301 results found
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Add Agent Search to "Our Agents" Section on Website
Currently it just lists our agents by last name alphabetically. The costumer should have the ability to search for a specific name rather than flip through a dozen pages of agents.
2 votes -
Update Last Contacted in Recruit or Associate Card with SmartPlan Touch Actions (Email, Task SMS, Touch Task, Call Task)
For tasks or emails done through SmartPlans should update the Last Contacted for a recruit. Whether it's a touch task, SMS task (since Twilio is not yet supported in CommandMC), email, or call task, it should be considered contacting the recruit. Otherwise, we will have to double input by using "Add Activity" in the Timeline or not count emails as a touch.
5 votes -
Be able to filter production by agent status.
This would allow the option to pull active agent for production, GCI, etc. instead of including everyone for the year.
1 vote -
Custom Permissions for CommandMC
Allow the Compliance Coordinator Role to have access to Transactions. Our transactions processing team needs this to do their job, but they should not have access to all the items an MC Leader has such as our full Recruiting pipeline. Seems silly that the role that is in charge of processing deals and transactions doesn't have access to this part of the program.
11 votesWe are working on custom permission levels for CommandMC users :)
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7 votes
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Include Editor in Timeline Activity
Show who added the comment to the Recruits timeline. Currently have to manually enter your name or initials.
5 votes -
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 -
Associates Tab - Export to CSV or PDF
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.
9 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.
12 votes -
Sort by Associate Birthday or MC Start Date in CommandMC Activity Reports
The user can't sort the CommandMC Activity Reports by associate birthday nor MC start date.
2 votes -
Associate detail link in Opportunity
Make a clickable link leading to any and all Associates' information page within the Opportunity.
3 votes -
Restricted Access to KW Site Pages
Market Center leadership wishes to have a password-protected page on the MC Site only their Agents can easily access, to share and upload resources (links, documents, logos, templates, etc.) . Currently, MC Sites are Consumer-facing only and this functionality is not available in Command/CommandMC, so their only options are third-party platforms/non-KW sites (Google Drive, Google Sites, etc.).
3 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…
11 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.
18 votes -
7 votes
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My Profit Share
when you see "My Profit Share" open an option to add the name of potential people so you can see the date, and also the pipeline of candidates, and can follow up with them to ensure when they do come over, that they would have a date stamp and ensure the MC does the right thing and can check it too.
1 vote -
Ability to Edit Vendors
The ability to edit vendors has disappeared. I had to create an entirely new vendor because the agent missed one letter when they created it. I believe this could mess up reporting and taxes with having multiple of the same vendor.
There is no longer an edit pencil icon nor the ellipses mentioned in the support article below:
https://mcasupport.kw.com/hc/en-us/articles/16744996255123-Edit-Vendors-and-or-Add-Additional-Vendor-Representatives?input_string=no+longer+able+to+edit+or+delete+vendorsBeing able to edit vendors within transactions would be phenomenal as well!
8 votes -
Saving Transaction Prompts DA Print Modal
It would be helpful if the popup for the CDA download options popped up as soon as you click change status: "approved," eliminating the download button.
Same for when editing an already approved CDA, that it pops up when you click "save transaction."
We had this option in Winmore- saving any CDA, new or existing, it would prompt you to print to pdf/etc. as soon as you clicked "save."
3 votes
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