24 results found
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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…
2 votes -
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us at the MC level in the admin section to either: SORT the checklists to PRIORITIZE them based on our MC needs or HIDE outdated/replaced checklists?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…
2 votes -
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.
10 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.
11 votes
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