288 results found
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Transaction Coordinator Role in Command MC
At our Market Center, we have an in-house Transaction Coordinator. While we don't want that person to be able to have log in access to everyone's Command account, we would like for her to be able to create opportunities under that agents name without logging into their account.
It would be great to have a Transaction Coordinator role in CommandMC where they can create an opportunity then select which agent that opportunity is for. That way they don't have to log in each agent's Command and those opportunities will be able to populate on the agent's Command and in CommandMC.
103 votes -
Send Mass Texts 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.
117 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…
44 votes -
Allow Market Centers to Require Certain Vendor Fields be Completed by Agents
If would be nice if Market Center by Market Center, we could require certain Vendor Fields (ie Title, Lender, Home Warranty) be required for Agents to fill-in.
This would help with MSA, JVs, etc. to be sure that we have clear and transparent reporting for our vendor partners and the ability to track the number of transactions we're completing with each partner.112 votes -
Automatically Upload DA to Opportunity's Closed Documents
DAs in the new Transactions workflow should automatically upload to the Closed documents section in the related Opportunity.
117 votes -
Allow Only MCA and AMCA to Hit Month End Close Button
Limit Month End Close to MCA & AMCA ONLY. Having the button available for anyone with MC Leader status is a HUGE risk. Please "gray out" the button for all other leadership roles.
96 votes -
Ability to add Comments to the DA
We utilize this area to indicate breakdown of commissions and transaction fees or concessions since it is not detailed on the CDA itself and only lists the adjusted GCI.
In addition, we would like to NOW be able to indicate if the Seller, Buyer, or combination of both are paying said commission.
Having this in the comments, rather than adding them separately after printing the pdf ensures this information stays with the CDA in the event it is revised.
65 votes -
Appointments Reminder Modal during Month End Close
I would love to see a prompt when you close the month asking if your appointment numbers are correct before actually closing the month. All other sections - # of contracts, listings, agent count, CO$ - they all tie back to something else but appointments do not. I miss being able to double check that part like Winmore used to ask us.
17 votes -
Ability to Add Vendor on the fly for both MC and Agent in Transactions
Need ability for MC leadership and Agents to be able to add a vendor on the fly in the transaction or adjustments sections rather than having to back out and add to vendor list.
66 votes -
Attach W9 to Vendors
Ability to attach a W9 to a Vendor and a link to the opportunity would be helpful during tax season.
115 votes -
Commercial Reporting
Seeing property types & subtypes in reports is very helpful! Although, the way commercial is being tracked has really skewed unit & volume measurement.
Depending on the type of transaction, some commercial properties are measured by square footage not units. In this case, the Square Footage is populating into the UNITS portion of Reports. It makes tracking volume & units accurately really difficult. I would like to see that value moved to its own column at the least. Although, there is an opportunity for specific commercial reports, too!14 votes -
Commission Request Status on Compliance Applet overview
When searching opportunities through Compliance Applet, I would also like to see the status of the commission request. Is it submitted, opened, terminated?
We still have to go through full opportunity or search multiple times for one transactions to find if it's fully compliant.9 votes -
Remove auto approving commission requests
When an MCA edits something in a commission request, upon clicking save the commission request is automatically approved. I need to be able to make edits before agents click the final approval. Like for adding a wire fee or a private deduction etc.
There is still a MAJOR need for agents to be able to review commission requests and submit prior to an edit of an MCA or AMCA.
10 votes -
Auto-Print Deposit Slip & Summary
Having to download and print the deposit slip and summary separately for each deposit takes up a lot of time. For those of us that have multiple business centers that we put on separate deposits and have to do additional separate deposits for each location for checks vs wires received, this can become a huge time suck. It would be wonderful if the reports for each deposit would either auto download in one pdf or auto print.
49 votes -
Awards for Large/Small Teams
In our region, we have alot of Mega groups - think 30+ people. I have in my MCs a bunch of smaller groups (under 10 people) that do impressive numbers but they will never get recognized for awards because the mega teams just outproduce them significantly. I'd like to see us filter our groups based on agent count of the team so that the smaller groups can get some recognition as well.
10 votes -
Add 1099 Agent Income Column
We need a report that shows the agent's net amount (1099 amount) like the DA list from WinMore used to. I've had a handful of agents ask for loan purposes, plus we'll need this report for year-end.
61 votes -
Streamlined Payment Process: New CSV Summary Report for Agent Payments
To streamline the process of managing agent payments and reduce the need for manual entry, we propose creating a CSV summary report by deposit. This report should include the following details:
- Deposit Number
- Agent Name
- Address
- Agent Net Amount
- Outside Referrals
- Deductions
- To be Paid/Paid
By consolidating this information into one document, it will significantly expedite the AE entries and ACH payments. An additional benefit would be the ability to import this type of file directly into AE, bypassing the need for manual data entry.
This summary report will serve as a comprehensive reference, allowing for quick verification and processing…
89 votes -
Hyperlink Transaction Numbers to Transaction in Reports
Once the report is opened, there should be a hyper link to the Transactions listed in said report.
98 votes -
Show Outside Referral Details on Agent Commission Details Page (Referring Agent, Brokerage, Address)
Display an itemized subtotal of the companies paid and the amounts included in the 'Outside Referral' total on the Agent Commission Details Form.
For example, if both ABC Realty and XYZ Real Estate are being paid an outside referral, it is helpful for the associate to easily see that $N.NN was paid to ABC Realty and $N.NN was paid XYZ Real Estate.
58 votes
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