39 results found
-
Toggle from Transaction to Opportunity to Associate Record in One Browser Tab
Instead of having the 3 windows open to go from Transactions to Opportunity to review documents; and to go from Transactions to Associates to confirm the split /cap...the ability to toggle between the 3 applets seamlessly would be great.
161 votesYou can now click on the Opportunity ID number in the Transaction to go straight to the Opportunity from there!
-
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.
71 votesThis is possible with a custom report. Create a custom report and add the rows Agent Name, KWUID, Total GCI, Total Units and Total Price Closed. Ensure there are no other rows. Then in the filters, ensure it is only the market center you want and then filter CLOSED PERIOD and CLOSED DATE by Year and select this year. Any rows can be moved around and added.
-
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 votesYou can now set a default E&O amount for all Transactions via the gear icon in the top right corner! Hooray! Check out this answers.kw.com article to learn more: https://leadershipanswers.kw.com/hc/en-us/articles/38410920992659-Edit-Transaction-Settings-in-CommandMC
-
Download Associate Roster with Emails, Phone Numbers, and Addresses
Make it easier to send out stuff to agents
36 votesThe OP can export Recruits under the Joined Phase/Stage so that you can grab that information!
-
Search By DA Number in Command
Hi,
I believe adding a search by DA number would be extremely helpful for leadership and agents. Additionally, a column added to the row of information with the DA # when looking at a list of opportunities would be efficient as well. Efficiency is built by specification. Clear and efficient communication is specific and concise. In the world of the command platform and our business, the DA # is the most specific item in relation to a transaction.
This would be THE MOST efficient way to search for an opportunity. If an agent is really on top of their game…
31 votesThe Transaction ID is the DA ID that is on the DA downloaded from the Transaction. You can search by ID in the Transactions applet using the dropdown by Address and selecting "ID."
If this is not the solution you are looking for, please let us know! 😊
-
Quick Add Vendors from Transactions Applet
Currently, we have to exit the Transactions Applet and add vendors from the Admin Applet in Command MC. Previously in WinMORE, we could add Vendors directly from the DA if it didn't exist. There should be a similar function in Transactions where you can add any type of vendor you need directly from the transaction without having to navigate over to a separate applet. This will help expedite the process of adding vendors as transactions close.
12 votesWe will consider this idea in the future! Today, please have two browser tabs open so that you can access both places at once.
-
Highlight Missing Fields in Transactions
When we get an error when our Transaction is not in balance for missing referrals, concessions, etc., it would be nice to highlight that missing field red or yellow in addition to the error message at the top of the screen.
10 votesWhen this happens, you are able to check the sidebar to show amounts that are out of balance. Please use the error banner's message and sidebar to determine which amount(s) you are out of balance!
If you have additional comments about this, please submit a new idea so that we can re-review. Thank you for your feedback!
-
Dialing via CommandMC
The Market Center Team can benefit from this by calling recruits with the click of a button. This will save time and make the process of recruiting through phone calls more efficient.
10 votes -
Option to Sort Pending Company Dollar Report by Closing Date
It can be nice to view the current month's pendings by agent, but it would be more helpful to have the option to sort by closing date instead. This would eliminate the need to download as a PDF and convert it to an Excel file each time.
7 votesPlease try customizing and removing all columns except for Transaction ID and Address to be able to sort simply by Closed Date and this will work as described! You can also add Associate Full Name as a column if you'd like to reach out to each individual agent about their upcoming closings.
-
Add a date tag when uploading the Heatseeker list each week into CommandMC. This will allow a TL to pull all names uploaded each week.
Each week a Heatseeker list is uploaded and most of the times the same agent is uploaded multiple times over a period of several weeks. It'd be great to pull the entire list that's uploaded for that week not just the new names to the list.
9 votesThis is discoverable by going to the Recruit Management tab in Recruits, then using Filters and choosing all Heatseeker scores, as well as selecting Date Created as Last 7 Days. This will show you all Heatseeker leads from the last week!
If you have continuing issues with this, please let us know.
-
Birthday and Anniversary Report Filter Update
I'd like to have the ability to filter the Birthdays and Anniversaries report by the KW start month. Currently the filter for month includes the year so I can't filter a list to show all agents with an anniversary for a given month regardless of the year.
6 votesPlease try adding a Filter by "Associate Birthdate Month" or "Cap Anniversary Date" and that should filter your Associates on the report to show by just month and not be specific to year!
If you have any issues with this Filter, let us know.
-
Remove Agents from Transactions with Prior Written Period
Right now, when an agent adds in an agent to their Commissions tab, we aren't able to delete agents from it the Written Period is in a prior EOM period. When there is a change needed, the only way that has been given to us to change it is to terminate the Commissions tab and have the agent create a new one. Frustrating to all parties involved. We need to be able to delete agents from Commissions tabs at all times up until it's been posted.
4 votesThis is not possible at the time. We report on a monthly basis and so this would throw off all of our historical reporting. This will follow our business rules. Please remove Associates from Transactions as soon as possible to avoid this! :)
-
onboarding email
There is a major time delay between when we send the invite, an agent is ready to go and ready for their license to be pulled to when they actually complete the KWRI onboarding email. I would love for their to be a way for the Market Center to to take that back over instead of putting it into the agents hands.
3 votesHi there! We would suggest either a) sending the invitation sooner to when the agent receives their license information, or b) having Market Center Leadership sit with the agent to fill out the Joining Portal so that they can have more input in the process. :)
-
Bring Back Commissions tab in CommandMC.
Bring back the Commissions tab in CommandMC. When performing compliance, I need to be able to confirm that the commissions being requested are consistent with the Buyer Agency Agreements and the Listing contracts as well as matching any concessions agreed to in the contracts
3 votesHi there! You should still be able to see the Offers & Commissions tab in Opportunities that you are reviewing for compliance requests. Please reach out to support@kw.com if you cannot see the tab as expected.
-
reports
Reports do not tally total commission, volume, etc at the bottom of the page. You cannot download all the pages in a pdf file at the same time, it just seems to be printing the screen view you're on, not an actual report. The filters for sorting by date do not work, it only sorts the dates for each agents name.
3 votesPlease make sure you are using the three dots on the report itself (there are two three dot buttons). This button should allow you to download as a CSV with all of the information that is pulled - not just the information shown on the first page!
-
Ability for Broker in Charge of Compliance to Modify Checklists
The Broker Team in charge of compliance should have the ability to change required items and add new form requirements as changes occur. This is not in the top 20% of the MCA or TL. We used to be able to manage our own lists and now the option is gone.
8 votesThe Compliance Coordinator also gives access to adjust checklists, so please add that role to your Broker if you'd like them to have that access!
-
Lock Close Month / Period
Currently the system is allowing transactions to be closed in a Month / Period other than the current one. This was prevented in WinMORE, and should be prevented in Command MC to prevent erroneous data or issues with Profit Share.
1 voteHi there! Transactions are not able to be Closed with a future Close Date. They are able to be saved for the purpose of forecasting Pending Sales, but they are not able to be Closed. :)
-
Search by "Agent Name" in Transactions
With CommandMC access, it would be amazing if we could search by "Agent Name" in the Transactions applet. Right now, there is only the ability to search by ID, Address, or Client Name. If we want to check where an Agent is at in their Cap, it would be extra convenient to just be able to search their name instead of asking them for an address of a prior transaction in order to pull up that report.
Thank you!
1 voteHi there! You can now Filter by Agent Name using the Filters button in Transactions. You can then search by Agent Name and even be more specific by using other Filters, too! :)
-
Combine Company Dollar and Royalty Historical Transaction Reports in Transactions > Commission Tab > Cap Details
Company Dollar Royalty History Report: One Page! PLZ
When viewing an associates Co$ and Royalty Report - 1 click all info on 1 page would be great! Efficient. Less separate downloads.1 voteThese two reports are separate for a reason! Considering some agents have separate CO$ and Royalty Dates, we cannot combine these reports. :)
-
Add an Agent Search to Market Center Website
When you go to the MC Website and try to explore Agents, the search at the top is for properties, NOT agents. The webpage itself does not provide a way to search for an Agent.
https://buffalo.yourkwoffice.com/agent/search
If you try to use the web browser search instead, it's only helpful if that part of the page has already loaded, so really not helpful given that the whole page does not self load. The user needs to scroll to the bottom to get the next group of agents to load, so it could take minutes of "scroll & load" to get to…
6 votesOn the homepage of buffalo.kw.com there is an option to select "Find a KW Agent" before entering information into the search bar. The URL provided points back to the homepage which allows for that agent search.
If you continue to have issues with searching for an agent, please let us know!
- Don't see your idea?