307 results found
-
Share Opportunity Checklist Templates from Market Center
I would like to be able to share Opportunity Task lists within the stages for other agents, much like we share smartplans. This would be helpful to promote consistency over our MC and would also make onboarding of new agents easier by creating systems for them to follow.
3 votes -
Show Transaction Status on Opportunities Tab
It would save time to be able to see the status of each transaction on the all opportunities page. I'd like to see all on one screen which opportunities have been submitted/approved/denied or if a CDA has been created.
6 votes -
Allow Photo for Recruits
On the contact card for the recruit, we would love to be able to add a photo of them to the Photo Image next to their name.
7 votes -
Filter by Pipeline Stage
Currently you can only filter by The Big Phases, like Cultivate. If you could filter by Pipeline stage it would be easier to grab recruits in different stages for different smart plans instead of having to go through them one by one. For example I have two different stages in cultivate "Follow Up Mets" and "Follow Up Haven't Mets" and the people in each are going to be on two different SPs.
3 votes -
Tagging Associates Auto-Tags Opportunities
As a market center with a business center it would be IMMENSELY helpful to be able to tag associates (rather than individual opportunities so that they autopopulate every opportunity) with a location (MC vs BC) ID tag in order to sort as closings are processed.
3 votes -
Recruit Address Merge Field
When creating Smartplans in CommandMC I would like a Merge field for their Address to pull from the contact card.
3 votes -
Customizable Compliance Statuses
Wondering if we can add a "Reviewed" option for compliance? Like Approved and Returned. We are seeing confusion in our offices and frustration because they see that red returned. Would it be possible to have a reviewed option in Yellow or something? Thanks!
14 votes -
Add Notes to Individual Document Lines
When we are doing Compliance for Opportunities, sometimes I have had the need to put a little 1 or 2 line note on a document line item, that can be seen and accessed quckly by MCA/Compliance staff.
For example, "signed warranty in with closing docs" could easily be added to the Home Warranty document line item and easily seen and read.
Is there a way to add that feature? I think it would save us some time searching, or going back through the comments, to figure out what is what.
4 votes -
Custom Recruit/Associate Activity Types
Currently- the activity options are solely Call, Meeting or Text. Would like an option to log an activity for Email that might not have necessarily been through a campaign. (i.e, an agent conversation)
10 votes -
Compliance Feedback Templates
As a reviewer in compliance it seems I am always always rejecting some items for the exact same thing. It would be nice to go to a clause manager and pick the clause that is already there so we don't need to type it all the time.
10 votes -
Follow-Up Tasks after Task Completion
Would like to be able to assign a follow up task for another member of our Leadership Team to contact an Agent. Example: When I am on a call with an Agent-- if I hear they need help with Tech, I want to assign the MCTT a task to follow up with Agent.
4 votes -
Include Tag History in Opportunity Timeline
It would be extremely helpful for the "timeline" in an opportunity to record tagging information.
For example: If an MCA adds a "DA Created" tag, it would be helpful to know exactly when this was completed, or when a file was "Ready for DA"
including tag info in the timeline will help us track when things were completed and if anything was missed!
4 votes -
Expand All on KW Financial Statement (and Print Expanded View)
Abilty to expand all fields on the KW Financial Statement
37 votes -
Date and Time Stamp for All Opportunity Comments
Each message should have a date and time that it was sent. Currently, the last message is the only one that is visible. When trying to look for dates that the Market center has looked for messages i.e. dates deposit checks were received, it is not there because it is not the last message.
10 votes -
Adjust Opportunity Table Columns
Allow the Compliance Coordinator to define column order, placeholder sort order, document display (zoom) settings for the Complaince review user.
2 votes -
Show Compliance Status in Transaction
Please add a compliance status in Commission Requests for those of us who only provide DAs when compliance is approved.
21 votes -
Allow Clickable Links in Task Description
Onboarding and offboarding could be faster if links to all the relevant websites and spreadsheets can be added to task items. For example: "Add agent to Office Facebook Group [bitly link to our FB Group]"
Currently it is not possible to highlight the text in tasks items, so even non-linked websites are not usable because there is no way to copy-paste them into the address bar.
5 votes -
Customize MAPS Coaches' CommandMC Access
As MAPS Leadership Coaches, our coaching will be more accurate and effective if we had the ability to have view only access to our leadership client's Command MC.
4 votes -
Vital Signs in Standard Reports
The Vital Signs report provides some very important data that can be consolidated and used strategically to positively influence the market center. The use of Contacts, Smart Plans and Opportunities can all be exported individually from the Vital Signs Report and then sorted by KWUID in each. Then you can consolidate them all into one spreadsheet by Agent. Having the export of Command MC data with production info and including the KWUID so you can easily sort that list by KWUID and paste them all together. Now you have a powerful report to strategically target your most productive agents who…
9 votes -
Compliance Requests Timeline
It would be greatly beneficial to have an activity log/ timeline in Command MC Opportunities as a whole (in addition to the already existing timeline within each Opportunity) that only the brokerage admin can see (so we can see our brokerage's admins and our agents). This would help us to see what other admins are working as a whole, as well as refer back to something we recently worked on.
4 votes
- Don't see your idea?