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CommandMC

Keller Williams thrives on collaboration. We invite you to share your ideas for new Command features and help shape the future KW technology.

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CommandMC

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31 results found

  1. Send Mass Texts to Associates

    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.

    104 votes
    under review  ·  9 comments  ·  Associates  ·  Admin →
    How important is this to you?

  2. Documents Tab for Associate Card

    Associate record compliance is a huge issue. Having a documents tab for the associate card (similar to what we have in opportunities) will help secure some of our agent data a little bit better.

    Have spots to upload documents that are required for all MCs (W9, P&G Acknowledgement, Detail of Splits and Fees, ICA, etc) and the ability for the MC to add additional documents used in the MC.

    Password protect documents with sensitive information. Limit who can access those docs.

    27 votes
    under review  ·  2 comments  ·  Associates  ·  Admin →
    How important is this to you?

  3. View Cap Details in Associate Record

    Have a tab that has the cap detail. Allow us to pull the CO$ and Royalty Reports from the Associate applet. (Similar to what is in the transaction cap detail)

    37 votes
    under review  ·  6 comments  ·  Associates  ·  Admin →
    How important is this to you?

  4. See Command AS user

    Many apps have options in them where you can see the client's account how they see their account from an admin position. I think this is known as "View As" or "Impersonation"

    Salesforce, WordPress does this and so does Circle.io, the community platform.

    As Leadership, we frequently need to access an agents account to assist them with something or provide a service. For example, we will go in and schedule a social media post on their behalf as a service or we will attempt to replicate an error so we can record the Loom and submit a ticket. If we…

    18 votes
    tell us more  ·  0 comments  ·  Associates  ·  Admin →
    How important is this to you?

  5. Allow MCA to View SSN

    For the State of MN in order for us to look up agents licenses or do license renewals we need their full SSN and it will be very hard to have to search through agents onboarding paperwork to find their SSN each time we need it.

    30 votes
    under review  ·  7 comments  ·  Associates  ·  Admin →
    How important is this to you?

  6. Upload Files into Associate Records

    When the MCTT is completing a tech audit, would love to see this being uploaded to the Associate contact card like KPA's would.

    43 votes
    under review  ·  11 comments  ·  Associates  ·  Admin →
    How important is this to you?

  7. Associates to Show All Associates in Region for Regional Leadership

    The associates section for the region does not currently show all associates for the region and this would be extremely helpful as regional leadership in order to recognize and keep notes as we have conversations.

    16 votes
    under review  ·  4 comments  ·  Associates  ·  Admin →
    How important is this to you?

  8. Include Editor in Timeline Card for Added Note/Activity in Associates

    MC leaders and teams have to manually note who is logging the activity/note today

    22 votes
    under review  ·  5 comments  ·  Associates  ·  Admin →
    How important is this to you?

  9. Add Recovery Email Column to Associates Table

    Many agents have an old or inaccessible recovery email address on their associate record. Adding that column to the associate dashboard, or providing a report listing that info, will enable market centers to proactively audit and update these addresses to AVOID a repeat of the password reset issues experienced recently.

    11 votes
    under review  ·  0 comments  ·  Associates  ·  Admin →
    How important is this to you?

  10. Display Agent Site URL in Associate Record

    We have a new agent that joined our market center and we are in the process of making business cards. We don't have a way to look up his agent website without asking him directly. It's not listed in white pages nor Command MC in his associate card. It would be nice to have the agent website address listed in Command MC under the contact information section instead of having to ask the agent for their KW Website Address.

    20 votes
    under review  ·  2 comments  ·  Associates  ·  Admin →
    How important is this to you?

  11. Associates Tab - Export to CSV or PDF

    Add the ability to export to CSV and PDF the Associates Tab. We would be able to export a Top Down Report with agent's email and phone number. Great for targeting the roster based on production level.

    9 votes
    under review  ·  2 comments  ·  Associates  ·  Admin →
    How important is this to you?

  12. Cap Status Graphs Should Use Agent Royalty Paid not MC Royalty Paid

    Currently, the Royalty Cap progress bar that agents see is based on Royalty Paid by MC. It would make things a lot easier if their royalty cap status and transactions were based on royalty paid by associate, this way if we have royalty issues, the agent would only see their cap status reflected based on what they've actually paid in, and would make collecting the missing royalty on a previous transaction a lot easier.

    2 votes
    under review  ·  1 comment  ·  Associates  ·  Admin →
    How important is this to you?

  13. Add Custom Fields for Associates

    Ability to add custom fields in an associate record to store additional information such as Key Fob Numbers, Auto Insurance details, association ID numbers, etc

    18 votes
    3 comments  ·  Associates  ·  Admin →
    How important is this to you?
    tell us more  ·  AdminAriel Kimmel (Director of Labs, Keller Williams Realty) responded

    Where would you expect to see these custom fields in the Associate record? Would it be on a specific tab, on the left sidebar, etc? Where would you set up these custom fields (ex: in the Admin Applet)? Who would be allowed to create and edit these custom fields? Would they need to be marked as required?

    Please let us know so that we can work on ideating this for you!

  14. Allow associates not on a team to add guest users to their command.

    Allow associates not on a team to add guest users to their command. That way TC's don't need to request agent codes from the agent every time. Most Transaction coordinators work after hours, and do not get the codes right away from the agent.

    5 votes
    under review  ·  1 comment  ·  Associates  ·  Admin →
    How important is this to you?

  15. Add "Amharic" as a language

    When an agent joins us there is no option for them to select "Amharic" as a second language.

    2 votes
    under review  ·  0 comments  ·  Associates  ·  Admin →
    How important is this to you?

  16. Email in Associate Timeline

    Now that we can send one-off or bulk emails to Associates from CommandMC (thank you!), when selecting the email from the timeline we should be taken directly to the email sent, just as it happens in the Contacts applet in Command.

    2 votes
    under review  ·  0 comments  ·  Associates  ·  Admin →
    How important is this to you?

  17. View Profit Share Tree

    9 votes
    under review  ·  1 comment  ·  Associates  ·  Admin →
    How important is this to you?

  18. Bulk Action: Update License Expiration Date for Associates

    A way you can change all agent's expiration date at one time and not have to go into each one individually. PA has the same expiration date every two years.

    4 votes
    under review  ·  2 comments  ·  Associates  ·  Admin →
    How important is this to you?

  19. Print Binding Sponsorship Agreement after Onboarding

    Have an option to print the signed BSA for the market center and agent if needed after sign on. The only option is downloading at the moment agents sign, but no access for the Market Center.

    39 votes
    tell us more  ·  4 comments  ·  Associates  ·  Admin →
    How important is this to you?

  20. Allow MC tier 1 associates complete access to edit all fields including photos within the MC Associates.

    Allow MC staff with tier 1 roles accessibility to update/edit/add/update photos to associate profiles. Our website pulls those incomplete profiles from Command which of course makes our website look incomplete. Having this ability would allow staff to complete those profiles.

    1 vote
    under review  ·  0 comments  ·  Associates  ·  Admin →
    How important is this to you?
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