315 results found
-
Co-Op Agents on Transactions Report
We LOVE the feature that requires agents to enter the co-brokers name on the offer within Opportunities, and would also love an easy way to search or see the list of co-brokers on recently closed transactions! This is a huge focus of our recruit prospecting, and this would make it easy to see a list of who our agents worked with, alongside details about the transaction. Would make an easy "who to call today" feature for TLs and MCAs!
7 votesHey folks! We are looking to possibly implement this in the future. Two questions for you to answer, when you have the time:
- What information would you need to see for the co-op agent and transaction?
- How far back would you want to see co-op information? e.g. 30, 60, 90 days
-
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?
6 votes -
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.
6 votes -
Print All Reports at Month End Closing
Link to be able to Print All Reports at once at Month End just like winmore had this option instead of us having to click each. This will save time and help with not forgetting to print certain ones
6 votes -
First Closing/First Listing Report
Please add the first closing/first listing report in CommandMC reports like we have in MyKW reports.
6 votes -
unsubscribe
Would love a push notification that alerted us to recruits that unsubscribe so we can update notes/marketing accordingly
6 votes -
This Month Option for Birthdays & Anniversaries
I'd love to be able to select this month or next month as a time frame for the filters "Associate Birthdate Month", "Cap Anniversary Month," and "Royalty Anniv. Month." It would allow us to automate sending a birthday & anniversary report. Right now I have to manually go in to select the correct month so I cannot set up the scheduled report to email to staff.
6 votes -
Update Last Contacted in Recruit or Associate Card with SmartPlan Touch Actions (Email, Task SMS, Touch Task, Call Task)
For tasks or emails done through SmartPlans should update the Last Contacted for a recruit. Whether it's a touch task, SMS task (since Twilio is not yet supported in CommandMC), email, or call task, it should be considered contacting the recruit. Otherwise, we will have to double input by using "Add Activity" in the Timeline or not count emails as a touch.
6 votes -
Bulk Action: Reassign Recruit
Be able to unassign recruits from a previous team member/team leader after the team member has already left the office. Right now, you can't filter by previous team members.
6 votes -
Move Pop-Up Notification above Status Selection in Transactions
Move the status update pop up to the bottom middle. It currently pops up over any buttons on the bottom right.
6 votes -
Show Co-Listing Agent(s) on Listings
It would be great to get co-listing agent added to the listings taken or an option to add them on there if they don't show up like we were able to in cloudmore listings.
6 votes -
Share SmartViews with Other MC Staff
MC Staff Team SmartViews
Since recruiting is a team effort, allowing the ability for MC staff team members to make SmartViews shareable would be a huge benefit. If one person needs to make the SmartView, when they go to save that view, there can be an option to "share with team". Which could be selected as a check box. This would allow for the creation of both personal and team views.
6 votes -
Hide Agents from "Our Agents" Page
MC Site Admins want options to hide certain MC Associates from dynamically populating on their public-facing MC Site roster page ("Our Agents").
Primary examples are the MC's ProCoach accounts, which are not real "human" Agents.
6 votes -
Add Mandarin & Cantonese as Language Options
When an agent joins us there is no option for them to select Mandarin or Cantonese as a second language. The only option is Chinese...but there's no such language. It's Mandarin or Cantonese, and they are vastly different languages.
6 votes -
Add to SmartPlan Trigger: Inbound Lead
it would be great to be able to automatically trigger a recruiting smart plan based on a new inbound lead be it from locations.kw.com or a mass import with the same tag or simply to target a specific brokerage or group of contacts.
6 votes -
Sort by Linked To
CommandMC tasks show have the ability for users to sort and to search based on the recruit that they pertain to and the assignee, not just by due date.
6 votes -
Allow Clickable Links in Task Description
Onboarding and offboarding could be faster if links to all the relevant websites and spreadsheets can be added to task items. For example: "Add agent to Office Facebook Group [bitly link to our FB Group]"
Currently it is not possible to highlight the text in tasks items, so even non-linked websites are not usable because there is no way to copy-paste them into the address bar.
6 votes -
Add Search by Title/Escrow
First American Title Co (FATCO) has a data breach which is making transmittal extremely difficult as we're trying to track down unbooked funds. There's no easy way for search for this in Command.
6 votes -
Allow Termination of Lease Type Opportunities
There are occasions when a rental transaction has a Commission entered and for one reason or another needs to be terminated. (deal falls through/it was a test commission created) As with a sale, we should be able to terminate the Commission.
6 votes -
Remove from Pipeline inside Recruit Record
Please let me remove an agent from the Recruiting Pipeline from the Contact card. Currently you have to back out of the card all together which brings you back to the active recruit stage no matter where you were before and you have to navigate back to the correct card to hit the meatballs to remove them. It takes so much time to clean up the pipeline as it is.
6 votes
- Don't see your idea?