8 results found
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Add Referring Brokerage as Vendor Field
Change how agents input the outside referral, not by searching, or adding by the agent name, but searching /adding the brokerage, (where the MCA can have the broker / vendor library built, with the EIN already set up) then add the referring agent name as a separate, non-linked field. When agents move to other brokerages, that will cut down on maintenance of that library, and the MCA's will ensure the correct W9 information is used for the outside brokerages.
78 votes -
2 votes
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Add consultation section for new paperwork for tenant section of compliance review
Now with the new commission rule we are finding our agent have to complete paperwork for the tenant clients sooner now with buyer broker/ agent commission fee and our broker would like to see a consultation section in the tenant area like we have for buyers and seller to put the paperwork in.
2 votes -
rotate
Document Rotation (Orientation). Two (2) items: 1) MC Admins used to be able to rotate documents that were submitted in a landscape orientation and review the upload to approve/return the document. Somewhere along the way, there was an update that causes the system to create a new version of a document when you have to re-orient the document before viewing it now (without a notice). I have since discovered that on multiple occasions, I have corrected the orientation of the form, made notes and returned it only to find out the notes left for the agent were on the 1st…
1 vote -
Compliance Checklist (added functionality)
Compliance Checklists (Sort, prioritize or hidden option) Can we have an option that allows us at the MC level in the admin section to either: SORT the checklists to PRIORITIZE them based on our MC needs or HIDE outdated/replaced checklists? We do not want to remove old checklists, but the issue we run into is the agent comes into their folder, clicks the drop down and selects the first option they see (even if we rename the checklist to DO NOT USE). So, when we make changes due to our MC or state requirements vital enough that we need to…
1 vote -
Create an additional status of IN PROCESS which would be an alternative to RETURNED or APPROVED. Ag
Create an additional status of IN PROCESS which would be an alternative to RETURNED or APPROVED. Agents and TCs don't like the folders returned unless there is an issue with one of the documents already uploaded. IN PROCESS could mean that all docs uploaded are approved but there are still missing required documents to come further along in the transaction.
1 vote -
Compliance Emails to Different Email Address
We have rainmakers who want compliance emails to go to their admin but everything is pulled from one email in kw white pages for leads and such that should be separated. The rainmaker's profile for kw.com should be their email address and command emails for compliance should have another spot to put an administrative email address.
8 votes -
Compliance Feedback Templates
As a reviewer in compliance it seems I am always always rejecting some items for the exact same thing. It would be nice to go to a clause manager and pick the clause that is already there so we don't need to type it all the time.
8 votes
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