285 results found
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Delete Recruit Tags Created by Prior Leadership
Have the capability to remove or edit tags created for Recruit Tags that is not personally owned. When a staff member leaves KW, the tags they created are still present.
57 votes -
Show Total Commission Amount on Agent Commission Details Report
On the agent's commission details page, the top of the page should show the full commission on the transaction, not just the agent's portion. This is helpful for our agents to see the full amount prior to any splits.
14 votes -
Download Current Listings as CSV
It would be very helpful if we could download our current listings to a csv file to make it easier to see how many we have and to verify them. We were able to do this in Cloudmore. :)
9 votes -
Link to Commission Tab in Transaction Details
I need to be able to see an agents side of the work flow on their commissions tab so I can assist and help point them in the right direction when they are creating their commission tab.
49 votes -
Notification Bubble for Notes Added to Transactions
There should be notification of there being a note in a transaction, so we know to open the notes tab
59 votes -
Share SmartViews with Other MC Staff
MC Staff Team SmartViews
Since recruiting is a team effort, allowing the ability for MC staff team members to make SmartViews shareable would be a huge benefit. If one person needs to make the SmartView, when they go to save that view, there can be an option to "share with team". Which could be selected as a check box. This would allow for the creation of both personal and team views.
6 votes -
Page 1 and Page 2 of DA Download in One PDF
When we download the Associate Detail (page 2 of the DA) page in the new Transactions, it opens a separate tab for each agent along with Page 1 of the DA. Can we please get it to where they download all in the same tab so we don't have to download multiple pages.
222 votesHi all! Thanks for all of your wonderful feedback so far. The engineering team is considering this idea for implementation, however, we are unsure if this would be the right choice for every Market Center.
Would it be helpful to be able to choose whether to automatically print the DA after moving a Transaction to the Closed status? We want to save clicks, and want to make sure we choose the best option for all MCs when implementing a feature for efficiency.
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Sort by "Submitted" in Transactions Table
It'd be nice to add a "Submitted" button to the top of the transaction screen to quickly show all the submitted commissions similar to the "terminated" "approved" & "Closed" buttons.
76 votes -
Allow Rainmakers to Cover Team Member Caps
We have a team that pays royalty for their agents. We have been doing this through Deductions as a negative deduction in Winmore on the Agent side and a regular deduction on the Rainmaker side. How do we reimburse the agent for the deduction
16 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.
127 votes -
Refer a Co-Broker to KW via Opportunities' Co-Broker
Add option when submitting commission tab for agent to select “Yes I would recommend that this agent join KW” or “No I would not recommend working with this agent” for the co-broker they worked with. A required yes or no box that sends a notification to the TL when checked yes so they know to reach out.
(I believe green sheets used to do this) :)
15 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 -
Move Preferred Vendors Management for MC Sites into Sites Applet
Currently the only way you can add preferred vendors to the MC Site is by going to the Command Dashboard preferred vendor widget and clicking a box to add it to the MC Site.
This functions very differently from the Agent Site preferred vendors where you can access preferred vendors from the agent site editor. I would like to see the MC Site preferred vendor list function just like it does on the agent site, OR put it in the CommandMC Site applet.
7 votes -
Option for Multiple Lease Payments
Leases that have multiple payments over time now require multiple CDAs to be created. This can stretch over several years with commercial leases. Adding a payments over time feature would streamline this process, and not leave multiple unclosed DAs in the system.
16 votesPlease tell us more about your process for these transactions - is the agent leaving the Opportunity open until all the payments are made? You can also manually create a Lease Transaction with 0 units in order to take care of these now!
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Create CSV Summary Report for Deposits
To streamline the process of managing agent payments and reduce the need for manual entry, we propose creating a CSV summary report by deposit. This report should include the following details:
- Deposit Number
- Agent Name
- Address
- Agent Net Amount
- Outside Referrals
- Deductions
- To be Paid/Paid
By consolidating this information into one document, it will significantly expedite the AE entries and ACH payments. An additional benefit would be the ability to import this type of file directly into AE, bypassing the need for manual data entry.
This summary report will serve as a comprehensive reference, allowing for quick verification and processing…
92 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.
123 votes -
Provide a "Reject" Option for Termination Requests
There should be a "reject" options for Termination Requests. We (MCAs) understand that an undo button is probably not possible due to listing attachment. However, a reject button should be available. While this would create a delay in the agents' ability to create a new offer, if agents are following proper timeline procedures, there should be enough time between a cancelled contract and a new offer/commission being submitted to allow for an accept/reject option.
188 votesWould it be helpful to have a warning message when agents request a termination to let them know that this is only used when the contract falls apart, and that this is not meant for editing Commission Requests?
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Allow Only MCA and AMCA Roles to Edit Transactions
Everyone should not have the option to edit transactions. Only the MCA/AMCA should have access to edit Transactions.
92 votesWe are working on a permissions-based enhancement to Transactions; however, these permissions will likely be a little higher-level than editing transactions!
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Hyperlink Transaction Numbers to Transaction in Reports
Once the report is opened, there should be a hyper link to the Transactions listed in said report.
102 votes -
Add Custom Fields for Associates
Ability to add custom fields in an associate record to store additional information such as Key Fob Numbers, Auto Insurance details, association ID numbers, etc
18 votesWhere would you expect to see these custom fields in the Associate record? Would it be on a specific tab, on the left sidebar, etc? Where would you set up these custom fields (ex: in the Admin Applet)? Who would be allowed to create and edit these custom fields? Would they need to be marked as required?
Please let us know so that we can work on ideating this for you!
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