57 results found
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Allow Market Centers to Require Certain Vendor Fields be Completed by Agents
If would be nice if Market Center by Market Center, we could require certain Vendor Fields (ie Title, Lender, Home Warranty) be required for Agents to fill-in.
This would help with MSA, JVs, etc. to be sure that we have clear and transparent reporting for our vendor partners and the ability to track the number of transactions we're completing with each partner.106 votes -
Automatically Upload DA to Opportunity's Closed Documents
DAs in the new Transactions workflow should automatically upload to the Closed documents section in the related Opportunity.
105 votes -
Allow Deductions Based on Gross Commission
Currently deductions are calculated off Net Commissions. It would be helpful to have the option to have deductions, like PC fee, calculated from Gross commissions.
118 votes -
Ability to Add Vendor on the fly for both MC and Agent in Transactions
Need ability for MC leadership and Agents to be able to add a vendor on the fly in the transaction or adjustments sections rather than having to back out and add to vendor list.
58 votes -
Ability to add Comments to the DA
We utilize this area to indicate breakdown of commissions and transaction fees or concessions since it is not detailed on the CDA itself and only lists the adjusted GCI.
In addition, we would like to NOW be able to indicate if the Seller, Buyer, or combination of both are paying said commission.
Having this in the comments, rather than adding them separately after printing the pdf ensures this information stays with the CDA in the event it is revised.
56 votes -
Streamlined Payment Process: New CSV Summary Report for Agent Payments
To streamline the process of managing agent payments and reduce the need for manual entry, we propose creating a CSV summary report by deposit. This report should include the following details:
- Deposit Number
- Agent Name
- Address
- Agent Net Amount
- Outside Referrals
- Deductions
- To be Paid/Paid
By consolidating this information into one document, it will significantly expedite the AE entries and ACH payments. An additional benefit would be the ability to import this type of file directly into AE, bypassing the need for manual data entry.
This summary report will serve as a comprehensive reference, allowing for quick verification and processing…
85 votes -
Auto-Print Deposit Slip & Summary
Having to download and print the deposit slip and summary separately for each deposit takes up a lot of time. For those of us that have multiple business centers that we put on separate deposits and have to do additional separate deposits for each location for checks vs wires received, this can become a huge time suck. It would be wonderful if the reports for each deposit would either auto download in one pdf or auto print.
39 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.
39 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.
44 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.
52 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
43 votes -
CDAs print with a pre-filled Signature and today's 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.
21 votes -
Addresses on CDAs
When CDAs were created in Winmore if a deduction, co-broker, or outside referral needed to be paid, their address would be added to the first page of the CDA. The new system does not do this. We would like for addresses to be added so that it is easier for MCs and Title companies to pay out without having to figure out where payments need to be sent.
23 votes -
Loan Type and Amount Fields after Selecting Mortgage in Transaction Parties
Winmore used to keep data on Loan Type and Amount for our mortgage affiliates. There is currently no fields to enter this data in the Transaction Parties section when closing out a transaction in CommandMC. Also looking to have this info stored and added to the Reporting functionality.
39 votes -
Show Outside Referral Details on Agent Commission Details Page (Referring Agent, Brokerage, Address)
Display an itemized subtotal of the companies paid and the amounts included in the 'Outside Referral' total on the Agent Commission Details Form.
For example, if both ABC Realty and XYZ Real Estate are being paid an outside referral, it is helpful for the associate to easily see that $N.NN was paid to ABC Realty and $N.NN was paid XYZ Real Estate.
30 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.
20 votes -
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 -
other broker
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 -
Edit Outside Referral Amount
MCA's need to be able to edit the referral amount in the transaction, right now we have to delete it, then add it back in to correct them amount -
29 votes -
Turn off Notifications for KW Fees for DAs
Stop sending out notifications to the agents when KW fees are added the DA. They are getting these notifications, even if you don't add them. They are for the KW Cares, KW Next Gen, and BOLD. I have had several agents contact me freaking out as they have not signed up for these deductions, and we didn't enter anything in for those fields. Just turn it off or if the agent wants to add it, then a notification should be sent in Command that the MCA is notified that the agent added it, and only then. I have had several…
17 votes
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