43 results found
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Aggregate Deductions with Same Payee
Aggregate Deductions with same payee. Currently if a fee is split between agents on a transaction, the Commission Disbursement Authorization shows multiple line items for the same deduction. It would be great if these could be totaled up.
For example, a $100 fee split between 2 agents would show as $50 and $50 on the PDF. I would love if it would recognize the same payee, and total the amounts for a cleaner CDA. (A toggle would be phenomenal)
20 votes -
Download Deposit Reports from Previous Months
This was not released: "Allow MCA's to view and print Deposit reports from previous months." We can only see and print the current month, not previous months deposit reports.
20 votes -
List Brokerages in Other Brokers, Not Agent Name
In the Disbursements area- the Other Brokers should be listed by Brokerage instead of agent name. All of our checks are written to the brokerage. Right now we are forced to go to the opportunity to find the name of the brokerage.
12 votes -
company dollar transfer not recording the paid in CO$ by the agent in their accounts
CO$ transfer to another MC, when executed removes the amount paid in by the agent from their cap status! We need to have it remain as paid in CO$ in their status and reports because they have paid it, we just transferred it. There is no way to know now when they reach cap except by keeping an excel sheet.
1 vote -
Print Associate's Legal Name on Disbursement Authorizations
We have a very diverse office which includes several people who go by their middle names and other preferred names, however, they still need to be paid out through their legal name.
Currently, the Disbursement Authorizations only pull from the main Associate Name for their profile rather than the "Associate Legal Name" field. This is crucial to ensure that our agents are being paid correctly and saves us from having to update their main Associate Name in their profile when they have a transaction.
14 votes -
Prevent Incorrect Auto-Population of Seller Name in Transactions
Currently, when creating a transaction in CommandMC, the Seller Name field is auto-populated incorrectly with the Buyer’s Agent name instead of the actual seller. This is causing confusion among Market Centers and agents, as the expected behavior is for this field to remain blank or pull in accurate seller data if available.
To improve accuracy and ensure the correct workflow, we request an enhancement that:
• Prevents the Seller Name field from auto-populating with agent data
• Allows users to manually enter the correct seller information
• Ensures consistency across all transaction types (Sale, Lease, Referral)This update will help…
3 votes -
Show Confetti on Transaction when Associate Caps
Have Confetti or a pop up once agents cap under Transactions on the Command MC Side.
2 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…
5 votes -
Allow Rainmakers to Cover Team Member Caps
We have a team that pays royalty for their agents. We have been doing this through Deductions as a negative deduction in Winmore on the Agent side and a regular deduction on the Rainmaker side. How do we reimburse the agent for the deduction
16 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…
109 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.
14 votes -
Allow Negative Values for Transaction Adjustments
We need to be able to make adjustments the same way that we were able to in WinMore. In WinMore, we could subtract and add whatever amount we wanted while doing an adjustment. We cannot do that with the available options and it is an absolute nightmare to create adjustments.
1 vote -
Show Unit Allocation on Agent Commission Details Report
The agent's commission details should show how much of the unit was allocated to them. This is helpful for our agents/teams to track their unit production.
13 votes -
Add Clickable Opportunity ID in Transactions Table
It would be very helpful for moving back and forth between Transactions to Opportunities if the ID was readily available on the "quick view" page via a clickable link (like how the Transaction ID is currently clickable). I know that currently you can click the Trans# and then see the Opportunity ID within Property Details, but even that one is not clickable.
8 votes -
Show Notes While Editing A Transaction
It would be great if the transaction notes could be visible on the associate detail screen while editing a transaction. I often have to save the unfinished transaction, go back to the notes tab, then click the pencil again and click through to the associate detail section again to make the edits according to the note.
8 votes -
Make Key Metrics Report Printable
Key Metrics and the KWRI Invoice in Transactions -> Month End Close should be able to be seen after transmittal. Why do we have to take a screenshot every month? Can we make it as a report or be able to pull like we do our balance sheet and income statements?
1 vote -
SmartViews for Transactions
When in the Transaction Screen, all the ones that need action taken, should be at the top (Submitted, Resubmitted, and Request for Termination. Closed and Terminated should be at the bottom. Or have settings that we can set as our default, and it opens that screen as we have set up as our default view every time we go in there.
9 votes -
Move Pop-Up Notification above Status Selection in Transactions
Move the status update pop up to the bottom middle. It currently pops up over any buttons on the bottom right.
6 votes -
Deductions for Listing/Sales Transactions
Deductions that are mandatory for the MC are automatically mandatory for all types of transactions/pipelines. Need to be able to separate automatic deductions for Listing transactions versus automatic deductions for Buyer transactions. We only charge a $295 BAC on the Listing transactions and either we have to manually catch and add the deduction, or we have to manually catch and remove the deduction on the buy side. Too many variables for errors right now.
2 votes -
Listings Sold Report Hyperlinked in Month End Close > Production
In Transactions in the Month End Close tab under the production it would be great to add Listings Sold Units and Volume
8 votes
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