103 results found
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Agents Capped This Period Report in Standard Reports
Recreation of winmore Capped agents this period is a must! We celebrate our cappers monthly and without this report we have no way of pulling this data.
It would also be helpful for some sort of alert to pop up when closing the Transaction to highlight that the agent as just capped.262 votes -
MC Setting for Default Cash Account for Transaction Deposits
Many MCs don't use the 1-0200 Cash account on the chart of accounts for TRansaction deposits. Currently, those MCs have to manually update the exported .txt file with the corrrect cash account to ensure those record accurately.
The fix? A setting in Administration that allows a market center to choose their own cash account for that export for easy recording in accountedge.
200 votesYou can now update your default cash account in CommandMC Transactions! Check out this article to learn more: https://leadershipanswers.kw.com/hc/en-us/articles/38410920992659-Edit-Transaction-Settings-in-CommandMC
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Top Down Report in Standard Reports
Top Down Report is needed. Critical to all MC's
182 votes -
Confetti after Month End Close Completion
Can we please get screen confetti when we submit month end close in Command Transactions? Something for us MCAs to celebrate each month!
168 votesHOORAY! You will now see a confirmation and confetti after Month-End Close is complete.
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To sort and search by Agent name in Transactions
To be able to sort and search by Agent Name, I search for agent transactions all the time
137 votesHooray! This has been released in Transactions. There is an Agent Name column as well as the ability to Filter by that field! 🎉
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Page 2 on the New DA's need to be added back please. Rainmakers do not like their teams to see totals for everyone on the DA.
Page 2 on the New DA's need to be added back please. Rainmakers do not like their teams to see totals for everyone on the DA.
119 votes -
Send Mass Emails to Associates
Since we are in constant contact with our agents about different things in the MC or RE in general, it would be easiest to do it through Command MC since it's always up to date with their contact information instead of typing it out into an excel sheet. or at least be able to export contacts to upload into contacts in Command.
92 votesYou can now send emails to Associates in CommandMC by using our new "Send Email" feature! Check out this article to learn more: https://leadershipanswers.kw.com/hc/en-us/articles/37660718713235-Send-a-One-Off-Email-to-Your-Associates-in-CommandMC
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Create a Deduction Summary Report
Create a Deduction Summary Report (MTD or YTD.) We run SEVERAL businesses within our Deductions (Transaction Coordinator, PC Coaching, Local KW Cares, etc.) This report gives us the ability to total those deductions at Month-End rather than after every deposit.
78 votes -
Deductions Report per Associate in Standard Reports
Need a Deduction Report for Year End. Agents need the Total Transaction Fees paid for tax filing.
64 votes -
Filter for Opportunity Phases
Please bring back the filter for Consultation, under contract, Listing and closed.
54 votes -
Improve the new Compliance Viewer Filters and Queue
We need all of the same filters we used to have in the old Compliance Queue, readily available off to the side just as before. It is incredibly counterintuitive to have to open a filters tab and then select filters and then click save. This change turned a one-click action into a 3-click action. We also no longer have the ability to filter by Opportunity type and event, this is extremely important for training new admins in market centers. Seeking input from Market Centers using this technology prior to overhauling an entire section of command used to be the norm…
46 votes -
Allow SUPPORT to update Recovery emails accounts, and not rely on the previous MCA
If an agent is being "Rehired" to a different KW, no longer has access to the email that is attached to their profile to reactivate it, the ONLY person who can update that is the MCA from their Previous office.
Essentially we can't do anything, or move forward with the rehire until the previous MCA get around to updating that. What if they left on bad terms, What if the MCA is on vacation and wont' be back for a week. What if...What if... There are too many what if's. This should be Support function!
44 votesIf you need this information updated for an onboarding Recruit, please reach out to mcasupport@kw.com.
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New Compliance Applet - Add back Filter by Compliance Event
Our MCA office has the new Compliance Applet and they used the filter by folder (might be also called Compliance Events/checklist events) for Listed, Under Contract, and Closed. Right now, this option is not available and is very useful if you need to find a specific Opportunity that has just submitted their Under Contact folder or another folder and not just closed. This feature was available in the old Compliance Applet yet it's not available in the new Applet.
43 votes -
View Cap Details in Associate Record
Have a tab that has the cap detail. Allow us to pull the CO$ and Royalty Reports from the Associate applet. (Similar to what is in the transaction cap detail)
41 votesYou can now see the agent's royalty and company dollar cap status in associates. Check out this answers article to see how.
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Loan Type and Amount Fields after Selecting Mortgage in Transaction Parties
Winmore used to keep data on Loan Type and Amount for our mortgage affiliates. There is currently no fields to enter this data in the Transaction Parties section when closing out a transaction in CommandMC. Also looking to have this info stored and added to the Reporting functionality.
41 votesYou can now add Loan Type and Amount to Mortgage Vendors in Transaction Parties!
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Expand All on KW Financial Statement (and Print Expanded View)
Abilty to expand all fields on the KW Financial Statement
41 votesYou can now choose to download the KW Financial Statements in the Accounting applet by choosing "Expanded View" after clicking Download! Hooray!
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Print Deposit Reports from Previous Months
Allow MCA's to view and print Deposit reports from previous months. No need to edit. Only view.
40 votesThe Deposit Summary Report is now available via download in the Deposits tab for Transactions users! Hooray!
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Auto-Release Listings on Terminated Commission Requests
Agents that have to terminate a transaction because something changed in their transaction can't link the listing again to the new commission request. It would be helpful to have the feature in Command MC for us to release the original attached listing and attach it to the new request.
36 votesListings are automatically released when the agent terminates a commission!
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Edit Outside Referral Amount
MCA's need to be able to edit the referral amount in the transaction, right now we have to delete it, then add it back in to correct them amount -
35 votesGreat news! Users can now edit the Outside Referral amount in Transactions!
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Report with Agent CO$ and Royalty Caps
Add columns that show the total paid in Company $ & Royalty so we know when they are getting close to capping.
31 votes
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