308 results found
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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.106 votes -
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.
76 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.
92 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.
105 votes -
Allow Deductions Based on Gross Commission
Currently deductions are calculated off Net Commissions. It would be helpful to have the option to have deductions, like PC fee, calculated from Gross commissions.
118 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.
58 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.
56 votes -
Sub-Total Line per Associate
Production Reports (Contracts Close, Contracts Written, Listings Taken) need to subtotal by agent for all columns. We recognize for production over $1million each month, and the Winmore reports did the subtotal.
70 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.
97 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.
95 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…
85 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.
39 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.
51 votes -
E&O as Recurring Deduction
Prior to the new system we were able to set our E&O Insurance to a default value for all agents. It currently defaults to $0. This would be best if we could set E&O up as a recurring deduction and then adjust for each agent as we need to for unique situations. Such as people on a team.
67 votes -
Add Referring Brokerage as Vendor Field
Change how agents input the outside referral, not by searching, or adding by the agent name, but searching /adding the brokerage, (where the MCA can have the broker / vendor library built, with the EIN already set up) then add the referring agent name as a separate, non-linked field. When agents move to other brokerages, that will cut down on maintenance of that library, and the MCA's will ensure the correct W9 information is used for the outside brokerages.
78 votes -
Default Search Location Should be the MC Address
Currently, the default property search page currently is Austin TX, Headquarters. This is confusing for consumers when they get to our MC site that is not located in Texas. All MC/BC sites should default to their franchise address.
37 votes -
Agent DA Overview
We need a quicker option to see agent's recent DAs. I know that we can find this in Reports, AND it would be SO HELPFUL if we could link to this information easily in Transactions OR in the agents' Associate card.
In Winmore, we would easily see recent DAs in the Cap Detail tab of an Associate Card. There's no way now to quickly see this without stopping a process and filtering through Reports.
24 votes -
Tag Associates to correspond to AccountEdge job codes
Would like the ability to add tags to agents that correspond to job codes in AccountEdge so when we pull reports, we can see totals per job and pull reports per job instead of having to manually calculate.
31 votes -
Sort Transactions by Submitted Date and Closed Date
Please build the ability to SORT the data in the Transactions applet by both date submitted and by closing date. Our MC sends commission invoices on behalf of our agents, and with the elimination of the Commission tab, it is incredibly difficult to track what has been submitted and processed versus what has not. Thank you.
39 votes -
Link to Commission Tab in Transaction Details
I need to be able to see an agents side of the work flow on their commissions tab so I can assist and help point them in the right direction when they are creating their commission tab.
44 votes
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