314 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.
1 vote -
Compliance
When an offer is Terminated, it would be great to have the Documents from Version 1 go right into version 1 and reset the file placeholders.... vs. agents "Updating" a single file. That way Broker/Legal can search older versions of Documents. Many associates/TC's dont know to use a new version - unless Broker catches it and advises a new version to be used.
1 vote -
Make Key Metrics Report Printable
Key Metrics and the KWRI Invoice in Transactions -> Month End Close should be able to be seen after transmittal. Why do we have to take a screenshot every month? Can we make it as a report or be able to pull like we do our balance sheet and income statements?
1 vote -
Show Production Status in Associates Table
Display the associate's production status in the dashboard - an easy way to see if the associate is active, referral only, or an admin. This would minimize the clicks we'd have to make to verify.
1 vote -
Easier Report Downloads
Can we just have a simple download like KWConnect used to? PDF and CVS/Excel options are still great. However, the amount of steps I have to go through to download one report is a huge time waste.
0 votes -
After a Broker fully approves an opportunity folder, an associate can upload a document and change the status of the folder. If the opportun
After a Broker fully approves an opportunity folder, an associate can upload a document and change the status of the folder. If the opportunity folder is locked up after Broker approval, Brokers won't have to go back into opportunity and re-approve the folder. MC compliance status queue will be accurate. Associates can still upload documents into custom folders of the opportunity if needed, which won't change the status of the opportunity.
1 vote -
task
The change to MC Tasks this week has not been a good one. I think the idea was to have it mimic the Agent side, but it's too antiquated. It would be great to have it made simpler with fewer clicks and less filtering required.
1 vote -
YOY Volume and YOY Units Sorting in Recruit Table
This brought to me by my OP at my market center. The new update "Find Agent" in Command MC Recruits is great. While a few columns are sortable the YOY Volume and YOY Units columns is not sortable. Making it sortable will allow TL or OP to look at those numbers and see agents with challenge in YOY numbers.
1 vote -
Add Legal Name Field in Recruit Card
I have many recruits that come in with a preferred name different than their legal name. For the use of SmartPlans, I put their preferred name in the contact card first and last name area. I then have to make a note of their legal name for future reference. However, having to scroll through the timeline or notes to find the "Legal Name" or having to remember I have that note throws off some of my systems. It would be great to have a Legal Name field like Command Contacts have or even an option to create Custom Fields for…
1 vote -
Add Amharic as a Language
When an agent joins us there is no option for them to select "Amharic" as a second language.
1 vote -
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
1 vote -
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
1 vote -
1 vote
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Refreshed Recruit Metrics Reporting
Look at the different reports that Broker Metrics can create and create them for Command. Give ever agent the ability to pull town, county, area comparison. Agent to Agent comparison. Office to Office comparison, Brokerage to Brokerage comparison. See agent counts for different brokerage. Possible at some point making some of these reports a simple button click(ie Company info, brokerage info, team, agent) but also still keeping the option for on the fly boolean search.
1 vote
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