265 results found
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sync
Feature Request: Bulk Sync Functionality for 1099 Recipient Addresses
Request: Implement a "Global Sync" feature within the 1099 Dashboard to allow for the asynchronous update of all recipient addresses in bulk.
Business Justification: Currently, the system requires Market Center Administrators (MCAs) to manually sync each record to ensure address accuracy. For offices with hundreds of agents, this manual process is labor-intensive. If an agent updates their address after their last closing of the year, the MCA lacks visibility into that change without a manual check. A global sync ensures that all 1099s reflect the most current system data, significantly reducing…
21 votes -
Customize Columns in Command MC Compliance
At this time, it is not possible to customize columns—such as rearranging, adding, or removing them. As a compliance coordinator, having access to specific information is important to my role. I would also appreciate the ability to sort the data for easier review and organization.
21 votes -
Show Confetti at Command Login for Capped Associates
MCA Dept would like a "Send Confetti" to associate who has just capped. When they log into their Command, a "Congratulations You Are Now Capped!"... message appears to celebrate their achievement.
21 votes -
HTML Email Editor
Please! We had these beautiful emails going out when using hubspot. Now we're back to the stone ages. Please add the ability for HTML emails in Smartplans.
21 votes -
Bulk download Closed Opportunities
Would love the ability to bulk download all closed opportunities. At this point we can only do it one by one. At a minimum, would love to see the option to download by each month as a form of backup.
20 votes -
Separate Groups and Teams in Market Center Rankings Reports
Add Teams Rank Metric in Rankings Within Market Center report. The report currently combines teams and groups into one. The existing Rankings Within Market Center report in MyKW allows you to choose from Individuals, Individual Teams, Teams, and Groups. The migrated report omits Teams (Non-Individual).
20 votes -
Appointments Reminder Modal during Month End Close
I would love to see a prompt when you close the month asking if your appointment numbers are correct before actually closing the month. All other sections - # of contracts, listings, agent count, CO$ - they all tie back to something else but appointments do not. I miss being able to double check that part like Winmore used to ask us.
20 votes -
Allow Become User for Command Users
Many apps have options in them where you can see the client's account how they see their account from an admin position. I think this is known as "View As" or "Impersonation"
Salesforce, WordPress does this and so does Circle.io, the community platform.
As Leadership, we frequently need to access an agents account to assist them with something or provide a service. For example, we will go in and schedule a social media post on their behalf as a service or we will attempt to replicate an error so we can record the Loom and submit a ticket. If we…
20 votes -
New Reports - we need a filter by year not just months
We need a specific Filter for Years (to avoid manual month-by-month selection) in the new reports section so that we don't have to choose every month for reports.
19 votes -
Regional Associate Roster
at the Regional level we only see those who are investors or Leadership in the Region. We should be able to see ALL agents and leadership within the region so we can also add notes. It should also allow us to work with the MC and add notes with them. That way we can log a care call or get their correct contact info and run smart plans for our top 20%. We should be able to filter and create smart views on this roster like Top 20%, ALC, Leadership, TL, MCTT, MCA, etc...
19 votes -
Enhanced Notification for Agent Capping Events
We would love to see a more prominent notification in the platform when processing a transaction that causes an associate to cap. Right now, this important milestone can be easy to miss, and a clearer alert would ensure we can recognize and celebrate with the agent in real time.
A pop-up notification would be ideal, similar to how KW Command displays confetti when a new agent signs up. Even a celebratory animation, banner, or any type of visual cue would be phenomenal. This enhancement would help us deliver a more engaging and supportive experience for our associates while also reinforcing…
19 votes -
Remove All Checklist Items in Recruit Card
We have agents who have completed the joining portal and full onboarding through the new system, and have left for one reason or another. When they return, their checklist items are all completed and to uncheck them, it needs to be done manually one-by-one. It would be nice to have a Remove/Delete all and then be able to add new checklists incase items have changed on checklists since the associate was here last.
18 votes -
Appointments Show in Timeline
Allow logged appointments in Command MC to populate on the recruit and associate card timlines.
Currently, logged appointments do not appear on the recruit or associate card timelines and require looking in two different tabs. It would be great to see these on the timeline with other events.
18 votes -
Way to toggle off the New Detail Panel when opening an Opportunity
The new Detail Panel that appears on the left side every time you open an opportunity needs to be an option to open, not start off opened. It is in the way and creates an additional step to the reviewing process for us.
17 votes -
Commission Tab Notes Notifications
We would love Command Notifications to be dispatched to the MCA/AMCA whenever a note is appended to a newly submitted commission tab. The current functionality entails users manually reviewing the notes tab for each commission tab submitted, which is not an integral part of the workflow for processing a commission tab.
17 votes -
Need option to print DBA name for Vendors(co-brokers) on the DA
Did something change in CommandMC for Vendor (co-broker) names appearing as their LLC (legal) name instead of DBA name on the CDA? This is causing issues for us as we are attempting to pay Place on a CDA from our Market Center. Can this be fixed to show the DBA name on the CDA?
17 votes -
Awards for Large/Small Teams
In our region, we have alot of Mega groups - think 30+ people. I have in my MCs a bunch of smaller groups (under 10 people) that do impressive numbers but they will never get recognized for awards because the mega teams just outproduce them significantly. I'd like to see us filter our groups based on agent count of the team so that the smaller groups can get some recognition as well.
17 votes -
Search for an opportunity using the transaction ID or Opp ID
Having the ability to search for the opportunity using the transaction ID would be extremely helpful - the same way we could search by DA # previously.
17 votes -
Automatically Name Reports Downloads
Every report when downloaded as a CSV is just titled widget. I have to go in and manually change the name to know what it is. It would be helpful if it was automatically named the report name and the date. At minimum having the report name would help a lot!
17 votes -
Bulk Remove Tags
It would be beneficial to have similar bulk options as in Command where applicable. Mainly, I find having the option to Bulk Remove a Tag would be advantageous when going in and cleaning up a pipeline. Otherwise, we're left to going in to each individual card and removing them one by one.
17 votes
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