265 results found
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Remove auto approving commission requests
When an MCA edits something in a commission request, upon clicking save the commission request is automatically approved. I need to be able to make edits before agents click the final approval. Like for adding a wire fee or a private deduction etc.
There is still a MAJOR need for agents to be able to review commission requests and submit prior to an edit of an MCA or AMCA.
13 votes -
Allow 0 Units and $0 Volume for Recurring Lease Transactions
We have had trouble tracking commercial properties in Command MC because the Units & Square Footage info populate in the same tracking column.
To help consistency we made a policy for Commercial Leases to take the entire volume on the FIRST transaction and the remaining will be at $0. It will help us track more ACCURATELY what is being closed by not processing a lease as an Outside Referral. Although now the system won't let us process a lease for $0.
We implemented this after listening to the MCA call with the Commercial team and now the process is broken…
10 votes -
Advanced Filtering for Recruits
Advanced filters like have been added to personal command are needed.
Such as:
Smart Plan > includes > choose from smartplans
Smart Plan > excludes > choose from smartplansLast contact, last updated, created, lead source, tags, etc. All available with the includes, excludes, none, etc
16 votes -
Show CommandMC at Login (Default View)
Instead of logging into Agent Command, MC Leadership should have the option to sign in directly to the CommandMC Dashboard & Include a tasks widget on the CommandMC Dashboards.
5 votes -
Make Key Metrics Report Printable
Key Metrics and the KWRI Invoice in Transactions -> Month End Close should be able to be seen after transmittal. Why do we have to take a screenshot every month? Can we make it as a report or be able to pull like we do our balance sheet and income statements?
13 votes -
Pathway in Opportunities
Since Command was started, inside an Opportunity, on the Documents tab, we were able to click a link above the name of the Opportunity (upper left corner) labeled something different than it is now and I can't remember the original label - maybe "Back" or "Opportunities" that made it very easy to go back to searching for the next Opportunity to work on. Now it says "Compliance".
I realize that I can click on the Opportunity icon in the left margin and use that to find an Opportunity, however, if I have the screen split (Dotloop on one open side,…
2 votes -
Transaction Coordinator Role in Command MC
At our Market Center, we have an in-house Transaction Coordinator. While we don't want that person to be able to have log in access to everyone's Command account, we would like for her to be able to create opportunities under that agents name without logging into their account.
It would be great to have a Transaction Coordinator role in CommandMC where they can create an opportunity then select which agent that opportunity is for. That way they don't have to log in each agent's Command and those opportunities will be able to populate on the agent's Command and in CommandMC.
143 votes -
Sort by Production YTD in Associates
In the Associates tab of Command MC - let's be able to click at the top on the production tab and have it filter into a top down production level of all of our associates. A year to date top down with a click!
6 votes -
Show Production Status in Associates Table
Display the associate's production status in the dashboard - an easy way to see if the associate is active, referral only, or an admin. This would minimize the clicks we'd have to make to verify.
2 votes -
Easier Report Downloads
Can we just have a simple download like KWConnect used to? PDF and CVS/Excel options are still great. However, the amount of steps I have to go through to download one report is a huge time waste.
2 votes -
Opportunity count by phase
It would be wonderful if when I click Filter so that I can select a compliance status, that the unit count would be there to the right again. It's awesome to know how many of each status are waiting for my eyes to review.
5 votes -
Last Submitted Sort
The default sort is the most recent submission on top - I can click the arrow and it toggles to the oldest submitted - once I perform the review and return to the compliance screen. I have to re-sort it again - it wont stay as I set it
5 votes -
4 votes
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Compliance is very slow to open opps, folders and docs
Is something making clicking through compliance opportunities much slower? It's taking too long to open opportunities, folders, and documents since the recent upgrade/change.
4 votes -
Awards for Large/Small Teams
In our region, we have alot of Mega groups - think 30+ people. I have in my MCs a bunch of smaller groups (under 10 people) that do impressive numbers but they will never get recognized for awards because the mega teams just outproduce them significantly. I'd like to see us filter our groups based on agent count of the team so that the smaller groups can get some recognition as well.
17 votes -
Add "Back to Opportunity" Button when Viewing Opportunity
The user is suggesting that a "Back to Opportunities Search" button/link be added alongside the "Compliance" link at the top-left corner of the opportunity when reviewing opportunities via CommandMC.
11 votes -
Remove Recruits from SmartPlans after KW Invitation is Complete
When a recruit is moved to the “committed” stage of the recruiting pipeline, have a setting in Smartplans that will allow that pipeline movement to stop active recruiting Smartplans from going to that recruit. Example: Susan is a recruit that says “yes” to the kw office. When Susan is moved to the “committed” stage of the pipeline, the active Smartplans going to her as a recruit would end. Then, once Susan onboards, she can be effectively added to associate-based Smartplans. This automatic function would be a time saver and also help us stay on top of the communication she is…
10 votes -
Bulk Action: Remove from Pipeline
Add a bulk "fall out" action to move recruits out of the pipeline
2 votes -
6 votes
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Separate Groups and Teams in Market Center Rankings Reports
Add Teams Rank Metric in Rankings Within Market Center report. The report currently combines teams and groups into one. The existing Rankings Within Market Center report in MyKW allows you to choose from Individuals, Individual Teams, Teams, and Groups. The migrated report omits Teams (Non-Individual).
20 votes
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