300 results found
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Be able to filter production by agent status.
This would allow the option to pull active agent for production, GCI, etc. instead of including everyone for the year.
2 votes -
KW Connect Reports Status Tracker
Every month during transmittal time we have the 3 days we wait for transmittal to finish, then have to wait and check, wait and check, wait and check to see if report are finished. By now I assume you have the statistical data to know how long the report monster takes to churn out the millions of PDF reports. What if... you had a status tracker (just like the Dominos Pizza app) that shows you a progress bar from Transmittal Day 1 to Final Report delivery showing estimated time and current status!?!?!?
7 votesFYI, KW Connect Reports are always uploaded before the 7th business day of the month, so even though we don't have an exact time, know that they will always be up by that point! :)
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Add Other Vendor Type
We have several vendors in our red carpet vendor program that do not fit into any of the pre-made categories in the Vendor Type list. So to input them, we would have to put them in an incorrect category. If we do not have the option to add custom categories (preferred solution), is there a way you can add "Other" as a category for those vendors that don't fit into the ones KW gives as an option?
37 votes -
Add Transaction Coordinator as Vendor Type
Within Command Vendors, please add an option for Transaction Coordinator. We have 4 outside independent TCs that are commonly used by our agents.
As Command is now, every time they fill in their info in the Commission opportunity section, it's duplicating records.
25 votes -
Add Multiple Versions Icon beside documents inside Compliance Review
On the CommandMC Opportunity dashboard, compliance events that have more than one version have a small icon of a clock. It would be so helpful to those doing compliance review if that icon also appeared when reviewing the opportunity next to the name of each compliance event. We use "add version" for back-up offers and rejected offers frequently and need a reminder within the opportunity to check the other versions when multiple exist.
22 votes -
Add to SmartPlan Trigger: Associate Activated
This would be used by Market Center Leadership to connect with Associates in the Market Center. It would add people to the smart plan when the associate is activated and vice versa. The value add would be to everyone in the market center, leadership - time savings and another touch to agents, and a value add to the agents.
12 votes -
HTML Email Editor
Please! We had these beautiful emails going out when using hubspot. Now we're back to the stone ages. Please add the ability for HTML emails in Smartplans.
21 votes -
Add SmartViews for Opportunities
We need to have the ability to search Market Center Opportunities by a date range, last updated, and closed. Need to be able to save the custom filters and modify columns just like contacts.
10 votes -
Optimize KW Invitation for Mobile
Currently when sending a kw invitation to a recruit they are not able to open on their phone. It would be great if they could open on their phones.
16 votes -
Target Date for Associate SmartPlans: License Expiration Date
When associate smartplans are available it would be great to have one for license expiration reminders
12 votes -
Vested Renewal Declination Offboarding Portal
Now that we are using Command to Onboard new Agents, could we also add in a similar method for the Declination process of Vested Associates?
So similar to onboarding, (we now can send an invite link, the new Associate walks through prompts, there's a video of Jay Papasan explaining Profit Share, and so on...)
Can KWRI develop a similar portal for the Profit Share declination process?
For example, when someone says they do not want to be in the KW PS program, we would send them the secure link, which also cc's back to KWRI's MCA Division Support.
The person…
10 votes -
Transfer Recruit to Another MC
Would be great to be able to transfer a recruit to another MC while retaining the contact history and referral source from one MC to another and have it show up in "inbound leads" to the receiving MC. Every once in a while, we meet with someone out of area and call those offices to refer. Would be convenient to do so in Command and could help in event of agents who move etc.
7 votes -
Add Brokerage Transferred To Field When Removing Associate; Provide Reporting
Would be great to add a field when we are removing associate in MC Command, asking where the agent went... Referral, C21, RE/MAX etc. And then later, it would be great to have reports showing summary of where our agents went!
7 votes -
Search By Phone Number
I would like the ability to search for a recruit by their phone number..
14 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.
12 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)
25 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.
9 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.
25 votes -
Vital Signs in Standard Reports
The Vital Signs report provides some very important data that can be consolidated and used strategically to positively influence the market center. The use of Contacts, Smart Plans and Opportunities can all be exported individually from the Vital Signs Report and then sorted by KWUID in each. Then you can consolidate them all into one spreadsheet by Agent. Having the export of Command MC data with production info and including the KWUID so you can easily sort that list by KWUID and paste them all together. Now you have a powerful report to strategically target your most productive agents who…
11 votes -
Allow Clickable Links in Task Description
Onboarding and offboarding could be faster if links to all the relevant websites and spreadsheets can be added to task items. For example: "Add agent to Office Facebook Group [bitly link to our FB Group]"
Currently it is not possible to highlight the text in tasks items, so even non-linked websites are not usable because there is no way to copy-paste them into the address bar.
8 votes
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