37 results found
-
Don't Allow All Zeros for Vendor EIN
It was be amazing if the system would not allow agents to put all zeros in as the EIN number. Is there a way to not let them add the vendor if they use 00-0000000. We have no way of knowing this has occurred until we go to do the 1099's and it causes a lot of back and forth searching to correct.
7 votes -
Sort Transactions by Submitted Date and Closed Date
Please build the ability to SORT the data in the Transactions applet by both date submitted and by closing date. Our MC sends commission invoices on behalf of our agents, and with the elimination of the Commission tab, it is incredibly difficult to track what has been submitted and processed versus what has not. Thank you.
54 votes -
Automatically Updating Percentage-Based Deductions
The percentage based deductions so far are not automatically updating when the commission changes and/or a referral is added to the commission. It would be very beneficial to have that automatically update as many of our agents are signed up for automatic percentage deductions into our agent savings account.
6 votes -
Print All Reports at Month End Closing
Link to be able to Print All Reports at once at Month End just like winmore had this option instead of us having to click each. This will save time and help with not forgetting to print certain ones
11 votes -
2 votes
-
Add Concession information to page 1 of the DA
When there is a concession on a transaction, the concession does not show on page 1 of the DA. It only shows on page 2, making it appear that the Gross commission amounts don't match. This is an issue with Title Companies, with some returning the DA, thinking it's an error.
4 votes -
Notification Bubble for Notes Added to Transactions
There should be notification of there being a note in a transaction, so we know to open the notes tab
59 votes -
DAs Print with Signature and Date
When the CDA is printed, include today's date automatically as well as include an uploaded signature based on the user. This would save time from opening the .pdf, adding the date and signature, then re-saving the file.
26 votes -
Link to Commission Tab in Transaction Details
I need to be able to see an agents side of the work flow on their commissions tab so I can assist and help point them in the right direction when they are creating their commission tab.
50 votes -
Show Referral Agent Name on DA
Example: Keller Williams Eastside (Agent: Jane Doe)
This would stop a lot of calls we get from other MCs to find out which of their agents should be paid out on a referral. Escrow sometimes will only send a check, no copy of DA, no Final SS, so they have no clue who to pay out.
Right now, escrow has no clue unless the agent sends them a copy of the actual referral agreement. So, the other MC has to call our MC to find out. This would help our MC from not having these calls plus escrow wouldn't be…
12 votes -
Show Deposits' Editing History
If a deposit is edited, the system should track, and show, the changes made to the deposit. IE the transactions added or removed.
56 votes -
Print Multiple Transactions' Disbursement Authorizations
I would like to see the ability to print multiple transaction ids at once as we were able to in Winmore with DAs. I have agents whose accountants would like all of their transactions printed and emailed.
25 votes -
Custom Permissions for CommandMC
Allow the Compliance Coordinator Role to have access to Transactions. Our transactions processing team needs this to do their job, but they should not have access to all the items an MC Leader has such as our full Recruiting pipeline. Seems silly that the role that is in charge of processing deals and transactions doesn't have access to this part of the program.
12 votes -
Incorporation Name for Associate in Financials Tab
Incorporation Name to show on financial tab - disbursement section of the transaction. Currently only the agent's name is listed. Would like to see both the name and incorporated (if there is one) in this area. If we are paying the agent straight from this screen we have to remember what their LLC name is. Only way to see the incorporated name is to download the PDF.
17 votes -
Show Total Commission Amount on Agent Commission Details Report
On the agent's commission details page, the top of the page should show the full commission on the transaction, not just the agent's portion. This is helpful for our agents to see the full amount prior to any splits.
15 votes -
Send Notification Button for Associates When Paid on a Transaction
We work hard to keep all aspects of the transaction and actions needed or taken inside of the opportunity. It's our one-stop-shop for everything related to each transaction.
We currently tag agents in the "Closed Stage" of the Documents Tab to notify them they've been paid, and when/how any cobrokers, referrals, or seller excess checks have been released.
It would be VERY helpful to have a button for MCA's to use that auto-tags the Opportunity as "Paid Out" and sends a pre-formatted Command Notification (with a companion email) to notify the Agent when commissions, cobrokers, referrals, and seller excess has…
111 votes -
Option for Multiple Lease Payments
Leases that have multiple payments over time now require multiple CDAs to be created. This can stretch over several years with commercial leases. Adding a payments over time feature would streamline this process, and not leave multiple unclosed DAs in the system.
16 votesPlease tell us more about your process for these transactions - is the agent leaving the Opportunity open until all the payments are made? You can also manually create a Lease Transaction with 0 units in order to take care of these now!
- Don't see your idea?