89 results found
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Filter for Opportunity Phases
Please bring back the filter for Consultation, under contract, Listing and closed.
55 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.
44 votes -
Allow the ability to undo/delete a transaction reversal
In the event that the incorrect adjustment type is selected, allow the ability for MCAs to undo or delete a transaction reversal so that the correct type of adjustment can be used, especially if the reversal has not yet been closed. If it is already closed, allow a reversal of the reversal (with its own Transaction ID) so that we can re-submit a new adjustment type. At the very least, give the MCA Support team or Engineering team is ability to do this on our behalf if you don't want it in the hands of MCAs.
1 voteYou can now delete a reverse adjustment Transaction!
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Option to Transfer Company Dollar when transferring an associate between market centers
We are onboarding an associate from another market center and they have paid money into their CAP. As part of Win-Win, we are honoring the money that they have paid into their company dollar at the other market center.
I know this is a case by case basis so it would be nice when on the activate agent screen if it would give the option to transfer company dollar from the previous market center to this market center for accurate projections and so that the agent can feel confident their contributions are counting correctly.
1 voteMarket Centers are now able to complete Company Dollar transfers in Transactions via CommandMC!
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Create a way for MC Leaders to see the name of an associate's Sponsor in CommandMC
There is currently no way for a leader to see who an associate named as their sponsor until the next month's Profit Share Reports come out. If an associate asks if they selected the correct sponsor, there currently is no way for the leader to verify this.
11 votesMC leaders have a field in the Associates' profile labeled "Sponsor Name" where they can view the Associate's Sponsor! :)
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Do not allow emails ending in @kw.com to be set as the password recovery email or personal email.
The great password reset of 2024 proved just how many MC's set password recovery emails as their MCA or TL causing tons of frustration for associates trying to reset their email.
This idea is to not allow any emails ending in @kw.com to be entered as a recovery email.
16 votesIn Associates, MC leaders will now receive an error message if they use a @kw.com email address for the Recovery Email field!
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Could a "rental" classification be added to create a transaction?
We receive dozens of rental referrals monthly. There currently isn't a rental classification in the create a transaction tab.
1 voteLease Transactions are now available in CommandMC!
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Create a Deduction Summary Report
Create a Deduction Summary Report (MTD or YTD.) We run SEVERAL businesses within our Deductions (Transaction Coordinator, PC Coaching, Local KW Cares, etc.) This report gives us the ability to total those deductions at Month-End rather than after every deposit.
78 votes -
List Budgeted Amounts on Income Statement
The budget info is not coming over from AcctEdge to the new Income Stmt format in the Accounting applet. The YTD Budget and Annual Budget data are not accurate.
9 votesbudgets are included. This may have been a bug due to the conversion process from the old to the new financial statment tools.
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Shared Royalty and CO$ Caps for Husband/Wife
Connect Husband and wife royalty caps so they calculate together.
6 votesThis has been released! Hooray! Check out our leadershipanswers.kw.com article to learn more: https://leadershipanswers.kw.com/hc/en-us/articles/32778510168467-Set-Up-Shared-Royalty-and-or-Company-Dollar-Cap-for-Spouses
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Ability to Print KW Invoice to PDF
Please allow the ability to print the KW Invoice as a PDF in its existing layout, similar to the Profit Share Calcs PDF format from WinMORE. The current help article recommends taking a screenshot and downloading the image. This not only reduces the image quality dramatically but it also adds an image file to our file folders instead of a PDF. Not everyone has a photo viewer installed on their computer in order to open image files.
13 votesThis has been released! You can now download and print the KW Invoice when you're in that tab in Month-End Close.
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Report with Agent CO$ and Royalty Caps
Add columns that show the total paid in Company $ & Royalty so we know when they are getting close to capping.
31 votes -
YTD Closed Transactions per Associate in Standard Reports
We need a report that lists our associates closed transactions, that we can pull for a selected date range. This report should allow us to separate each associate on a new page, and list the totals for the included transactions.
26 votes -
Allow for Concession Equal to Commission Amount
Currently, we are not able to waive the full gross commission by making a concession total the amount of the gross commission. We get an error message that says the concession amount must be less than the gross commission amount. On personal transactions where an agent is capped on both Co$ and Royalty, we allow the waiver of all commissions. This was an option in WinMORE but is not an option in CommandMC Transactions.
4 votesThis has been released! Hooray!
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Print Deposit Reports from Previous Months
Allow MCA's to view and print Deposit reports from previous months. No need to edit. Only view.
40 votesThe Deposit Summary Report is now available via download in the Deposits tab for Transactions users! Hooray!
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Simplify Adding Activities/Tasks to Recruits
It takes too many clicks to add a task to a recruit, and it is very hidden. You have to click on Tasks, then change checklist task dropdown to "Other Task" before the button to add task appears. The button should just be there when you go to tasks. In all honesty you shouldn't have to click tasks at all there should be a button available to do multiple tings including tasks to a recruit card. All these extra clicks take extra time. My TL said to me the other day that it feels like all she does is data…
14 votesWe have released simplified activity recording for Recruits! Check out the + symbol in Recruit Pipeline, Management, and Recruit records to add an activity quickly!
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Date Entry in x/x/xx Format
When entering the date, change it to where we don't HAVE to put xx/xx/xxxx. It would be much faster and easier to have it like Acct Edge, where we can put anything like 6.1.24 or 6/1/24 and it pops in 06/01/2024 for us.
31 votesThis is now available in Transactions! Dates are now able to be picked from a calendar or typed in without the "/" character. Hooray!
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Deductions Report per Associate in Standard Reports
Need a Deduction Report for Year End. Agents need the Total Transaction Fees paid for tax filing.
64 votes -
Associate Cap Progress for MC Leaders
The agents can now see their progress in their CAP whenever they want via their profile... but the MC can't see it like the agents can! We want to be able to access that information as well, instead of having to search for their most recently closed deal. So many agents come to us and have questions about their cap and we have to go digging instead of being able to pull up their current status immediately.
24 votesThis has been RELEASED! Check out the Caps and Splits section of your Associates' records to see their progress on their caps! Hooray!
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Agents Capped This Period Report in Standard Reports
Recreation of winmore Capped agents this period is a must! We celebrate our cappers monthly and without this report we have no way of pulling this data.
It would also be helpful for some sort of alert to pop up when closing the Transaction to highlight that the agent as just capped.262 votes
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