39 results found
-
Allow Any Name in Referral Field
In recruit card for the lead source referral you can only add a name of a current KW agent/leader. We get recruit referrals from other individuals (affiliate partners, prior KW agents etc.) It would be helpful to add the name of the actual referring individual.
2 votes -
YOY Volume and YOY Units Sorting in Recruit Table
This brought to me by my OP at my market center. The new update "Find Agent" in Command MC Recruits is great. While a few columns are sortable the YOY Volume and YOY Units columns is not sortable. Making it sortable will allow TL or OP to look at those numbers and see agents with challenge in YOY numbers.
1 vote -
Add Legal Name Field in Recruit Card
I have many recruits that come in with a preferred name different than their legal name. For the use of SmartPlans, I put their preferred name in the contact card first and last name area. I then have to make a note of their legal name for future reference. However, having to scroll through the timeline or notes to find the "Legal Name" or having to remember I have that note throws off some of my systems. It would be great to have a Legal Name field like Command Contacts have or even an option to create Custom Fields for…
1 vote -
Share SmartViews with Other MC Staff
MC Staff Team SmartViews
Since recruiting is a team effort, allowing the ability for MC staff team members to make SmartViews shareable would be a huge benefit. If one person needs to make the SmartView, when they go to save that view, there can be an option to "share with team". Which could be selected as a check box. This would allow for the creation of both personal and team views.
6 votes -
Bulk Action: Reassign Recruit
Be able to unassign recruits from a previous team member/team leader after the team member has already left the office. Right now, you can't filter by previous team members.
3 votes -
Remove from Pipeline inside Recruit Record
Please let me remove an agent from the Recruiting Pipeline from the Contact card. Currently you have to back out of the card all together which brings you back to the active recruit stage no matter where you were before and you have to navigate back to the correct card to hit the meatballs to remove them. It takes so much time to clean up the pipeline as it is.
6 votes -
Create Task in Tasks Tab
I'd love to create a task for my recruits - no button available like in regualr Command
4 votes -
Bulk Action: Move Phase/Stage Recruits
Having the option of bulk actions when moving recruits throughout the various phases of the recruiting pipeline will allow any of member of leadership do so more easily and efficiently thus allowing for a better leverage of time. Currently, the method of moving recruits is to do so one by one, which when in an office that has over 200 recruiting appointments a year, can be a very time consuming task.
8 votes -
Move Command Contacts to CommandMC Recruit Pipeline
I have been using command for smartplans and texting to recruits. once the recruit engages, I move them to command mc. it would be great to have the ability to sync the entire contact record between command mc and command and visa versa -
9 votes -
Refreshed Recruit Metrics Reporting
Look at the different reports that Broker Metrics can create and create them for Command. Give ever agent the ability to pull town, county, area comparison. Agent to Agent comparison. Office to Office comparison, Brokerage to Brokerage comparison. See agent counts for different brokerage. Possible at some point making some of these reports a simple button click(ie Company info, brokerage info, team, agent) but also still keeping the option for on the fly boolean search.
1 vote -
Allow Typing in License Dates for Joining Portal
When new associates are inputting their lic information in the Join in Process part - they input their license dates, YET THE CALENDAR DOES NOT LET YOU TYPE IN DATE - you have to CLICK THROUGH EACH MONTH TO FUTURE YEARS. Why cant the calendar accept a typed in date?
11 votes -
Optimize KW Invitation for Mobile
Currently when sending a kw invitation to a recruit they are not able to open on their phone. It would be great if they could open on their phones.
7 votes -
Transfer Recruit to Another MC
Would be great to be able to transfer a recruit to another MC while retaining the contact history and referral source from one MC to another and have it show up in "inbound leads" to the receiving MC. Every once in a while, we meet with someone out of area and call those offices to refer. Would be convenient to do so in Command and could help in event of agents who move etc.
6 votes -
Add Additional Beneficiary when Onboarding
Now that agents must add themselves to Command. There should be an option for them to add more than one beneficiary. They should have the option to add another person if necessary. The button could say add one more or next (for the next screen).
5 votes -
Customize Recruit Card Information in Pipeline
When I click into my recruit pipeline I would love to have the ability to change what information is on the recruit "card" from the pipeline view. The visual is super helpful. When i'm doing follow-ups the easiest way is for me to copy and paste their number or email and then send them a quick text from my personal email or phone. I would also like to see appointment date as an option to select the date for the appointment scheduled field that would show up on the primary card. I keep track of appointments on my Google calendar,…
4 votes -
Search By Phone Number
I would like the ability to search for a recruit by their phone number..
7 votes -
Allow Photo for Recruits
On the contact card for the recruit, we would love to be able to add a photo of them to the Photo Image next to their name.
7 votes -
Filter by Pipeline Stage
Currently you can only filter by The Big Phases, like Cultivate. If you could filter by Pipeline stage it would be easier to grab recruits in different stages for different smart plans instead of having to go through them one by one. For example I have two different stages in cultivate "Follow Up Mets" and "Follow Up Haven't Mets" and the people in each are going to be on two different SPs.
4 votes -
Co-Op Agents on Transactions Report
We LOVE the feature that requires agents to enter the co-brokers name on the offer within Opportunities, and would also love an easy way to search or see the list of co-brokers on recently closed transactions! This is a huge focus of our recruit prospecting, and this would make it easy to see a list of who our agents worked with, alongside details about the transaction. Would make an easy "who to call today" feature for TLs and MCAs!
7 votesHey folks! We are looking to possibly implement this in the future. Two questions for you to answer, when you have the time:
- What information would you need to see for the co-op agent and transaction?
- How far back would you want to see co-op information? e.g. 30, 60, 90 days
- Don't see your idea?