345 results found
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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.
34 votes -
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.
54 votes -
Add Agent to Same Side Twice
We should be able to add the same agent more than once on the same side of the transaction.
10 votesPlease provide a use case for this request so that we can best understand the need for this! Thank you.
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Show Unit Allocation on Agent Commission Details Report
The agent's commission details should show how much of the unit was allocated to them. This is helpful for our agents/teams to track their unit production.
13 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 -
Listings Sold Report Hyperlinked in Month End Close > Production
In Transactions in the Month End Close tab under the production it would be great to add Listings Sold Units and Volume
8 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.
47 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
57 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 -
31 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.
218 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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Add Total Line for Pending Sales
Adding the Grand Total line for the Pending Sales Report
5 votes -
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.
119 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 -
Auto-Release Listings on Terminated Commission Requests
Agents that have to terminate a transaction because something changed in their transaction can't link the listing again to the new commission request. It would be helpful to have the feature in Command MC for us to release the original attached listing and attach it to the new request.
35 votes
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