89 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.
55 votes -
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.
44 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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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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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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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 -
Date Entry in x/x/xx Format
When entering the date, change it to where we don't HAVE to put xx/xx/xxxx. It would be much faster and easier to have it like Acct Edge, where we can put anything like 6.1.24 or 6/1/24 and it pops in 06/01/2024 for us.
31 votesThis is now available in Transactions! Dates are now able to be picked from a calendar or typed in without the "/" character. Hooray!
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MCA to change agent company dollar split
MCA's can enter company dollar splits during onboarding. However, MCA's should have the ability to change an agent's company dollar split at anytime.
29 votesYou can now update an Associate's Company Dollar split percentage in the Associates applet by going to the Business tab > Cap and Split > Edit.
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YTD Closed Transactions per Associate in Standard Reports
We need a report that lists our associates closed transactions, that we can pull for a selected date range. This report should allow us to separate each associate on a new page, and list the totals for the included transactions.
26 votes -
Associate Cap Progress for MC Leaders
The agents can now see their progress in their CAP whenever they want via their profile... but the MC can't see it like the agents can! We want to be able to access that information as well, instead of having to search for their most recently closed deal. So many agents come to us and have questions about their cap and we have to go digging instead of being able to pull up their current status immediately.
24 votesThis has been RELEASED! Check out the Caps and Splits section of your Associates' records to see their progress on their caps! Hooray!
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Detail report on DA (winmore no more)
In the new Winmore No more transactions tab, when we create the DA can it have the second page detail report that was on the original winmore DAs. The agents like seeing the breakdown of their splits, bonuses, etc. They like seeing how we got their final number. It's helpful also on deals with multiple agents on a team to see the breakdown.
22 votesThe DA Details Page (FKA DA Page 2) is now available to download with the DA Page 1 in the Transaction!
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