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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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34 results found

  1. Delete CommandMC Lead Sources

    This should apply to recruits and track through to associates. Command MC should have the ability to delete custom recruit lead sources. It's like custom tags, when systems change, the available lead sources need to be updated for a cleaner more streamlined systems.

    10 votes
    under review  ·  2 comments  ·  Recruits  ·  Admin →
    How important is this to you?

  2. Edit Appointment Types

    Love to be able to edit "appointment types" or have "KSCORE" and "KW Prep" added as choices in appointment types

    10 votes
    under review  ·  2 comments  ·  Recruits  ·  Admin →
    How important is this to you?

  3. Appointments Show in Timeline

    Allow logged appointments in Command MC to populate on the recruit and associate card timlines.

    Currently, logged appointments do not appear on the recruit or associate card timelines and require looking in two different tabs. It would be great to see these on the timeline with other events.

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

  4. Automatically remove Smartplans from Recruit when moved to “committed” stage in pipeline

    When a recruit is moved to the “committed” stage of the recruiting pipeline, have a setting in Smartplans that will allow that pipeline movement to stop active recruiting Smartplans from going to that recruit. Example: Susan is a recruit that says “yes” to the kw office. When Susan is moved to the “committed” stage of the pipeline, the active Smartplans going to her as a recruit would end. Then, once Susan onboards, she can be effectively added to associate-based Smartplans. This automatic function would be a time saver and also help us stay on top of the communication she is…

    6 votes
    under review  ·  1 comment  ·  Recruits  ·  Admin →
    How important is this to you?

  5. Onboarding Invitation Email and Documents Personalization per Market Center

    Market Centers have specific documentation and questions they would like to include in the Onboarding process for new Associates. Adding forms, custom questions, and the ability to customize the Onboarding email that is sent is requested.

    33 votes
    under review  ·  3 comments  ·  Recruits  ·  Admin →
    How important is this to you?

  6. Refer a Co-Broker to KW via Opportunities' Co-Broker

    Add option when submitting commission tab for agent to select “Yes I would recommend that this agent join KW” or “No I would not recommend working with this agent” for the co-broker they worked with. A required yes or no box that sends a notification to the TL when checked yes so they know to reach out.

    (I believe green sheets used to do this) :)

    15 votes
    under review  ·  5 comments  ·  Recruits  ·  Admin →
    How important is this to you?

  7. Bulk Remove Tags

    It would be beneficial to have similar bulk options as in Command where applicable. Mainly, I find having the option to Bulk Remove a Tag would be advantageous when going in and cleaning up a pipeline. Otherwise, we're left to going in to each individual card and removing them one by one.

    13 votes
    under review  ·  1 comment  ·  Recruits  ·  Admin →
    How important is this to you?

  8. Ability to see more than a 100 recruits per page

    3 votes
    under review  ·  0 comments  ·  Recruits  ·  Admin →
    How important is this to you?

  9. Recruiting Pipeline to follow the same structure as command for agents

    Make the recruiting pipeline mirror (visually) what the Command Opportunities Pipeline is for Buyers, Sellers, Rental. Instead of those categories it would be Unlicensed, R1, & R2 Pipelines.

    This would allow for leadership to create systems in the recruiting pipelines that are appropriate for each level of productions. We are currently running over 10 stages in active recruit in order to use the pipeline tasks as SOP for each recruit.

    It has become clustered and made ease of use difficult

    3 votes
    under review  ·  0 comments  ·  Recruits  ·  Admin →
    How important is this to you?

  10. Change Production Status (R1/R2) in Associates

    3 votes
    under review  ·  0 comments  ·  Recruits  ·  Admin →
    How important is this to you?

  11. Include the "Referrer" and "Notes" Fields on Export

    If the Market Center is being sold to a new Market Center, we want to ensure that all recruit details, such as the "Referrer" and recruit "Notes," are included in the export CSV file when the recruits are exported and imported to the new Market Center.

    3 votes
    under review  ·  0 comments  ·  Recruits  ·  Admin →
    How important is this to you?

  12. courted

    KW should buy courted.io - It's a super powerful replacement to Broker Metrics, heatseeker and pipeline with AI built in. Check out a demo with Elena and write a check and integrate into Command

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

  13. Duplicate a Recruit Contact in CommandMC to a Pro-Coach Account in Command

    When adding a recruit in commandMC it would be wonderful if there was a check box or option to add recruit to a pro-coach account in command. (for newsletter smartplan options) At this time we are adding recruits in commandMC and then having to go to command and add them again in a pro-coach account. Thank you so much for your time!

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

  14. Add a bulk "fall out" action to move recruits out of the pipeline

    Add a bulk "fall out" action to move recruits out of the pipeline

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

  15. Update Last Contacted in Recruit or Associate Card with SmartPlan Touch Actions (Email, Task SMS, Touch Task, Call Task)

    For tasks or emails done through SmartPlans should update the Last Contacted for a recruit. Whether it's a touch task, SMS task (since Twilio is not yet supported in CommandMC), email, or call task, it should be considered contacting the recruit. Otherwise, we will have to double input by using "Add Activity" in the Timeline or not count emails as a touch.

    5 votes
    under review  ·  0 comments  ·  Recruits  ·  Admin →
    How important is this to you?

  16. Include Editor in Timeline Activity

    Show who added the comment to the Recruits timeline. Currently have to manually enter your name or initials.

    5 votes
    under review  ·  0 comments  ·  Recruits  ·  Admin →
    How important is this to you?

  17. allow anyone to be named as recruit referral

    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
    under review  ·  1 comment  ·  Recruits  ·  Admin →
    How important is this to you?

  18. YOY Volume and YOY Units sorting in Command MC Recruits

    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
    under review  ·  0 comments  ·  Recruits  ·  Admin →
    How important is this to you?

  19. Have a place for 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
    under review  ·  0 comments  ·  Recruits  ·  Admin →
    How important is this to you?

  20. 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
    under review  ·  0 comments  ·  Recruits  ·  Admin →
    How important is this to you?
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