269 results found
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Duplicate a Recruit Contact in CommandMC to a Pro-Coach Account in Command
When adding a recruit in commandMC it would be wonderful if there was a check box or option to add recruit to a pro-coach account in command. (for newsletter smartplan options) At this time we are adding recruits in commandMC and then having to go to command and add them again in a pro-coach account. Thank you so much for your time!
1 vote -
Re-Implementation of the Clock symbol to show that there is more than one version of a folder in Opportunities
With the new update, the clock icon to display that there is more than one version of a folder was removed from the compliance dashboard, as well as the documents section of the opportunity as well. The removal of this icon makes it difficult to know that an agent has created a new version of a folder, so having it reimplemented would be highly valuable.
13 votes -
Automatically remove Smartplans from Recruit when moved to “committed” stage in pipeline
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…
3 votes -
Improve the new Compliance Viewer Filters and Queue
We need all of the same filters we used to have in the old Compliance Queue, readily available off to the side just as before. It is incredibly counterintuitive to have to open a filters tab and then select filters and then click save. This change turned a one-click action into a 3-click action. We also no longer have the ability to filter by Opportunity type and event, this is extremely important for training new admins in market centers. Seeking input from Market Centers using this technology prior to overhauling an entire section of command used to be the norm…
25 votes -
Enhancing the new Compliance Request experience
The user had some valuable feedback to provide for making the new Compliance Request feature better for all market centers.
2 votes -
davesnk
Please bring back the filter for Consultation, under contract, Listing and closed.
34 votes -
New Compliance Applet - Add back Filter by Compliance Event
Our MCA office has the new Compliance Applet and they used the filter by folder (might be also called Compliance Events/checklist events) for Listed, Under Contract, and Closed. Right now, this option is not available and is very useful if you need to find a specific Opportunity that has just submitted their Under Contact folder or another folder and not just closed. This feature was available in the old Compliance Applet yet it's not available in the new Applet.
26 votes -
Add notifications when SmartPlans are unsuccessful
We need some kind of notification when SmartPlans fail to send for any reason. I have added several KSCORE recruits to the SmartPlans, and have to look at their Timelines to discover whether my SmartPlan is actually reaching them after they inform me that they haven't received anything. I would prefer the system to help us be a bit more proactive so we can correct problems before our recruits say they haven't heard from us.
1 vote -
Documents Tab for Associate Card
Associate record compliance is a huge issue. Having a documents tab for the associate card (similar to what we have in opportunities) will help secure some of our agent data a little bit better.
Have spots to upload documents that are required for all MCs (W9, P&G Acknowledgement, Detail of Splits and Fees, ICA, etc) and the ability for the MC to add additional documents used in the MC.
Password protect documents with sensitive information. Limit who can access those docs.
28 votes -
Add a bulk "fall out" action to move recruits out of the pipeline
Add a bulk "fall out" action to move recruits out of the pipeline
1 vote -
2 votes
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Add Teams (Non-Individual) Rank Metric in Rankings Within Market Center report.
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).
10 votes -
Print All Reports at Month End Closing
Link to be able to Print All Reports at once at Month End just like winmore had this option instead of us having to click each. This will save time and help with not forgetting to print certain ones
3 votes -
Commercial Reporting
Seeing property types & subtypes in reports is very helpful! Although, the way commercial is being tracked has really skewed unit & volume measurement.
Depending on the type of transaction, some commercial properties are measured by square footage not units. In this case, the Square Footage is populating into the UNITS portion of Reports. It makes tracking volume & units accurately really difficult. I would like to see that value moved to its own column at the least. Although, there is an opportunity for specific commercial reports, too!12 votes -
Appointments Reminder during MEC
I would love to see a prompt when you close the month asking if your appointment numbers are correct before actually closing the month. All other sections - # of contracts, listings, agent count, CO$ - they all tie back to something else but appointments do not. I miss being able to double check that part like Winmore used to ask us.
17 votes -
3 votes
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Prevent Incorrect Auto-Population of Seller Name in Transactions
Currently, when creating a transaction in CommandMC, the Seller Name field is auto-populated incorrectly with the Buyer’s Agent name instead of the actual seller. This is causing confusion among Market Centers and agents, as the expected behavior is for this field to remain blank or pull in accurate seller data if available.
To improve accuracy and ensure the correct workflow, we request an enhancement that:
• Prevents the Seller Name field from auto-populating with agent data
• Allows users to manually enter the correct seller information
• Ensures consistency across all transaction types (Sale, Lease, Referral)This update will help…
3 votes -
Make Reports Easier to Read
Whenever I download PDFs for reports to send out to agents, they are small and hard for them to read. An updated version of the reports where the PDF download is bigger would make it easier for everyone involved.
3 votes -
Cap Status Graphs Should Use Agent Royalty Paid not MC Royalty Paid
Currently, the Royalty Cap progress bar that agents see is based on Royalty Paid by MC. It would make things a lot easier if their royalty cap status and transactions were based on royalty paid by associate, this way if we have royalty issues, the agent would only see their cap status reflected based on what they've actually paid in, and would make collecting the missing royalty on a previous transaction a lot easier.
2 votes -
Display MC number or name in URL of any Command MC sections
Show MC number or name in URL of any Command MC sections for instance ?office=Stamford (or something alike)
2 votes
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