270 results found
-
zero value
Please allow associates that may or may not have had closings to be added to a custom report.
45 votes -
Share Custom Report Templates
Provide the option to share custom report templates/views with other KW leadership members
17 votes -
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.
139 votes -
Split the Full Associate Name and the KWUID into separate columns in the new reports like they were prior.
In the new reports the Full Associate Name column now includes the KWUID. I either have to remove this for every report I pull or add it to all the existing spreadsheets we have. It would be easier to have the KWUID as a separate column not attached to the name as it was prior to the new reports being made. Then we could do searches, sorts and vlookups for name or KWUID separately.
20 votes -
Agent Ranking Report
Currently, the Agent Ranking Report only allows you to rank by GCI , Closed Units and a few other things. Closed Volume and Listings Taken should be added as metrics to rank by as well. This would help determine a Top 20% in a MC by metric that you choose. Custom Reports doesn't have these metrics either.
16 votes -
Regional Associate Roster
at the Regional level we only see those who are investors or Leadership in the Region. We should be able to see ALL agents and leadership within the region so we can also add notes. It should also allow us to work with the MC and add notes with them. That way we can log a care call or get their correct contact info and run smart plans for our top 20%. We should be able to filter and create smart views on this roster like Top 20%, ALC, Leadership, TL, MCTT, MCA, etc...
16 votes -
sync
Feature Request: Bulk Sync Functionality for 1099 Recipient Addresses
Request: Implement a "Global Sync" feature within the 1099 Dashboard to allow for the asynchronous update of all recipient addresses in bulk.
Business Justification: Currently, the system requires Market Center Administrators (MCAs) to manually sync each record to ensure address accuracy. For offices with hundreds of agents, this manual process is labor-intensive. If an agent updates their address after their last closing of the year, the MCA lacks visibility into that change without a manual check. A global sync ensures that all 1099s reflect the most current system data, significantly reducing…
20 votes -
Onboarding
Imagine opening Command MC and having a single, customizable “Agent Onboarding” workflow. When a new agent joins, any of the leadership team could walk them through every step, from initial paperwork to profile setup, all without leaving Command.
Here’s what it could include:
•Digital Paperwork Hub: Editable Market Center: specific forms that can be completed and signed directly within Command (no need to jump to DocuSign or external links).
•Customizable Step Builder: Each Market Center could design its own sequence of steps: license verification, KWU registration, bio upload, business card order, etc.
•Integrated Checklists & Automation: As each step is…26 votes -
Reorder Multi-Year Trend to Narrative Format
The traditional Market Center Multi-Year Trend tells a story in a narrative sequence. The 42 metrics are specifically arranged to ensure as Leaders read it, they have the proper context as they find numbers and metrics later in the report. In its current format in CommandMC, it's only creating confusion and among current leader, as the metrics are arranged alphabetically by data point.
The new version, is simply missing a "position number" field, like we've done for the Financial Statement. An addition of the 2 digit "pos_no" column should do the trick.
This narrative format makes it easier to 1.)…
29 votes -
New Reports - we need a filter by year not just months
We need a specific Filter for Years (to avoid manual month-by-month selection) in the new reports section so that we don't have to choose every month for reports.
10 votes -
Overall Filters Needed in New Custom Reports
The new Custom Reports require you to add a column to the report in order to filter for that type of data. In many cases, this is not ideal and creates unwanted additional rows/entries. The old Custom Reports allowed you to add overall filters to the report that do not add columns. This feature should be added to the new Custom Reports (honestly to all of the new Reports) for ease of use.
8 votes -
New Reports Organization
We run about 40 different reports each month and the new system has no way to logically organize these new reports. We used to be able to create folders (month end reports, Coaching Reports) to organize what we need and how we need to see it. Now it is just a jumble of saved folders. and if we create custom folders, we have to go in there and find what we saved.
9 votes -
Please make reports back the way they were. They are not user friendly at all and it is like I am learning how to be an MCA all over again a
Please make reports back the way they were. They are not user friendly at all and it's like I'm learning how to do this all over again. A small change would have been appreciated not this giant change that is giving Winmore vibes all over again with the interface.
9 votes -
Reports Header
Report Headers for PDF Downloads: I understand that for csv downloads the headers are a problem, but when printing PDF downloads for MYT reports and such it would be nice to have the headers that are showing in the report to actually be printed as pdf as well. It shows the information that is pulled plus the OP, TL, MCA and so on in the header. If printed on PDF it would be nice to have this as well like it did when we printed from crystal reports.
18 votes -
Way to toggle off the New Detail Panel when opening an Opportunity
The new Detail Panel that appears on the left side every time you open an opportunity needs to be an option to open, not start off opened. It is in the way and creates an additional step to the reviewing process for us.
16 votes -
New Reports are Filled With UI problems
The UI of the new reports section is, to put it simply, bad. They are difficult to read, create, print, download, and are generally just a direct downgrade to the old reports. I realize that aesthetics are probably a low priority when it comes to designing these things, but they shouldn't be. A report that is difficult to read is one that fails at the sole function of a report, that being to communicate data.
On the old reports, we could preview our print/download right in command, and yes it was usually not very good looking, but I don't want…
8 votes -
Commission Tab Notes Notifications
We would love Command Notifications to be dispatched to the MCA/AMCA whenever a note is appended to a newly submitted commission tab. The current functionality entails users manually reviewing the notes tab for each commission tab submitted, which is not an integral part of the workflow for processing a commission tab.
16 votes -
Enhanced Notification for Agent Capping Events
We would love to see a more prominent notification in the platform when processing a transaction that causes an associate to cap. Right now, this important milestone can be easy to miss, and a clearer alert would ensure we can recognize and celebrate with the agent in real time.
A pop-up notification would be ideal, similar to how KW Command displays confetti when a new agent signs up. Even a celebratory animation, banner, or any type of visual cue would be phenomenal. This enhancement would help us deliver a more engaging and supportive experience for our associates while also reinforcing…
16 votes -
Need option to print DBA name for Vendors(co-brokers) on the DA
Did something change in CommandMC for Vendor (co-broker) names appearing as their LLC (legal) name instead of DBA name on the CDA? This is causing issues for us as we are attempting to pay Place on a CDA from our Market Center. Can this be fixed to show the DBA name on the CDA?
15 votes -
Add Chinese and Cantonese to Command IDX site
Please add the Chinese and Cantonese as language options to the IDX site.
Approximately 3.5 million people speak Chinese at home in the U.S., making it the third most spoken language after English and Spanish. Currently, the agent site doesn't have the option to allow customers to choose Chinese as the language.
Adding Chinese/Cantonese to our website ensures clients feel confident and supported throughout their home-buying journey with Keller Williams.
7 votes
- Don't see your idea?