Compliance Requests Timeline
It would be greatly beneficial to have an activity log/ timeline in Command MC Opportunities as a whole (in addition to the already existing timeline within each Opportunity) that only the brokerage admin can see (so we can see our brokerage's admins and our agents). This would help us to see what other admins are working as a whole, as well as refer back to something we recently worked on.
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LABS Team
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LABS Team
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The DOL is asking to see the Timeline for each Transaction file to prove that the Designated Broker/Managing Broker reviewed files uploaded into KWCommand within 2 days as required by our state DOL. Being able to download or print a PDF version of the whole timeline is needed.