313 results found
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Bulk Action: Reassign Recruit
Be able to unassign recruits from a previous team member/team leader after the team member has already left the office. Right now, you can't filter by previous team members.
3 votes -
Add a Column to show the states an agent is licensed.
Adding a column that shows which states the agents are licensed in. Many in my MC are licensed in two states and sometimes one or both will lapse but we don't have a good way to communicate that to other MC Leaders.
3 votes -
Blog Page for MC websites
Make the Blog Page that is available in agent and team websites available to MC websites. We have the ability to write a blog but no way to neatly display them. For us, we're planning to use these blog posts to showcase our training classes for the month. We don't want to create a new page for recurring classes, but this method would allow us to select or deselect those we want to feature so agents can see what's going on in the coming weeks for training and then can click for a more detailed description of the class.
3 votes -
KW Connect Reports Status Tracker
Every month during transmittal time we have the 3 days we wait for transmittal to finish, then have to wait and check, wait and check, wait and check to see if report are finished. By now I assume you have the statistical data to know how long the report monster takes to churn out the millions of PDF reports. What if... you had a status tracker (just like the Dominos Pizza app) that shows you a progress bar from Transmittal Day 1 to Final Report delivery showing estimated time and current status!?!?!?
3 votesFYI, KW Connect Reports are always uploaded before the 7th business day of the month, so even though we don't have an exact time, know that they will always be up by that point! :)
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Filter by Pipeline Stage
Currently you can only filter by The Big Phases, like Cultivate. If you could filter by Pipeline stage it would be easier to grab recruits in different stages for different smart plans instead of having to go through them one by one. For example I have two different stages in cultivate "Follow Up Mets" and "Follow Up Haven't Mets" and the people in each are going to be on two different SPs.
3 votes -
Recruit Address Merge Field
When creating Smartplans in CommandMC I would like a Merge field for their Address to pull from the contact card.
3 votes -
Share Opportunity Checklist Templates from Market Center
I would like to be able to share Opportunity Task lists within the stages for other agents, much like we share smartplans. This would be helpful to promote consistency over our MC and would also make onboarding of new agents easier by creating systems for them to follow.
3 votes -
Change Document Requirement per Opportunity
Sometimes a conditionally required document might end up being fully required based on previous documents or home build dates, etc. Allow Compliance to change the label to fully required if a document ends up being fully required to eliminate confusion.
3 votes -
Add Search Function When Adding Tag inside Opportunity
When looking at a list of submissions, you can search for/ add a tag to an opportunity by typing it in. However, once you go into the opportunity, you cannot search for/ add a tag by typing it in. You have to scroll. The search function seems to only be numeric. Please make the tag search function while in an opportunity work with letters.
3 votes -
Tagging Associates Auto-Tags Opportunities
As a market center with a business center it would be IMMENSELY helpful to be able to tag associates (rather than individual opportunities so that they autopopulate every opportunity) with a location (MC vs BC) ID tag in order to sort as closings are processed.
3 votes -
Link to Associate Record in Team Tool
If you are in a team roster and need to look further into an agent profile, you have to go out of the team, to associates and look them up individually. This can be incredibly time-consuming when working with larger teams. It would be great to be able to access individual agents' profile while in a team roster!
3 votes -
Have agents choose why the transaction terminated.
Currently, if an agent terminates a commission submission, then when I go to mark it as Terminated, it asks me why it terminated.
Can we have that option flipped to where the agent chooses why it terminated since they're familiar with it and I don't have to go track down why it terminated.
If there was then a report we could pull to see why contracts are terminating, would be great as well.
2 votes -
2 votes
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2 votes
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Compliance is very slow to open opps, folders and docs
Is something making clicking through compliance opportunities much slower? It's taking too long to open opportunities, folders, and documents since the recent upgrade/change.
2 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 -
2 votes
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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 -
Add "Amharic" as a language
When an agent joins us there is no option for them to select "Amharic" as a second language.
2 votes
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