293 results found
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Add Search Function When Adding Tag inside Opportunity
When looking at a list of submissions, you can search for/ add a tag to an opportunity by typing it in. However, once you go into the opportunity, you cannot search for/ add a tag by typing it in. You have to scroll. The search function seems to only be numeric. Please make the tag search function while in an opportunity work with letters.
3 votes -
Display Opportunity Details in Documents Tab
As a compliance review person in the office we always need to know how many sellers and how many buyers there are on each transaction and the year the house was built. When we go back into a file to continue reviewing we always need to open the prelim to check who the sellers are and then go into the purchase agreement and check who the buyers are. This should not be necessary to do and by adding the two features to the tray would be of much help. Pat Cote, Fremont CA 279
5 votes -
Exclude Tags Filter (Advanced Filters)
there needs to be an option to exclude tags when filtering contacts in command MC with recruits.
4 votes -
Change Document Requirement per Opportunity
Sometimes a conditionally required document might end up being fully required based on previous documents or home build dates, etc. Allow Compliance to change the label to fully required if a document ends up being fully required to eliminate confusion.
3 votes -
Customizable Compliance Statuses
Wondering if we can add a "Reviewed" option for compliance? Like Approved and Returned. We are seeing confusion in our offices and frustration because they see that red returned. Would it be possible to have a reviewed option in Yellow or something? Thanks!
14 votes -
Export Opportunities List
In Command MC, add the functionality to run and export reports in order to obtain a snapshot view of all opportunities for an agent with available filters applied. Could be for a single agent, a group of agents, or MC-wide. Particularly where the opportunity is in a particular phase/stage like returned or opened. At this time there is no reporting functionality tied to Opportunities. We are always talking about tracking our numbers and yet there is no way to save a record. This could be a residual effect of this reporting function.
8 votes -
Expand All on KW Financial Statement (and Print Expanded View)
Abilty to expand all fields on the KW Financial Statement
37 votes -
Command Integration with Broker Wolf/ Lone Wolf
Our Canadian Market Centres are hesitant to integrate opportunities into Command as the current workflow is more efficient. Currently when we load a transaction into Nexone it sinks with BrokerWolf/Lonewolf then with WinMore. 1 Input and done. If we remove Nexone and integrate into Command we have to recreate each and every transaction in BrokerWolf/ Lonewolf which doubles the current workload in a transaction for our agent or our back office at the market centre.
Most market centres want to stick with Nexone to save the workload.
4 votes -
Allow Photo for Recruits
On the contact card for the recruit, we would love to be able to add a photo of them to the Photo Image next to their name.
7 votes -
Show Transaction Status on Opportunities Tab
It would save time to be able to see the status of each transaction on the all opportunities page. I'd like to see all on one screen which opportunities have been submitted/approved/denied or if a CDA has been created.
6 votes -
Share Opportunity Checklist Templates from Market Center
I would like to be able to share Opportunity Task lists within the stages for other agents, much like we share smartplans. This would be helpful to promote consistency over our MC and would also make onboarding of new agents easier by creating systems for them to follow.
3 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.
20 votes -
Custom Recruit/Associate Activity Types
Currently- the activity options are solely Call, Meeting or Text. Would like an option to log an activity for Email that might not have necessarily been through a campaign. (i.e, an agent conversation)
8 votes -
Recruit Address Merge Field
When creating Smartplans in CommandMC I would like a Merge field for their Address to pull from the contact card.
3 votes -
Filter by Pipeline Stage
Currently you can only filter by The Big Phases, like Cultivate. If you could filter by Pipeline stage it would be easier to grab recruits in different stages for different smart plans instead of having to go through them one by one. For example I have two different stages in cultivate "Follow Up Mets" and "Follow Up Haven't Mets" and the people in each are going to be on two different SPs.
3 votes -
Tagging Associates Auto-Tags Opportunities
As a market center with a business center it would be IMMENSELY helpful to be able to tag associates (rather than individual opportunities so that they autopopulate every opportunity) with a location (MC vs BC) ID tag in order to sort as closings are processed.
3 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.
9 votes -
Recruit Checklist Customization (Default Assignees, Smart Due Dates, R1/R2 Dependencies, etc.)
In Command MC, while you can create default checklists which auto apply to all recruits, rather than have to spend time individually assigning tasks within the current contact card, we should have the ADDITIONAL ability to set "some" default assignments and automatic due dates within the default checklist.
i.e. Send Onboarding Package in the 'Join in Process" stage could be an item that is auto assigned to the MCA and automatically have a due date within 24 hours of being moved into that stage.
In addition, Some items may be applicable to both R1 and R2 but some might only…
11 votes -
Add Notes to Individual Document Lines
When we are doing Compliance for Opportunities, sometimes I have had the need to put a little 1 or 2 line note on a document line item, that can be seen and accessed quckly by MCA/Compliance staff.
For example, "signed warranty in with closing docs" could easily be added to the Home Warranty document line item and easily seen and read.
Is there a way to add that feature? I think it would save us some time searching, or going back through the comments, to figure out what is what.
4 votes -
Date and Time Stamp for All Opportunity Comments
Each message should have a date and time that it was sent. Currently, the last message is the only one that is visible. When trying to look for dates that the Market center has looked for messages i.e. dates deposit checks were received, it is not there because it is not the last message.
10 votes
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