274 results found
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Transaction Coordinator Role in Command MC
At our Market Center, we have an in-house Transaction Coordinator. While we don't want that person to be able to have log in access to everyone's Command account, we would like for her to be able to create opportunities under that agents name without logging into their account.
It would be great to have a Transaction Coordinator role in CommandMC where they can create an opportunity then select which agent that opportunity is for. That way they don't have to log in each agent's Command and those opportunities will be able to populate on the agent's Command and in CommandMC.
121 votes -
Send Mass Texts to Associates
Since we are in constant contact with our agents about different things in the MC or RE in general, it would be easiest to do it through Command MC since it's always up to date with their contact information instead of typing it out into an excel sheet. or at least be able to export contacts to upload into contacts in Command.
128 votes -
Improve the new Compliance Viewer Filters and Queue
We need all of the same filters we used to have in the old Compliance Queue, readily available off to the side just as before. It is incredibly counterintuitive to have to open a filters tab and then select filters and then click save. This change turned a one-click action into a 3-click action. We also no longer have the ability to filter by Opportunity type and event, this is extremely important for training new admins in market centers. Seeking input from Market Centers using this technology prior to overhauling an entire section of command used to be the norm…
44 votes -
Allow Market Centers to Require Certain Vendor Fields be Completed by Agents
If would be nice if Market Center by Market Center, we could require certain Vendor Fields (ie Title, Lender, Home Warranty) be required for Agents to fill-in.
This would help with MSA, JVs, etc. to be sure that we have clear and transparent reporting for our vendor partners and the ability to track the number of transactions we're completing with each partner.118 votes -
Bulk download Closed Opportunities
Would love the ability to bulk download all closed opportunities. At this point we can only do it one by one. At a minimum, would love to see the option to download by each month as a form of backup.
12 votes -
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.
14 votes -
Customize Columns in Command MC Compliance
At this time, it is not possible to customize columns—such as rearranging, adding, or removing them. As a compliance coordinator, having access to specific information is important to my role. I would also appreciate the ability to sort the data for easier review and organization.
13 votes -
Edit License Expiration and MLS ID
MC Leaders with the "Compliance Coordinator" and "MC Broker" leadership roles should have access to edit the license expiration dates and MLS IDs in the Associates tab of CommandMC. As it stands, only OP, MCA, TL, Assistant MCA, Assistant TL accounts have access to edit this information.
11 votes -
Automatically Upload DA to Opportunity's Closed Documents
DAs in the new Transactions workflow should automatically upload to the Closed documents section in the related Opportunity.
124 votes -
Ability to add Comments to the DA
We utilize this area to indicate breakdown of commissions and transaction fees or concessions since it is not detailed on the CDA itself and only lists the adjusted GCI.
In addition, we would like to NOW be able to indicate if the Seller, Buyer, or combination of both are paying said commission.
Having this in the comments, rather than adding them separately after printing the pdf ensures this information stays with the CDA in the event it is revised.
68 votes -
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.
70 votes -
Remove All Checklist Items in Recruit Card
We have agents who have completed the joining portal and full onboarding through the new system, and have left for one reason or another. When they return, their checklist items are all completed and to uncheck them, it needs to be done manually one-by-one. It would be nice to have a Remove/Delete all and then be able to add new checklists incase items have changed on checklists since the associate was here last.
8 votes -
Appointments Reminder Modal during Month End Close
I would love to see a prompt when you close the month asking if your appointment numbers are correct before actually closing the month. All other sections - # of contracts, listings, agent count, CO$ - they all tie back to something else but appointments do not. I miss being able to double check that part like Winmore used to ask us.
17 votes -
Need option to print DBA name for Vendors(co-brokers) on the DA
Did something change in CommandMC for Vendor (co-broker) names appearing as their LLC (legal) name instead of DBA name on the CDA? This is causing issues for us as we are attempting to pay Place on a CDA from our Market Center. Can this be fixed to show the DBA name on the CDA?
6 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.11 votes -
Awards for Large/Small Teams
In our region, we have alot of Mega groups - think 30+ people. I have in my MCs a bunch of smaller groups (under 10 people) that do impressive numbers but they will never get recognized for awards because the mega teams just outproduce them significantly. I'd like to see us filter our groups based on agent count of the team so that the smaller groups can get some recognition as well.
13 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.
120 votes -
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.
20 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.
11 votes -
Commercial Reporting
Seeing property types & subtypes in reports is very helpful! Although, the way commercial is being tracked has really skewed unit & volume measurement.
Depending on the type of transaction, some commercial properties are measured by square footage not units. In this case, the Square Footage is populating into the UNITS portion of Reports. It makes tracking volume & units accurately really difficult. I would like to see that value moved to its own column at the least. Although, there is an opportunity for specific commercial reports, too!14 votes
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