345 results found
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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 -
Auto-Print Deposit Slip & Summary
Having to download and print the deposit slip and summary separately for each deposit takes up a lot of time. For those of us that have multiple business centers that we put on separate deposits and have to do additional separate deposits for each location for checks vs wires received, this can become a huge time suck. It would be wonderful if the reports for each deposit would either auto download in one pdf or auto print.
49 votes -
Show Separate Referral Amounts for Agents on DA
On DAs with outside referrals split between more than one associate, the printed DA no longer adds the amounts together. It would be helpful if the DA had to total amount of the referral being deducted from each associate as one line item on the DA.
19 votes -
Add Clickable Opportunity ID in Transactions Table
It would be very helpful for moving back and forth between Transactions to Opportunities if the ID was readily available on the "quick view" page via a clickable link (like how the Transaction ID is currently clickable). I know that currently you can click the Trans# and then see the Opportunity ID within Property Details, but even that one is not clickable.
8 votes -
DAs Print with Signature and Date
When the CDA is printed, include today's date automatically as well as include an uploaded signature based on the user. This would save time from opening the .pdf, adding the date and signature, then re-saving the file.
23 votes -
Show Notes While Editing A Transaction
It would be great if the transaction notes could be visible on the associate detail screen while editing a transaction. I often have to save the unfinished transaction, go back to the notes tab, then click the pencil again and click through to the associate detail section again to make the edits according to the note.
8 votes -
Map Opp ID and Transaction ID to each other for easier searchablity
Map Opportunity ID and Transaction ID to each other for easier searchability
2 votes -
Search for an opportunity using the transaction ID
Having the ability to search for the opportunity using the transaction ID would be extremely helpful - the same way we could search by DA # previously.
15 votes -
Optimize opportunities search in command
Searching for opportunities in CommandMC Opportunities takes long time to show results. Each search averages between 5-30 seconds. This adds up over time for those that work heavily in CommandMC Opportunities, making their work inefficient.
8 votes -
Associates to Show All Associates in Region for Regional Leadership
The associates section for the region does not currently show all associates for the region and this would be extremely helpful as regional leadership in order to recognize and keep notes as we have conversations.
20 votes -
Automatically Name Reports Downloads
Every report when downloaded as a CSV is just titled widget. I have to go in and manually change the name to know what it is. It would be helpful if it was automatically named the report name and the date. At minimum having the report name would help a lot!
11 votes -
Document: Review tab, Using Arrow key in Comment Box
When reviewing a Document, if you go to reject and enter a comment and you make a typing mistake you have to physically mouse over and click the mistake area or delete all the typed text until you get to that mistake. The arrow keys change which document you are on and it can be very frustrating when typing out a long winded reason why the doc is being returned then lose it all due to hitting an arrow key.
Suggestion is to make it so that when you are in that comment section, arrow keys are only affecting that…
1 vote -
Show AccountEdge Account Names in Balance Sheet
- Notes Payables need to match AccountEdge titles so when leadership is reviewing they understand what the liability i
6 votes -
Ability to add Comments to the DA
We utilize this area to indicate breakdown of commissions and transaction fees or concessions since it is not detailed on the CDA itself and only lists the adjusted GCI.
In addition, we would like to NOW be able to indicate if the Seller, Buyer, or combination of both are paying said commission.
Having this in the comments, rather than adding them separately after printing the pdf ensures this information stays with the CDA in the event it is revised.
67 votes
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