309 results found
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Page 1 and Page 2 of DA Download in One PDF
When we download the Associate Detail (page 2 of the DA) page in the new Transactions, it opens a separate tab for each agent along with Page 1 of the DA. Can we please get it to where they download all in the same tab so we don't have to download multiple pages.
210 votesHi all! Thanks for all of your wonderful feedback so far. The engineering team is considering this idea for implementation, however, we are unsure if this would be the right choice for every Market Center.
Would it be helpful to be able to choose whether to automatically print the DA after moving a Transaction to the Closed status? We want to save clicks, and want to make sure we choose the best option for all MCs when implementing a feature for efficiency.
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Update/Change Commission Split in Transaction
Show and allow us to edit the company dollar split
187 votes -
Provide a "Reject" Option for Termination Requests
There should be a "reject" options for Termination Requests. We (MCAs) understand that an undo button is probably not possible due to listing attachment. However, a reject button should be available. While this would create a delay in the agents' ability to create a new offer, if agents are following proper timeline procedures, there should be enough time between a cancelled contract and a new offer/commission being submitted to allow for an accept/reject option.
183 votesWould it be helpful to have a warning message when agents request a termination to let them know that this is only used when the contract falls apart, and that this is not meant for editing Commission Requests?
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Allow Deductions Based on Gross Commission
Currently deductions are calculated off Net Commissions. It would be helpful to have the option to have deductions, like PC fee, calculated from Gross commissions.
119 votes -
Automatically Upload DA to Opportunity's Closed Documents
DAs in the new Transactions workflow should automatically upload to the Closed documents section in the related Opportunity.
114 votes -
Attach W9 to Vendors
Ability to attach a W9 to a Vendor and a link to the opportunity would be helpful during tax season.
113 votes -
Allow Market Centers to Require Certain Vendor Fields be Completed by Agents
If would be nice if Market Center by Market Center, we could require certain Vendor Fields (ie Title, Lender, Home Warranty) be required for Agents to fill-in.
This would help with MSA, JVs, etc. to be sure that we have clear and transparent reporting for our vendor partners and the ability to track the number of transactions we're completing with each partner.111 votes -
Send Mass Texts to Associates
Since we are in constant contact with our agents about different things in the MC or RE in general, it would be easiest to do it through Command MC since it's always up to date with their contact information instead of typing it out into an excel sheet. or at least be able to export contacts to upload into contacts in Command.
107 votes -
Send Notification Button for Associates When Paid on a Transaction
We work hard to keep all aspects of the transaction and actions needed or taken inside of the opportunity. It's our one-stop-shop for everything related to each transaction.
We currently tag agents in the "Closed Stage" of the Documents Tab to notify them they've been paid, and when/how any cobrokers, referrals, or seller excess checks have been released.
It would be VERY helpful to have a button for MCA's to use that auto-tags the Opportunity as "Paid Out" and sends a pre-formatted Command Notification (with a companion email) to notify the Agent when commissions, cobrokers, referrals, and seller excess has…
106 votes -
Hyperlink Transaction Numbers to Transaction in Reports
Once the report is opened, there should be a hyper link to the Transactions listed in said report.
98 votes -
Allow Only MCA and AMCA to Hit Month End Close Button
Limit Month End Close to MCA & AMCA ONLY. Having the button available for anyone with MC Leader status is a HUGE risk. Please "gray out" the button for all other leadership roles.
96 votes -
Allow Only MCA and AMCA Roles to Edit Transactions
Everyone should not have the option to edit transactions. Only the MCA/AMCA should have access to edit Transactions.
90 votesWe are working on a permissions-based enhancement to Transactions; however, these permissions will likely be a little higher-level than editing transactions!
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Streamlined Payment Process: New CSV Summary Report for Agent Payments
To streamline the process of managing agent payments and reduce the need for manual entry, we propose creating a CSV summary report by deposit. This report should include the following details:
- Deposit Number
- Agent Name
- Address
- Agent Net Amount
- Outside Referrals
- Deductions
- To be Paid/Paid
By consolidating this information into one document, it will significantly expedite the AE entries and ACH payments. An additional benefit would be the ability to import this type of file directly into AE, bypassing the need for manual data entry.
This summary report will serve as a comprehensive reference, allowing for quick verification and processing…
89 votes -
Add Referring Brokerage as Vendor Field
Change how agents input the outside referral, not by searching, or adding by the agent name, but searching /adding the brokerage, (where the MCA can have the broker / vendor library built, with the EIN already set up) then add the referring agent name as a separate, non-linked field. When agents move to other brokerages, that will cut down on maintenance of that library, and the MCA's will ensure the correct W9 information is used for the outside brokerages.
83 votes -
Sort by "Submitted" in Transactions Table
It'd be nice to add a "Submitted" button to the top of the transaction screen to quickly show all the submitted commissions similar to the "terminated" "approved" & "Closed" buttons.
76 votes -
Ability to Add Vendor on the fly for both MC and Agent in Transactions
Need ability for MC leadership and Agents to be able to add a vendor on the fly in the transaction or adjustments sections rather than having to back out and add to vendor list.
64 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.
63 votes -
Add 1099 Agent Income Column
We need a report that shows the agent's net amount (1099 amount) like the DA list from WinMore used to. I've had a handful of agents ask for loan purposes, plus we'll need this report for year-end.
60 votes -
Show Outside Referral Details on Agent Commission Details Page (Referring Agent, Brokerage, Address)
Display an itemized subtotal of the companies paid and the amounts included in the 'Outside Referral' total on the Agent Commission Details Form.
For example, if both ABC Realty and XYZ Real Estate are being paid an outside referral, it is helpful for the associate to easily see that $N.NN was paid to ABC Realty and $N.NN was paid XYZ Real Estate.
54 votes -
Notification Bubble for Notes Added to Transactions
There should be notification of there being a note in a transaction, so we know to open the notes tab
54 votes
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