305 results found
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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.
21 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.
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 -
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…
20 votes -
First Closing/First Listing Report
Please add the first closing/first listing report in CommandMC reports like we have in MyKW reports.
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 -
Hit enter on keyboard to execute search in Opportunities
Would like to be able to hit ENTER on my keyboard when searching in Opportunities, or even be able to do a TAB - ENTER, rather than having to use my mouse to select it.
20 votes -
Reports Header
Report Headers for PDF Downloads: I understand that for csv downloads the headers are a problem, but when printing PDF downloads for MYT reports and such it would be nice to have the headers that are showing in the report to actually be printed as pdf as well. It shows the information that is pulled plus the OP, TL, MCA and so on in the header. If printed on PDF it would be nice to have this as well like it did when we printed from crystal reports.
19 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.
19 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.
19 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).
18 votes -
CommandMC Mobile App
For recruiting purposes it would be great to work recruits from the mobile app
18 votes -
Share Custom Report Templates
Provide the option to share custom report templates/views with other KW leadership members
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 -
Incorporation Name for Associate in Financials Tab
Incorporation Name to show on financial tab - disbursement section of the transaction. Currently only the agent's name is listed. Would like to see both the name and incorporated (if there is one) in this area. If we are paying the agent straight from this screen we have to remember what their LLC name is. Only way to see the incorporated name is to download the PDF.
17 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.
16 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...
16 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.
16 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.
16 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…
16 votes
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