264 results found
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Email Designs in CommandMC
For CommandMC email designs there is no option for pretty email designs and just text only. Would love to see a feature to import email designs into CommandMC.
25 votes -
Bulk Download of Agent 1099 Report
I love the new 1099 Report for agents! I want to share them with my associates. Right now, you have to click into every report for download and when you go back to the list, you have to CLICK the prior year and SCROLL every single time rather than to where you left off.
We have 440 agents, and this will be SO time consuming. In a perfect world, we could bulk download the PDFs with names. And if we could just open the link in a new tab OR go back to where we left off on the back…
16 votes -
Make the CommandMC Reports dashboard refresh automatically on a daily or hourly basis
The CommandMC Reports dashboard data is not being refreshed daily. I would love if it would refresh in real time similar to command.
3 votes -
Allow a filter in reports (even custom reports) that pulls the "agreement won" date.
We use "future business" as a celebration in our MC. As of now, we use tags to identify a new BBA or ESLA signed during a calendar month. It would be ideal for agents to put that date in the Opportunity and have a filter for that in the Reporting Applet to alleviate excess time for research on the Leadership side.
2 votes -
Deductions for Listing/Sales Transactions
Deductions that are mandatory for the MC are automatically mandatory for all types of transactions/pipelines. Need to be able to separate automatic deductions for Listing transactions versus automatic deductions for Buyer transactions. We only charge a $295 BAC on the Listing transactions and either we have to manually catch and add the deduction, or we have to manually catch and remove the deduction on the buy side. Too many variables for errors right now.
2 votes -
KW Birthday Smartplan
We want to use the Keller Williams Birthday Smartplan in Command MC, since it is set up to go out on Agents and Recruits birthday's. The final step in the smartplan is either a Twilio text or a task. Because Command MC does not have the Twilio integrations yet the last step is converted into a task which you then will have to do, and not something that goes out automatically.
Can KW create a similar Birthday smartplan but the last task instead of Twilio is an email, so we can automatically email on their birthday's?
2 votes -
Show Referral Agent Name on DA
Example: Keller Williams Eastside (Agent: Jane Doe)
This would stop a lot of calls we get from other MCs to find out which of their agents should be paid out on a referral. Escrow sometimes will only send a check, no copy of DA, no Final SS, so they have no clue who to pay out.
Right now, escrow has no clue unless the agent sends them a copy of the actual referral agreement. So, the other MC has to call our MC to find out. This would help our MC from not having these calls plus escrow wouldn't be…
7 votes -
unsubscribe
Would love a push notification that alerted us to recruits that unsubscribe so we can update notes/marketing accordingly
6 votes -
2 votes
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Change Font/Add Spacing to Income Statement
When you look at the Income Statement (WinMore No More) all the numbers look like they're running together. Are we able to change the font or add some spacing to break up the columns? For instance, the YTD Actual, YTD Budget, and YTD Variance numbers all look like they could be one big number. (The spacing prior to WinMore No More was great.)
4 votesHi there! Can you explain a little more where you are referring to? Accounting applet data table or the printed version or somewhere else?
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Delete all tasks linked to archived contacts
When a recruit is archived, tasks that are linked to that contact should automatically be removed from the task list instead of remaining on the list with the "Linked to" column showing "[Deleted Contact]".
4 votes -
5 votes
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Show Confetti at Command Login for Capped Associates
MCA Dept would like a "Send Confetti" to associate who has just capped. When they log into their Command, a "Congratulations You Are Now Capped!"... message appears to celebrate their achievement.
19 votes -
Co-Op Smart Plan
Once a closing happens an auto email will send to the co-op agent. Thanking them for the transaction.
Here is a PDF of an example that another firm uses
https://drive.google.com/file/d/1ac8XdD_WfGoHJJ21oj_TfrojHLwUjGbn/view?usp=drive_link
8 votes -
Add security level to agents commissions in a team
When creating and submitting a transaction from an agent Opportunity within a team, make sure the commission amounts after the split are only visible to the connected agent, keeping the commission values of other agents confidential. Usually, in large teams, the team admins will be responsible to create that Opportunity and enter all of the commission details so that agents don't know about the splits.
7 votes -
Do not allow duplicate MLS ID
If a Market Center has a MLS ID, do not allow the system to let that MLS ID be added to any other CommandMC. Allowing duplicates is causing all kinds of listings issues when another MC adds it accidentally. This means associates cannot find their listings to submit offers.
9 votes -
The "Close Date" in transactions needs to feed from the Estimated Closing Date in Opportunities
The agent is not able to change the "closing date" in opportunities once submitted. They can change the Estimated Closing Date. When we had WinMore we had to manually go in and change closing dates once they were updated - I was hoping the Command MC would alleviate that process but as it is it actually has made it a longer process. If the Close Date in Transactions would feed from the Estimated Closing Date in Opportunities it would make the Projected Closing report accurate without having to manually change it. Thanks
1 vote -
Allow Become User for Command Users
Many apps have options in them where you can see the client's account how they see their account from an admin position. I think this is known as "View As" or "Impersonation"
Salesforce, WordPress does this and so does Circle.io, the community platform.
As Leadership, we frequently need to access an agents account to assist them with something or provide a service. For example, we will go in and schedule a social media post on their behalf as a service or we will attempt to replicate an error so we can record the Loom and submit a ticket. If we…
20 votes -
Search by KWUID
Request the addition of KWUID as a search parameter within the Associates applet to enhance our ability to locate associate records more efficiently. Currently, the absence of this parameter limits the ease with which we can directly access records tied to specific KWUIDs.
Request Details:
Feature: Addition of KWUID as a searchable field/parameter within the Associates applet.
Purpose: To enable users to search directly by KWUID, improving access speed and data accuracy.
Expected Benefits:
Efficiency in locating specific associate records.
Enhanced Data Management by ensuring quick access through a unique identifier.
Improved User Experience for all users of the Associates…2 votes -
Filtering Opportunities By Tags Effectively
Filtering by tags is not effective, because when applying 2 or 3 tags to search by, it brings up all the opportunities that have ANY of those three tags on it, but I need it to filter opportunities that have ALL of the 3 tags - for example, searching for opportunities tagged as "December Closing" and "Invoice to be Sent" brings up any opportunities that have a December tag on it, even if it doesn't have the invoice tag, AND any opportunities tagged with "Invoice to be Sent" even if it doesn't have the December tag, this makes it difficult…
7 votes
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