288 results found
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List Brokerages in Other Brokers, Not Agent Name
In the Disbursements area- the Other Brokers should be listed by Brokerage instead of agent name. All of our checks are written to the brokerage. Right now we are forced to go to the opportunity to find the name of the brokerage.
12 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.
13 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 -
Sort by Month and Year for any date field
We would like to be able to sort by month easily for any date column in reports. If a date column is added, clicking in the filter box there is a bunch of different ways to sort but there is no field to sort by a specific month. You can click the timeframe and click say all of the September month/year but when you have been open a long time, this is quite time consuming. Adding a tab there for month would be very helpful. I can see a case use for searching by a particular month for every date…
24 votes -
Associate paid as an inside referral
Associate paid as an inside referral. We pay the Productivity Coach as the inside referral and the closed reports do not have an option to filter on what the PC has been paid on.
4 votes -
Incorporate AI into KW Reports with Prompts
Would be amazing to incorporate and an AI prompt where a team leader or leadership staff member could just type or talk out the parameters of a report and it would spit it out.
2 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.
20 votes -
8 votes
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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 -
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.
24 votes -
Search for an opportunity using the transaction ID or Opp 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 -
Automatically Name Reports Downloads
Every report when downloaded as a CSV is just titled widget. I have to go in and manually change the name to know what it is. It would be helpful if it was automatically named the report name and the date. At minimum having the report name would help a lot!
13 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.
70 votes -
Bulk Action: Reassign Recruit
Be able to unassign recruits from a previous team member/team leader after the team member has already left the office. Right now, you can't filter by previous team members.
6 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.
45 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.
25 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 -
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.
72 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.119 votes -
MC Sites - Agent Attribution on Listings
Listing agent information is not showing up on any listings viewed through Market Center sites. Though it was explained to me that this functionality is reserved primarily for agent sites (and the regular KW site), I feel it belies the "Your listings, your leads" principle in terms of helping our agents garner more visibility throughout the platform.
Would it be possible at some future point to include agent-attribution on listings at MC sites?
6 votes
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