you can make a certain deduction apply to a certain number of transactions before it stops automatically. For example, a PC deduction will apply to the agent's next three transactions and then stop automatically or the deduction will apply until the agent's MC cap has been met. This could apply to a wide range of scenarios where the agent will have a deduction for a set period of time or a number of transactions.
51 votes -
Appointments Show in Timeline
Allow logged appointments in Command MC to populate on the recruit and associate card timlines.
Currently, logged appointments do not appear on the recruit or associate card timelines and require looking in two different tabs. It would be great to see these on the timeline with other events.
9 votes -
Show Deposits' Editing History
If a deposit is edited, the system should track, and show, the changes made to the deposit. IE the transactions added or removed.
53 votes -
Merge Vendors or Vendor Duplicate Check
We need the ability to merge vendors - or at the very least, prohibit agents from creating multiple. Use the EIN as the check. This is very important for co-brokers
53 votes -
Print Multiple Transactions' Disbursement Authorizations
I would like to see the ability to print multiple transaction ids at once as we were able to in Winmore with DAs. I have agents whose accountants would like all of their transactions printed and emailed.
24 votes -
Show Separate Referral Amounts for Agents on DA
On DAs with outside referrals split between more than one associate, the printed DA no longer adds the amounts together. It would be helpful if the DA had to total amount of the referral being deducted from each associate as one line item on the DA.
19 votes -
Bulk Download of Agent 1099 Report
I love the new 1099 Report for agents! I want to share them with my associates. Right now, you have to click into every report for download and when you go back to the list, you have to CLICK the prior year and SCROLL every single time rather than to where you left off.
We have 440 agents, and this will be SO time consuming. In a perfect world, we could bulk download the PDFs with names. And if we could just open the link in a new tab OR go back to where we left off on the back…
10 votes -
Push Notifications for MC tasks
Our staff is being assigned tasks from our Onboarding Smartplans, but our staff has to click through to get to the "other tasks". I've seen that you guys are working on making that less clicks. I also think we need a push notification, command notification, or an email to notifiy them that they have a new task assigned to them.
22 votes -
Report field filter by Associate Tag
I would like to utilize Associate Tags to run certain reports each month. Previously, we could track business for different categories (business centers, coaching and mentor clients, recruiter reports) depending on the "Deduction" listed on their associate card even though we would zero out the deduction. We would like to utilize the Associate Tags for these but need to be able to to add this filter to our Custom Reports in KW Command Transactions.
22 votes -
Allow MCA to View SSN
For the State of MN in order for us to look up agents licenses or do license renewals we need their full SSN and it will be very hard to have to search through agents onboarding paperwork to find their SSN each time we need it.
30 votes -
Onboarding Invitation Email and Documents Personalization per Market Center
Market Centers have specific documentation and questions they would like to include in the Onboarding process for new Associates. Adding forms, custom questions, and the ability to customize the Onboarding email that is sent is requested.
33 votes -
Upload Files into Associate Records
When the MCTT is completing a tech audit, would love to see this being uploaded to the Associate contact card like KPA's would.
43 votes -
Activity Report and EOM Reports to export to Google Sheets
Would love if we were able to integrate Google Drive so we could have the ability to export a report directly to Google Sheets to save a copy/paste - import step.
18 votes -
Completing Tasks should prompt activity logging
I know there are several others here about tasks - however when working from the task manager > other tasks in Command MC, it takes too many clicks to make sure a completed task logs an activity. It should prompt every time an individual task is completed, whether from the task manager screen or inside the recruit/associate card.
Currently clicking "complete task" in the task manager view does not prompt to log activity, which creates too many clicks to log the activity, make sure the task is marked completed, then not lose your place in the task list.
7 votes -
Notes when completing a task
It would be really helpful to have a section for adding notes to a task before marking it as complete. Right now, we have to go back into the agent's profile to add notes after completing a task, which adds extra steps. It would also be great if the task notes could automatically feed into the notes section to make everything a little smoother and more organized.
7 votes -
Associates to Show All Associates in Region for Regional Leadership
The associates section for the region does not currently show all associates for the region and this would be extremely helpful as regional leadership in order to recognize and keep notes as we have conversations.
16 votes -
Search for an opportunity using the transaction ID
Having the ability to search for the opportunity using the transaction ID would be extremely helpful - the same way we could search by DA # previously.
15 votes -
Aggregate Deductions with Same Payee
Aggregate Deductions with same payee. Currently if a fee is split between agents on a transaction, the Commission Disbursement Authorization shows multiple line items for the same deduction. It would be great if these could be totaled up.
For example, a $100 fee split between 2 agents would show as $50 and $50 on the PDF. I would love if it would recognize the same payee, and total the amounts for a cleaner CDA. (A toggle would be phenomenal)
20 votes -
Edit Outside Referral Amount
MCA's need to be able to edit the referral amount in the transaction, right now we have to delete it, then add it back in to correct them amount -
32 votes
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