24 results found
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MC edit ability on Property Address after Import
If an agent mistypes the Property Address and commission is imported, the address cannot be updated- I recommend MC ability to edit if necessary.
1 vote -
Compliance access
Compliance officer should be able to do anything that the agent can do in the opp- create commission etc. It is difficult for some agents to navigate the command program. In Dotloop as compliance- I was able to do anything that the agent could do.
1 vote -
Add Comment Button back to the Opportunity Tab - for Compliance Clarification
The Comment button used to be easily available while completing a compliance request. We NOW must click the 3 dots to the left hand side to leave a comment.
PLEASE MOVE THIS BUTTON BACK TO THE TOOL BAR ABOVE THE CHECKLIST.
Thanks
1 vote -
Opportunity details pane in document review
Currently when auditing compliance needs to back out of document review to see who and what details are supposed to be on document. In review area there is a details section but it doesn't show all the pertinent info for the transaction. information needed will be what type of sale this is, what check list type, close of escrow, acceptance date, year built, sales price, seller purchaser and co-broker. There are 2 solutions to this, one is to pull from details area on opportunity details for specific opportunity to details section in document review or 2 create a whole new…
1 vote -
Allow the MCA/AMCA ability to be able to edit/submit an agent's commission tab
This would be helpful when an agent did the commission tab but just forgot to submit it or if they are unable to go in and fix the error and submit it. A lot of our agents are missing the errors and then go to submit and they don't get a big pop up saying that the submission was unsuccessful so they think it is submitted and then can't go back in until sometimes the next day or longer if they are out of town.
1 vote -
Fix PDF rendering engine
Why can't we get the PDF rendering engine to work? Literally every other rendering engine works, why can't ours? When doing compliance, sometimes it does not scroll to the next page, sometimes it only displays 1/2 of the sheet (the other half is off the screen to the right), and the list goes on. Can't we just use Adobe's reader so it will work?
1 vote -
Search Opportunity by Agent
In Command MC, under the opportunity tad, One of the filters should be search by Agent. It would make looking for a particular listing much easier to find.
1 voteThis is available in the Opportunities tab now!
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Compliance Broker Allowed to Edit Opportunity Details or Re-Assign an Opportunity
Compliance Brokers should be able to edit an agent's Opportunity Details and/or be able to re-assign an Opportunity to another agent. We have a situation where an agent left our firm so the Compliance Broker is taking over the agent's file. There are details that need to be updated, but we're unable to. The agent's account has been shut off so we can't even access the Opportunity through the agent's side.
1 vote -
Opportunity Details - The Property section should accept a unit number
KW Support advises that this is in development. Please upvote this idea if this feature is important to you.
1 vote -
Compliance Review - Display The placeholder name next to the document name in the review documents screen header
This feature was implementd earlier this year (April?) and later removed. Displaying the placeholder name to which a document has been uploaded is very helpful in the complaince review to know if the agent has uploaded the correct document to the correct placeholder. Please bring this feature back.
1 vote -
Bring back the Review all New Documents function
Can you plese bring back the function where when completing compliance reviews we can click "Review" then "New Documents" and it brings up all documents. As we review and Approve or Reject, it would go to the next document. Currently it closes out of all the documents after your Approve or Reject.
1 vote -
Command Compliance checklist should not be sorted by Required/Conditionally Required/Optional
It looks like the Compliance checklists have been reordered from how I created them to be sorted by Required/Conditionally Required/Optional. The order I created was specific to our transaction flow so now the list is disjointed. It makes both the upload process for agents and my review process more time consuming. Also, I've had agent complaints about the color scheme, since they see red & orange and think something is wrong. Please put the order of documents back to matching the checklist as I designed it and either remove the colors or don't have them overlap with the Approved/Missing/Returned colors.
1 vote -
Checklist Items not entirely visible
Please make the entire checklist item visible or the columns adjustable. Currently only the first portion of the checklist item is able to seen... the entire checklist item is unable to be read.
1 vote -
Productivity Coaching Program tracking function
We need a system to track our production for all the agents in the Productivity Coaching Program- whereas the PC can see the activity, production, listings taken for each agent who is in the program.
1 vote -
Closed Status for Folders
It would be helpful to have a Closed status for folders, or for the MCA to have the ability to mark an Opportunity Lost. That would prevent us reviewing dead folders repeatedly while viewing Open and Approved status, when our agents neglect to mark their Opportunities Lost.
1 vote -
Auto fill all steps of the tasks template without the need to click and drop through stages.
We should be able to create a new opportunity and then move side to through the transactional tasks without the need to drag and drop in each step before it shows up. Many times we have steps that may occur out of sequence and we should be able to fill those in as they happen without changing the template.
1 vote -
Referral 1099 import into WinMore
When you import a referral into WinMore from Commissions (and it is not existing) the PAY TO Line imports the referring agents name and not the brokerage. You have to manually go in to change the outside broker contact card so the pay to line reflects the brokerage name and not the agent.
Can this be fixed to just show the brokerage name for all?
1 vote -
DA Number in Closed Opportunities
Currently CommandMC adds the WinMORE DA to an existing Opportunity after the Command Commission Request has been accepted and imported into WinMORE. However, after the transaction is marked as Posted in WinMORE, the DA number disappears from the Opportunity. I would like it if the DA number stays associated with the Opportunity.
1 vote -
Command Reports for E&O Insurance Quotes with Easy Submission to Partners
All the data we need for E&O insurance quotes will be in command. Could we get reports specifically for this data and/or the ability to easily submit it to our partners at Keller Covered. I just used their online application and it would seem to me that we could integrate this.
1 voteOur new Reports functionality in CommandMC (for Market Centers in the new Transactions experience) allows for Filters and Sorting that will fit these needs! You can pull by transaction type, sort by sold price, etc.
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MCA Ability to Edit/Create a Commission Request
The MCAs should have the ability to edit or create a commission request for the agent on the CommandMC side.
1 vote
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