264 results found
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Simple Report Options in Command MC
When I was at Family Reunion this year, I spent some time at the Command MC area and we tried to get certain reports created but were unable to, so they asked me to submit a request.
Please add the option to use the agent's personal email to all reports, many agents do not use their KW email. Or can you create a report with the following parameters: Agent Name, Personal Email, Production, Time Frame. Cheers Nate
4 votes -
4 votes
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YOY Volume and YOY Units Sorting in Recruit Table
This brought to me by my OP at my market center. The new update "Find Agent" in Command MC Recruits is great. While a few columns are sortable the YOY Volume and YOY Units columns is not sortable. Making it sortable will allow TL or OP to look at those numbers and see agents with challenge in YOY numbers.
1 vote -
Add Legal Name Field in Recruit Card
I have many recruits that come in with a preferred name different than their legal name. For the use of SmartPlans, I put their preferred name in the contact card first and last name area. I then have to make a note of their legal name for future reference. However, having to scroll through the timeline or notes to find the "Legal Name" or having to remember I have that note throws off some of my systems. It would be great to have a Legal Name field like Command Contacts have or even an option to create Custom Fields for…
1 vote -
Multiple Recruit Pipelines
Make the recruiting pipeline mirror (visually) what the Command Opportunities Pipeline is for Buyers, Sellers, Rental. Instead of those categories it would be Unlicensed, R1, & R2 Pipelines.
This would allow for leadership to create systems in the recruiting pipelines that are appropriate for each level of productions. We are currently running over 10 stages in active recruit in order to use the pipeline tasks as SOP for each recruit.
It has become clustered and made ease of use difficult
4 votes -
Show Email Sent in Associate Timeline
Now that we can send one-off or bulk emails to Associates from CommandMC (thank you!), when selecting the email from the timeline we should be taken directly to the email sent, just as it happens in the Contacts applet in Command.
6 votes -
Send Mass Texts to Associates
Being able to text associates and recruits in CommandMC is a MUST. Having to have information in 2 places just does not work. Stuff gets lost in the mix - staff cannot see who has contact or for what. It all needs to be kept together
145 votes -
Associate DBA and Incorporation Name Report
It would be helpful to have the criteria in reports for Associate DBA Name and Incorporation Name. Also, to include address for Associate's Incorporation.
2 votes -
Allow Operating Principal to add/remove team members
The Operating Principal wants the ability to add/remove team members in the CommandMC Administration applet. Having to rely on other leadership roles is not efficient for them.
2 votes -
First Closing/First Listing Report
Please add the first closing/first listing report in CommandMC reports like we have in MyKW reports.
14 votes -
Show KWRI Expenses in Command (MAPS, Events, Trainings, Marketplace)
I would like a portal for the agent to see all of their KWRI expenses - MAPS/EVENTS/TRAINING/MARKETPLACE with name, date charged, etc. There is not one place for them to collect that information at year end currently and they have to email multiple departments to get their expenses
1 vote -
Have the ability to Sign documents in the Private Folder of an Opportunity
We need a space where private documents need to be uploaded and signed by the Broker of Records. This ability exists in the three other folders, Listed, Under Contract and Closed. The user can simply select an uploaded document and then click "Sign documents" at the top of the page.
9 votes -
4 votes
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Delete CommandMC Lead Sources
This should apply to recruits and track through to associates. Command MC should have the ability to delete custom recruit lead sources. It's like custom tags, when systems change, the available lead sources need to be updated for a cleaner more streamlined systems.
10 votes -
Bulk archive compliance requests
The ability to bulk archive compliance requests in CommandMC Opportunities would dramatically increase efficiency
2 votes -
Opportunity List Remains Sticky after Clicking into Opportunity
Currently, when viewing a section of Opportunities in Command MC (e.g., 51-100), opening an Opportunity and then navigating back resets the list to the first set (1-50). This disrupts workflow by making users lose their place in the list.
2 votes -
An agent applet showing compliance status for upcoming completions on Agent Homepage
Our Market Center relies exclusively on Command for document submissions and compliance coordination. A major problem we face is that agents frequently miss Command notifications regarding returned documents, often due to the high volume of emails they receive, or Command app notifications being dismissed due to the inability to view compliance requests effectively through the app.
My suggestion is to add a dashboard applet displaying the compliance status of upcoming completions to the Agents Command homepage. This could include completions within the next two to three weeks, or perhaps the next four to five completions regardless of date. It's unclear…
15 votes -
Appointments Show in Timeline
Allow logged appointments in Command MC to populate on the recruit and associate card timlines.
Currently, logged appointments do not appear on the recruit or associate card timelines and require looking in two different tabs. It would be great to see these on the timeline with other events.
14 votes -
3 votes
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Include the "Referrer" and "Notes" Fields on Export
If the Market Center is being sold to a new Market Center, we want to ensure that all recruit details, such as the "Referrer" and recruit "Notes," are included in the export CSV file when the recruits are exported and imported to the new Market Center.
3 votes
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