55 results found
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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 -
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.
15 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!
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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 -
Add Agent to Same Side Twice
We should be able to add the same agent more than once on the same side of the transaction.
10 votesPlease provide a use case for this request so that we can best understand the need for this! Thank you.
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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 -
Show Buyer/Seller Receiving Concession
Concessions line you should show who is getting the credit. Buyer/Seller
4 votes -
Show Compliance Status in Transaction
Please add a compliance status in Commission Requests for those of us who only provide DAs when compliance is approved.
23 votes -
Send Notification Button for Associates with Pending Transactions
Easy Button for pending list follow up so we can push right from the (future) pending list in Command. Agent gets a notification on phone asking for status update. It prompts them to change price, date, etc in their opportunity.
17 votes
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