276 results found
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Display Military Affiliation and Languages in Associate Record
It would be helpful for Leadership to have the ability to find all MC Associates who add a military affiliation to their Marketing Profile. Alternately, adding that field to their "My Profile" and making it possible for Leadership to search and filter Associates for both Military Affiliation and Languages spoken from within the Associates Applet.
2 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 -
Allow Closing Date in Future for Transactions
In a state where we hold Escrow, we prepare our listing transactions ahead of closing so that any seller excess is able to be brought to closing attorney or ready to be picked up/delivered once the property is on record. Right now, in order to do this, we have to change the close date to the day the checks are being prepped and it causes confusion as to when the property actually closed. In winmore we had this ability so long as it remained in the current month and we really need this feature back!
2 votesCan you tell us more about this? Would you like to be able to change the date after the fact, or select a Closing Date in the future? What action would be necessary to fix this pain point? :)
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2 votes
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2 votes
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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 -
Bulk Action: Remove from Pipeline
Add a bulk "fall out" action to move recruits out of the pipeline
2 votes -
2 votes
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Associate DBA and Incorporation Name Report
It would be helpful to have the criteria in reports for Associate DBA Name and Incorporation Name. Also, to include address for Associate's Incorporation.
2 votes -
Allow Operating Principal to add/remove team members
The Operating Principal wants the ability to add/remove team members in the CommandMC Administration applet. Having to rely on other leadership roles is not efficient for them.
2 votes -
Show KWRI Expenses in Command (MAPS, Events, Trainings, Marketplace)
I would like a portal for the agent to see all of their KWRI expenses - MAPS/EVENTS/TRAINING/MARKETPLACE with name, date charged, etc. There is not one place for them to collect that information at year end currently and they have to email multiple departments to get their expenses
2 votes -
Bulk archive compliance requests
The ability to bulk archive compliance requests in CommandMC Opportunities would dramatically increase efficiency
2 votes -
Opportunity List Remains Sticky after Clicking into Opportunity
Currently, when viewing a section of Opportunities in Command MC (e.g., 51-100), opening an Opportunity and then navigating back resets the list to the first set (1-50). This disrupts workflow by making users lose their place in the list.
2 votes -
Allow a filter in reports (even custom reports) that pulls the "agreement won" date.
We use "future business" as a celebration in our MC. As of now, we use tags to identify a new BBA or ESLA signed during a calendar month. It would be ideal for agents to put that date in the Opportunity and have a filter for that in the Reporting Applet to alleviate excess time for research on the Leadership side.
2 votes -
Deductions for Listing/Sales Transactions
Deductions that are mandatory for the MC are automatically mandatory for all types of transactions/pipelines. Need to be able to separate automatic deductions for Listing transactions versus automatic deductions for Buyer transactions. We only charge a $295 BAC on the Listing transactions and either we have to manually catch and add the deduction, or we have to manually catch and remove the deduction on the buy side. Too many variables for errors right now.
2 votes -
KW Birthday Smartplan
We want to use the Keller Williams Birthday Smartplan in Command MC, since it is set up to go out on Agents and Recruits birthday's. The final step in the smartplan is either a Twilio text or a task. Because Command MC does not have the Twilio integrations yet the last step is converted into a task which you then will have to do, and not something that goes out automatically.
Can KW create a similar Birthday smartplan but the last task instead of Twilio is an email, so we can automatically email on their birthday's?
2 votes -
2 votes
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The "Close Date" in transactions needs to feed from the Estimated Closing Date in Opportunities
The agent is not able to change the "closing date" in opportunities once submitted. They can change the Estimated Closing Date. When we had WinMore we had to manually go in and change closing dates once they were updated - I was hoping the Command MC would alleviate that process but as it is it actually has made it a longer process. If the Close Date in Transactions would feed from the Estimated Closing Date in Opportunities it would make the Projected Closing report accurate without having to manually change it. Thanks
2 votes -
Search by KWUID
Request the addition of KWUID as a search parameter within the Associates applet to enhance our ability to locate associate records more efficiently. Currently, the absence of this parameter limits the ease with which we can directly access records tied to specific KWUIDs.
Request Details:
Feature: Addition of KWUID as a searchable field/parameter within the Associates applet.
Purpose: To enable users to search directly by KWUID, improving access speed and data accuracy.
Expected Benefits:
Efficiency in locating specific associate records.
Enhanced Data Management by ensuring quick access through a unique identifier.
Improved User Experience for all users of the Associates…2 votes -
Allow Any Name in Referral Field
In recruit card for the lead source referral you can only add a name of a current KW agent/leader. We get recruit referrals from other individuals (affiliate partners, prior KW agents etc.) It would be helpful to add the name of the actual referring individual.
2 votes
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