314 results found
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Download Current Listings as CSV
It would be very helpful if we could download our current listings to a csv file to make it easier to see how many we have and to verify them. We were able to do this in Cloudmore. :)
9 votes -
2 votes
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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.
4 votes -
Print Binding Sponsorship Agreement after Onboarding
Have an option to print the signed BSA for the market center and agent if needed after sign on. The only option is downloading at the moment agents sign, but no access for the Market Center.
39 votes -
Allow Any Name in Referral Field
In recruit card for the lead source referral you can only add a name of a current KW agent/leader. We get recruit referrals from other individuals (affiliate partners, prior KW agents etc.) It would be helpful to add the name of the actual referring individual.
2 votes -
YOY Volume and YOY Units Sorting in Recruit Table
This brought to me by my OP at my market center. The new update "Find Agent" in Command MC Recruits is great. While a few columns are sortable the YOY Volume and YOY Units columns is not sortable. Making it sortable will allow TL or OP to look at those numbers and see agents with challenge in YOY numbers.
1 vote -
Add Legal Name Field in Recruit Card
I have many recruits that come in with a preferred name different than their legal name. For the use of SmartPlans, I put their preferred name in the contact card first and last name area. I then have to make a note of their legal name for future reference. However, having to scroll through the timeline or notes to find the "Legal Name" or having to remember I have that note throws off some of my systems. It would be great to have a Legal Name field like Command Contacts have or even an option to create Custom Fields for…
1 vote -
Add Amharic as a Language
When an agent joins us there is no option for them to select "Amharic" as a second language.
1 vote -
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 -
MC Sites - Agent Attribution on Listings
Listing agent information is not showing up on any listings viewed through Market Center sites. Though it was explained to me that this functionality is reserved primarily for agent sites (and the regular KW site), I feel it belies the "Your listings, your leads" principle in terms of helping our agents garner more visibility throughout the platform.
Would it be possible at some future point to include agent-attribution on listings at MC sites?
5 votes -
Associate paid as an inside referral
Associate paid as an inside referral. We pay the Productivity Coach as the inside referral and the closed reports do not have an option to filter on what the PC has been paid on.
4 votes -
Show KWRI Expenses in Command (MAPS, Events, Trainings, Marketplace)
I would like a portal for the agent to see all of their KWRI expenses - MAPS/EVENTS/TRAINING/MARKETPLACE with name, date charged, etc. There is not one place for them to collect that information at year end currently and they have to email multiple departments to get their expenses
1 vote -
Move Preferred Vendors Management for MC Sites into Sites Applet
Currently the only way you can add preferred vendors to the MC Site is by going to the Command Dashboard preferred vendor widget and clicking a box to add it to the MC Site.
This functions very differently from the Agent Site preferred vendors where you can access preferred vendors from the agent site editor. I would like to see the MC Site preferred vendor list function just like it does on the agent site, OR put it in the CommandMC Site applet.
7 votes -
Show Co-Listing Agent(s) on Listings
It would be great to get co-listing agent added to the listings taken or an option to add them on there if they don't show up like we were able to in cloudmore listings.
6 votes -
Regional Progress Report
For Regional leadership, one aggregate report under the PROGRESS TAB, that shows the progress for the region as a whole and then the option to breakdown that progress by each market center. As of now, you would have to click through each market center.
10 votesCould you explain which metrics you would like to track progress for? The Month End Close tracker includes Totals for all Market Centers at the bottom, including for Agent Count, Gross, Net, Appointments, and Key Financial numbers.
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Search by KWUID
Request the addition of KWUID as a search parameter within the Associates applet to enhance our ability to locate associate records more efficiently. Currently, the absence of this parameter limits the ease with which we can directly access records tied to specific KWUIDs.
Request Details:
Feature: Addition of KWUID as a searchable field/parameter within the Associates applet.
Purpose: To enable users to search directly by KWUID, improving access speed and data accuracy.
Expected Benefits:
Efficiency in locating specific associate records.
Enhanced Data Management by ensuring quick access through a unique identifier.
Improved User Experience for all users of the Associates…2 votes -
Show Buyer/Seller Receiving Concession
Concessions line you should show who is getting the credit. Buyer/Seller
4 votes -
Remove Filters
I'd like to be able to choose which filters we can remove from a report. I know we can turn them off, but it would be nice and tidy to be able to remove them as an option if we know we are not going to use them.
2 votes -
Round Robin Assignee for SmartPlan Tasks
Have the flexibility to have care calls scheduled round-robin style to the leadership team (perhaps a toggle button on their profile if they should be included in the round robin?) so that we can assign care calls to multiple people throughout the year and they hear from the whole team.
5 votes -
Share SmartViews with Other MC Staff
MC Staff Team SmartViews
Since recruiting is a team effort, allowing the ability for MC staff team members to make SmartViews shareable would be a huge benefit. If one person needs to make the SmartView, when they go to save that view, there can be an option to "share with team". Which could be selected as a check box. This would allow for the creation of both personal and team views.
6 votes
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