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CommandMC

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  1. 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.

    119 votes

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  2. 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.

    127 votes

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    under review  ·  15 comments  ·  Associates  ·  Admin →
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  3. 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

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  4. When we download the Associate Detail (page 2 of the DA) page in the new Transactions, it opens a separate tab for each agent along with Page 1 of the DA. Can we please get it to where they download all in the same tab so we don't have to download multiple pages.

    219 votes

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    Hi all! Thanks for all of your wonderful feedback so far. The engineering team is considering this idea for implementation, however, we are unsure if this would be the right choice for every Market Center.


    Would it be helpful to be able to choose whether to automatically print the DA after moving a Transaction to the Closed status? We want to save clicks, and want to make sure we choose the best option for all MCs when implementing a feature for efficiency.

  5. 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.

    118 votes

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  6. There should be a "reject" options for Termination Requests. We (MCAs) understand that an undo button is probably not possible due to listing attachment. However, a reject button should be available. While this would create a delay in the agents' ability to create a new offer, if agents are following proper timeline procedures, there should be enough time between a cancelled contract and a new offer/commission being submitted to allow for an accept/reject option.

    187 votes

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  7. Show and allow us to edit the company dollar split

    190 votes

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  8. Would love the ability to bulk download all closed opportunities. At this point we can only do it one by one. At a minimum, would love to see the option to download by each month as a form of backup.

    11 votes

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  9. DAs in the new Transactions workflow should automatically upload to the Closed documents section in the related Opportunity.

    122 votes

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  10. At this time, it is not possible to customize columns—such as rearranging, adding, or removing them. As a compliance coordinator, having access to specific information is important to my role. I would also appreciate the ability to sort the data for easier review and organization.

    12 votes

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  11. MC Leaders with the "Compliance Coordinator" and "MC Broker" leadership roles should have access to edit the license expiration dates and MLS IDs in the Associates tab of CommandMC. As it stands, only OP, MCA, TL, Assistant MCA, Assistant TL accounts have access to edit this information.

    10 votes

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  12. 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.

    100 votes

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  13. 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.

    68 votes

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  14. 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.

    70 votes

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  15. 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

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    under review  ·  1 comment  ·  Accounting  ·  Admin →
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  16. 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.

    11 votes

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  17. 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.

    13 votes

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    under review  ·  3 comments  ·  MC Reports  ·  Admin →
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  18. Ability to attach a W9 to a Vendor and a link to the opportunity would be helpful during tax season.

    120 votes

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  19. We need to have a tool in Command MC that helps us connect associates to the courses that we have prescribed for their business and track if they attended the class. To connect the value that Keller Williams offers to the results that the agents are having in their business. We can also help those that are struggling in their business and how we can help them.

    10 votes

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    under review  ·  0 comments  ·  Associates  ·  Admin →
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  20. For CommandMC email designs there is no option for pretty email designs and just text only. Would love to see a feature to import email designs into CommandMC.

    20 votes

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    under review  ·  6 comments  ·  SmartPlans  ·  Admin →
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