313 results found
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Allow Photo for Recruits
On the contact card for the recruit, we would love to be able to add a photo of them to the Photo Image next to their name.
7 votes -
Search By Phone Number
I would like the ability to search for a recruit by their phone number..
7 votes -
Automatically remove Smartplans from Recruit when moved to “committed” stage in pipeline
When a recruit is moved to the “committed” stage of the recruiting pipeline, have a setting in Smartplans that will allow that pipeline movement to stop active recruiting Smartplans from going to that recruit. Example: Susan is a recruit that says “yes” to the kw office. When Susan is moved to the “committed” stage of the pipeline, the active Smartplans going to her as a recruit would end. Then, once Susan onboards, she can be effectively added to associate-based Smartplans. This automatic function would be a time saver and also help us stay on top of the communication she is…
6 votes -
Email Designs in CommandMC
For CommandMC email designs there is no option for pretty email designs and just text only. Would love to see a feature to import email designs into CommandMC.
6 votes -
Filtering Opportunities By Tags Effectively
Filtering by tags is not effective, because when applying 2 or 3 tags to search by, it brings up all the opportunities that have ANY of those three tags on it, but I need it to filter opportunities that have ALL of the 3 tags - for example, searching for opportunities tagged as "December Closing" and "Invoice to be Sent" brings up any opportunities that have a December tag on it, even if it doesn't have the invoice tag, AND any opportunities tagged with "Invoice to be Sent" even if it doesn't have the December tag, this makes it difficult…
6 votes -
Show AccountEdge Account Names in Balance Sheet
- Notes Payables need to match AccountEdge titles so when leadership is reviewing they understand what the liability i
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 -
Move Preferred Vendors Management for MC Sites into Sites Applet
Currently the only way you can add preferred vendors to the MC Site is by going to the Command Dashboard preferred vendor widget and clicking a box to add it to the MC Site.
This functions very differently from the Agent Site preferred vendors where you can access preferred vendors from the agent site editor. I would like to see the MC Site preferred vendor list function just like it does on the agent site, OR put it in the CommandMC Site applet.
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 -
Transfer Recruit to Another MC
Would be great to be able to transfer a recruit to another MC while retaining the contact history and referral source from one MC to another and have it show up in "inbound leads" to the receiving MC. Every once in a while, we meet with someone out of area and call those offices to refer. Would be convenient to do so in Command and could help in event of agents who move etc.
6 votes -
Vested Renewal Declination Offboarding Portal
Now that we are using Command to Onboard new Agents, could we also add in a similar method for the Declination process of Vested Associates?
So similar to onboarding, (we now can send an invite link, the new Associate walks through prompts, there's a video of Jay Papasan explaining Profit Share, and so on...)
Can KWRI develop a similar portal for the Profit Share declination process?
For example, when someone says they do not want to be in the KW PS program, we would send them the secure link, which also cc's back to KWRI's MCA Division Support.
The person…
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 -
Show Transaction Status on Opportunities Tab
It would save time to be able to see the status of each transaction on the all opportunities page. I'd like to see all on one screen which opportunities have been submitted/approved/denied or if a CDA has been created.
6 votes -
Show Compliance Tags to Agents
Admin tags should be visible to Agents so they can tell which step of the process we are in for processing their paperwork. E.g. Listing Complete, Missing Paperwork, Conditional, Missing Lawyer - Seeing just these 4 tags, would let them know that their Listing is Complete, but the Transaction is still Conditional, we are Missing Paperwork to make it to Firm, and that we do not have Lawyer Information for the property yet.
They can tell all of this at a glance at the Tags, rather than entering the Opportunity and rifling through paperwork.
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 -
5 votes
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Allow associates not on a team to add guest users to their command.
Allow associates not on a team to add guest users to their command. That way TC's don't need to request agent codes from the agent every time. Most Transaction coordinators work after hours, and do not get the codes right away from the agent.
5 votes
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