264 results found
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Add Recovery Email Column to Associates Table
Many agents have an old or inaccessible recovery email address on their associate record. Adding that column to the associate dashboard, or providing a report listing that info, will enable market centers to proactively audit and update these addresses to AVOID a repeat of the password reset issues experienced recently.
11 votes -
Include Editor in Timeline Activity
Show who added the comment to the Recruits timeline. Currently have to manually enter your name or initials.
14 votes -
Allow Export of Associates Table
Add the ability to export to CSV and PDF the Associates Tab. We would be able to export a Top Down Report with agent's email and phone number. Great for targeting the roster based on production level.
12 votes -
Show Referral Agent Name on DA
Example: Keller Williams Eastside (Agent: Jane Doe)
This would stop a lot of calls we get from other MCs to find out which of their agents should be paid out on a referral. Escrow sometimes will only send a check, no copy of DA, no Final SS, so they have no clue who to pay out.
Right now, escrow has no clue unless the agent sends them a copy of the actual referral agreement. So, the other MC has to call our MC to find out. This would help our MC from not having these calls plus escrow wouldn't be…
7 votes -
Randomize/Customize Order of Agents on "Our Agents" Page
In the new Market Center sites, the "Our Agents" page is currently set to alphabetical ascending with no way to change it. This means that most agents will NOT be discovered on this page, especially in large Market Centers.
Additionally, many Market Centers have MC investors or leadership who also produce, and some of them have last names that put them at the top or near the top of "Our Agents." This has the potential to put a bad taste in some agents' mouths.
I recommend that the Our Agents page be set to random order by default in fairness…
29 votes -
Customize/Limit Role Access within CommandMC
We would like the ability for the OP to customize/limit the access roles have to CommandMC applets. KWRI would set the standard access points for an assigned role, and the OP would have the ability to remove/limit access to specific applets that may not pertain to that role within their MC. Example, MC Leader role allows edit access to Recruits, Reports, Transactions, Accounting, and … The individuals with MC Leader role in this example MC do not need nor would the OP like for them have edit access to Transactions and Accounting, so the OP can remove access to Transactions…
26 votes -
company dollar transfer not recording the paid in CO$ by the agent in their accounts
CO$ transfer to another MC, when executed removes the amount paid in by the agent from their cap status! We need to have it remain as paid in CO$ in their status and reports because they have paid it, we just transferred it. There is no way to know now when they reach cap except by keeping an excel sheet.
1 vote -
unsubscribe
Would love a push notification that alerted us to recruits that unsubscribe so we can update notes/marketing accordingly
6 votes -
4 votes
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Custom Permissions for CommandMC
Allow the Compliance Coordinator Role to have access to Transactions. Our transactions processing team needs this to do their job, but they should not have access to all the items an MC Leader has such as our full Recruiting pipeline. Seems silly that the role that is in charge of processing deals and transactions doesn't have access to this part of the program.
12 votesWe are working on custom permission levels for CommandMC users :)
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Allow Closing Date in Future for Transactions
In a state where we hold Escrow, we prepare our listing transactions ahead of closing so that any seller excess is able to be brought to closing attorney or ready to be picked up/delivered once the property is on record. Right now, in order to do this, we have to change the close date to the day the checks are being prepped and it causes confusion as to when the property actually closed. In winmore we had this ability so long as it remained in the current month and we really need this feature back!
2 votesCan you tell us more about this? Would you like to be able to change the date after the fact, or select a Closing Date in the future? What action would be necessary to fix this pain point? :)
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Earned In Luxury Associates Tagged in Associates Applet
If an associate is approved as an Earned In Luxury Associate in the Luxury Roster under the Admin applet, their Associate entry should automatically be tagged as Luxury to better enable MC Leadership to send communications and smaprtplans around luxury information to that group.
1 vote -
Co-Op Smart Plan
Once a closing happens an auto email will send to the co-op agent. Thanking them for the transaction.
Here is a PDF of an example that another firm uses
https://drive.google.com/file/d/1ac8XdD_WfGoHJJ21oj_TfrojHLwUjGbn/view?usp=drive_link
8 votes -
Last Submitted Sort
The default sort is the most recent submission on top - I can click the arrow and it toggles to the oldest submitted - once I perform the review and return to the compliance screen. I have to re-sort it again - it wont stay as I set it
3 votes -
Expanded filters in Dials, answered, appointments held and set
Our market center is trying to use CommandMC as our main CRM. As a staff, we completed monthly care calls to our associates. We track who is completing their dials and notes on the agents. As of right now, I can not see if our associates are receiving dials as it lumps recruits & associates together AND I cannot see who completed the dial.
I would like to be able to see this information in a report AND even better would be able to have a dashboard where I can see which staff are in the lead and gamify their…
2 votes -
Profile Agents in Business Center Sites..
Especially in cases where the business center is far from the Market Center and when the BC is in another state.
13 votes -
Leadership Report that shows which opportunities are incomplete. We should then be able to download the report.
We have no easy way to download into Excel or Sheets, opportunities that have closed escrow, but are incomplete. We should be able to sort it by agent so that we can follow up with them to get the file complete and closed.
1 vote -
Mark as Lead Button
When adding recruits in CommandMC, we should have a button, like in Command Core, that allows us to mark the recruit as a lead. This would be helpful for any inbound leads that we get to our mc websites that are not powered by Command, and for any agent referrals.
1 vote -
Change Deductions Decimal Limit from 2 to 4
Need to adjust the allowed decimals from the current two to four. This is due to the various fees for business license per locality.
31 votes -
brokerage listing weekly email
Automatic email of all new listings in the brokerage sent out weekly to a list. Much like "the neighborhood" or a custom "saved searchs" email in Command, but for Command MC.
1 vote
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