51 results found
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Deduction Dropdown List in Edit Transaction
When adding a Deduction there was a drop down list that showed all deductions that you could choose from, this is gone so you have to type in the name of each deduction. The drop down list was much easier, would love to see that back.
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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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.
8 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 -
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 -
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
9 votes -
Show Buyer/Seller Receiving Concession
Concessions line you should show who is getting the credit. Buyer/Seller
5 votes -
Saving Transaction Prompts DA Print Modal
It would be helpful if the popup for the CDA download options popped up as soon as you click change status: "approved," eliminating the download button.
Same for when editing an already approved CDA, that it pops up when you click "save transaction."
We had this option in Winmore- saving any CDA, new or existing, it would prompt you to print to pdf/etc. as soon as you clicked "save."
3 votes -
Show Concessions on Page 1 of DA
Title companies need to see total commission and concession reduces total commission. It's not accounted for on Page 1 of the DA, so title companies can't reconcile what's being paid out because they don't see the "actual" deduction on page 1 of the DA.
5 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.
21 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.
16 votes
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