305 results found
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Profile Agents in Business Center Sites..
Especially in cases where the business center is far from the Market Center and when the BC is in another state.
13 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!
13 votes -
Top 20% Roster Download
Top Down Reports Have Incorrect Email Addresses: Top 20% Report does NOT download the correct email address for the agent. So, they do not see important emails. It does NOT pull from their preferred email address in their KW profile. Instead, it just uses their KW email, which many of them do not check. Please align the top down reports with the email the agents are asking to be used in their profile.
12 votes -
Compliance Applet - Remove auto 3 filters
Remove the 3 auto filters in place in the Compliance Applet. We can add in filters we want when searching. When we forget and clear filters, then we have to re-search everything.
12 votes -
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?
12 votes -
Custom Permissions for CommandMC
Allow the Compliance Coordinator Role to have access to Transactions. Our transactions processing team needs this to do their job, but they should not have access to all the items an MC Leader has such as our full Recruiting pipeline. Seems silly that the role that is in charge of processing deals and transactions doesn't have access to this part of the program.
12 votesWe are working on custom permission levels for CommandMC users :)
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12 votes
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List Brokerages in Other Brokers, Not Agent Name
In the Disbursements area- the Other Brokers should be listed by Brokerage instead of agent name. All of our checks are written to the brokerage. Right now we are forced to go to the opportunity to find the name of the brokerage.
12 votes -
Recruit Checklist Customization (Default Assignees, Smart Due Dates, R1/R2 Dependencies, etc.)
In Command MC, while you can create default checklists which auto apply to all recruits, rather than have to spend time individually assigning tasks within the current contact card, we should have the ADDITIONAL ability to set "some" default assignments and automatic due dates within the default checklist.
i.e. Send Onboarding Package in the 'Join in Process" stage could be an item that is auto assigned to the MCA and automatically have a due date within 24 hours of being moved into that stage.
In addition, Some items may be applicable to both R1 and R2 but some might only…
12 votes -
Compliance Emails to Different Email Address
We have rainmakers who want compliance emails to go to their admin but everything is pulled from one email in kw white pages for leads and such that should be separated. The rainmaker's profile for kw.com should be their email address and command emails for compliance should have another spot to put an administrative email address.
12 votes -
Add to SmartPlan Trigger: Associate Activated
This would be used by Market Center Leadership to connect with Associates in the Market Center. It would add people to the smart plan when the associate is activated and vice versa. The value add would be to everyone in the market center, leadership - time savings and another touch to agents, and a value add to the agents.
12 votes -
Allow Typing in License Dates for Joining Portal
When new associates are inputting their lic information in the Join in Process part - they input their license dates, YET THE CALENDAR DOES NOT LET YOU TYPE IN DATE - you have to CLICK THROUGH EACH MONTH TO FUTURE YEARS. Why cant the calendar accept a typed in date?
12 votes -
Target Date for Associate SmartPlans: License Expiration Date
When associate smartplans are available it would be great to have one for license expiration reminders
12 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.
11 votes -
11 votes
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Show Production Reports in Associate Record
It would make it a lot easier to have their production within their profile. Our agents sometimes have a quick question regarding their DA and to be more efficient instead of having to search for the property in transactions for an immediate answer, it would be amazing to have it accessible right in their profile. This could also help if an agent may need another copy or simply a breakdown of their production so they can track it as well.
11 votes -
Add "Back to Opportunity" Button when Viewing Opportunity
The user is suggesting that a "Back to Opportunities Search" button/link be added alongside the "Compliance" link at the top-left corner of the opportunity when reviewing opportunities via CommandMC.
11 votes -
Show Referral Agent Name on DA
Example: Keller Williams Eastside (Agent: Jane Doe)
This would stop a lot of calls we get from other MCs to find out which of their agents should be paid out on a referral. Escrow sometimes will only send a check, no copy of DA, no Final SS, so they have no clue who to pay out.
Right now, escrow has no clue unless the agent sends them a copy of the actual referral agreement. So, the other MC has to call our MC to find out. This would help our MC from not having these calls plus escrow wouldn't be…
11 votes -
Add Search by Commission Amount
A search filter for an agent's commission amount in opportunities. We get a lot of checks in with NO information about who or what it is for. Being able to search for matching commission amounts may give us leads for who the check belongs to instead of it sitting around waiting on someone to ask about it.
11 votes -
Regional Progress Report
For Regional leadership, one aggregate report under the PROGRESS TAB, that shows the progress for the region as a whole and then the option to breakdown that progress by each market center. As of now, you would have to click through each market center.
11 votesCould you explain which metrics you would like to track progress for? The Month End Close tracker includes Totals for all Market Centers at the bottom, including for Agent Count, Gross, Net, Appointments, and Key Financial numbers.
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