265 results found
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6 votes
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unsubscribe
Would love a push notification that alerted us to recruits that unsubscribe so we can update notes/marketing accordingly
6 votes -
DA List with Subtotals in Reports
I would love a DA equivalent in Standard Reports with subtotals (By Agent & Total.) We can accomplish this by exporting and subtotaling ourselves, and this is a request I receive FREQUENTLY from agents, especially at year-end.
Giving the subtotal option in the initial export would be a MASSIVE time-saver in our daily processes.
6 votes -
Create an additional status of IN PROCESS which would be an alternative to RETURNED or APPROVED. Ag
Create an additional status of IN PROCESS which would be an alternative to RETURNED or APPROVED. Agents and TCs don't like the folders returned unless there is an issue with one of the documents already uploaded. IN PROCESS could mean that all docs uploaded are approved but there are still missing required documents to come further along in the transaction.
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 -
MC Sites - Agent Attribution on Listings
Listing agent information is not showing up on any listings viewed through Market Center sites. Though it was explained to me that this functionality is reserved primarily for agent sites (and the regular KW site), I feel it belies the "Your listings, your leads" principle in terms of helping our agents garner more visibility throughout the platform.
Would it be possible at some future point to include agent-attribution on listings at MC sites?
6 votes -
Deductions
Would love the see the ability for the deductions to be connected to a custom AccountEdge account. So when the deposit is posted in Command, it becomes part of that journal entry so we don't have to manually move the deduction into the correct account. This would work similar to how the E&O deduction works.
5 votes -
most recent month first
Can you please change the month choices to show the most recent month first so we don't have to scroll down for every report?
6 votes -
Profit Share Info
We need associates profit share info in the associates applet. See their downline & their Profit Share Trends. MCAs are constantly asked for this info, it all being in their associate applet would be much easier to navigate. And a bonus if it was on their profile for them to see as well. Maybe the # of associates in their downline clickable so they can see who they are.
5 votes -
5 votes
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Add fields that show dates the associate was with our office when they have left and returned multiple times.
For agents that have left and returned, the dates for when they were with us each time would be very helpful
5 votes -
CommandMC - how many of our agents run campaigns
is there a way in command mc to see how many of our agents run campaigns? and how many campaigns they run? the vital signs report does not have it so just wondering if there's another way
5 votes -
5 votes
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Add “Real Estate Start Date” Filter to Command MC Reports
In Command MC Reports, please add the filter “Real Estate Start Date” to allow users to create more detailed custom reports. This filter would be highly beneficial and was previously available in Winmore.
5 votes -
MCAs should have the option to reinstate an agent that left and come back in the same month without having to re-invite again.
MCAs should have the option to reinstate an agent that left and come back within the same month without having to re-invite again. Sometimes agents come back in the same month. This would also be beneficial if an agent is removed in error. If the error is caught and it is done in the same month, then we should be able to change their status. That was an option we had in Winmore as long as it was in the same month.
5 votes -
Create separate fields for mailing address and main address
In the associate cards, several of our agents have listed PO Boxes as their address for mailing purposes. It would be great if we had the ability to add multiple addresses in the associate cards so that when natural disasters strike in our region, we can check their address listed in CommandMC to see the likelihood that they would have been affected by the event and call them accordingly while maintaining their mailing address for the purpose of sending birthday cards, congratulatory gifts, etc.
5 votes -
A report of agents' production before joining KW and after
We want an easy way to see if their production is up since they have joined our office. This would be a great tool for recruiting as well.
5 votes -
Show CommandMC at Login (Default View)
Instead of logging into Agent Command, MC Leadership should have the option to sign in directly to the CommandMC Dashboard & Include a tasks widget on the CommandMC Dashboards.
5 votes -
Opportunity count by phase
It would be wonderful if when I click Filter so that I can select a compliance status, that the unit count would be there to the right again. It's awesome to know how many of each status are waiting for my eyes to review.
5 votes -
Last Submitted Sort
The default sort is the most recent submission on top - I can click the arrow and it toggles to the oldest submitted - once I perform the review and return to the compliance screen. I have to re-sort it again - it wont stay as I set it
5 votes
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