265 results found
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Include Editor in Timeline Card for Added Note/Activity in Associates
MC leaders and teams have to manually note who is logging the activity/note today
27 votes -
Sort by Month and Year for any date field
We would like to be able to sort by month easily for any date column in reports. If a date column is added, clicking in the filter box there is a bunch of different ways to sort but there is no field to sort by a specific month. You can click the timeframe and click say all of the September month/year but when you have been open a long time, this is quite time consuming. Adding a tab there for month would be very helpful. I can see a case use for searching by a particular month for every date…
26 votes -
DAs Print with Signature and Date
When the CDA is printed, include today's date automatically as well as include an uploaded signature based on the user. This would save time from opening the .pdf, adding the date and signature, then re-saving the file.
26 votes -
Commercial Reporting
Seeing property types & subtypes in reports is very helpful! Although, the way commercial is being tracked has really skewed unit & volume measurement.
Depending on the type of transaction, some commercial properties are measured by square footage not units. In this case, the Square Footage is populating into the UNITS portion of Reports. It makes tracking volume & units accurately really difficult. I would like to see that value moved to its own column at the least. Although, there is an opportunity for specific commercial reports, too!25 votes -
Push Notifications for MC tasks
Our staff is being assigned tasks from our Onboarding Smartplans, but our staff has to click through to get to the "other tasks". I've seen that you guys are working on making that less clicks. I also think we need a push notification, command notification, or an email to notifiy them that they have a new task assigned to them.
25 votes -
Print Multiple Transactions' Disbursement Authorizations
I would like to see the ability to print multiple transaction ids at once as we were able to in Winmore with DAs. I have agents whose accountants would like all of their transactions printed and emailed.
25 votes -
Vested Renewal Report (Including Personal Email Field)
In running a VR Associate report through CommandMC; (I would usually run that report to include their personal email) (since they do not use their KW email).. Unfortunately, the reporting functions filter / "Add" a column does not include a personal email option... only KW email. This would mean, I will need to look up all of the personal emails from CommandMC and manually add them to my downloaded report. Could we please add personal email to report selections. Thank you!
25 votesWe will have options for the Profit Share Renewal Report available for Transactions users before that process begins to ensure it is easy for you all.
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Compliance Feedback Templates
As a reviewer in compliance it seems I am always always rejecting some items for the exact same thing. It would be nice to go to a clause manager and pick the clause that is already there so we don't need to type it all the time.
25 votes -
Training Tracker
We need to have a tool in Command MC that helps us connect associates to the courses that we have prescribed for their business and track if they attended the class. To connect the value that Keller Williams offers to the results that the agents are having in their business. We can also help those that are struggling in their business and how we can help them.
25 votes -
Bulk Download of Agent 1099 Report
I love the new 1099 Report for agents! I want to share them with my associates. Right now, you have to click into every report for download and when you go back to the list, you have to CLICK the prior year and SCROLL every single time rather than to where you left off.
We have 440 agents, and this will be SO time consuming. In a perfect world, we could bulk download the PDFs with names. And if we could just open the link in a new tab OR go back to where we left off on the back…
24 votes -
Display Agent Site URL in Associate Record
We have a new agent that joined our market center and we are in the process of making business cards. We don't have a way to look up his agent website without asking him directly. It's not listed in white pages nor Command MC in his associate card. It would be nice to have the agent website address listed in Command MC under the contact information section instead of having to ask the agent for their KW Website Address.
24 votes -
Add Transaction Coordinator as Vendor Type
Within Command Vendors, please add an option for Transaction Coordinator. We have 4 outside independent TCs that are commonly used by our agents.
As Command is now, every time they fill in their info in the Commission opportunity section, it's duplicating records.
24 votes -
Custom Recruit/Associate Activity Types
Currently- the activity options are solely Call, Meeting or Text. Would like an option to log an activity for Email that might not have necessarily been through a campaign. (i.e, an agent conversation)
24 votes -
First Closing/First Listing Report
Please add the first closing/first listing report in CommandMC reports like we have in MyKW reports.
23 votes -
Vendor Tax IDs Report in Standard Reports
I'd like to be able to run a report showing all the vendor and their associated TaxIDs. I have caught agents entering 00-000000 as the tax id for referrals and when processing commission in transactions there is no way to catch this.
23 votes -
Share Custom Report Templates
Provide the option to share custom report templates/views with other KW leadership members
22 votes -
22 votes
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Activity Report and EOM Reports to export to Google Sheets
Would love if we were able to integrate Google Drive so we could have the ability to export a report directly to Google Sheets to save a copy/paste - import step.
22 votes -
Add Multiple Versions Icon beside documents inside Compliance Review
On the CommandMC Opportunity dashboard, compliance events that have more than one version have a small icon of a clock. It would be so helpful to those doing compliance review if that icon also appeared when reviewing the opportunity next to the name of each compliance event. We use "add version" for back-up offers and rejected offers frequently and need a reminder within the opportunity to check the other versions when multiple exist.
22 votes -
Agent Ranking Report
Currently, the Agent Ranking Report only allows you to rank by GCI , Closed Units and a few other things. Closed Volume and Listings Taken should be added as metrics to rank by as well. This would help determine a Top 20% in a MC by metric that you choose. Custom Reports doesn't have these metrics either.
22 votes
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