345 results found
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Periodic Report Updates Sent to Email
As much as I love pulling info manually, what if we could subscribe to key reports? These are currently stored in adhoc in WinMORE. Cloudmore could pull, create, and send.
Like, weekly, what did my Buyers Agents put under contract? What did they close? How close are they to cap?
Or, PC program, what did your coaching clients do this week?
Or, OP/TL: Here's the top-down report for this week.
9 votes -
Co-Op Agents on Transactions Report
We LOVE the feature that requires agents to enter the co-brokers name on the offer within Opportunities, and would also love an easy way to search or see the list of co-brokers on recently closed transactions! This is a huge focus of our recruit prospecting, and this would make it easy to see a list of who our agents worked with, alongside details about the transaction. Would make an easy "who to call today" feature for TLs and MCAs!
7 votesHey folks! We are looking to possibly implement this in the future. Two questions for you to answer, when you have the time:
- What information would you need to see for the co-op agent and transaction?
- How far back would you want to see co-op information? e.g. 30, 60, 90 days
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Assign Due Dates for Individual Documents in Compliance Checklist
to allow each document on compliance check lists to have individual due dates set by office. ex: for new listings: exclusive right to sell, MLS active, lead based paint obligations, lead based paint sales disclosure, all due within 72 hours after going under contract. Others due 7 days prior to closing. I would like those deadlines to appear next to each document and notify agent when they are past due.
5 votes -
Incoming Recruit Company Dollar Dashboard
When Command eventually replaces Winmore, would like to see a built in Daily Company Dollar tool that is "smart" enough to predict capping and automatically ignore any projected company dollar for the month that will not materialize due to the agent capping.
8 votes -
Send Notification Button for Associates with Pending Transactions
Easy Button for pending list follow up so we can push right from the (future) pending list in Command. Agent gets a notification on phone asking for status update. It prompts them to change price, date, etc in their opportunity.
16 votes
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