293 results found
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Show Outside Referral Details on Agent Commission Details Page (Referring Agent, Brokerage, Address)
Display an itemized subtotal of the companies paid and the amounts included in the 'Outside Referral' total on the Agent Commission Details Form.
For example, if both ABC Realty and XYZ Real Estate are being paid an outside referral, it is helpful for the associate to easily see that $N.NN was paid to ABC Realty and $N.NN was paid XYZ Real Estate.
52 votes -
Add Referring Brokerage as Vendor Field
Change how agents input the outside referral, not by searching, or adding by the agent name, but searching /adding the brokerage, (where the MCA can have the broker / vendor library built, with the EIN already set up) then add the referring agent name as a separate, non-linked field. When agents move to other brokerages, that will cut down on maintenance of that library, and the MCA's will ensure the correct W9 information is used for the outside brokerages.
82 votes -
Default Search Location Should be the MC Address
Currently, the default property search page currently is Austin TX, Headquarters. This is confusing for consumers when they get to our MC site that is not located in Texas. All MC/BC sites should default to their franchise address.
38 votes -
View Cap Details in Associate Record
Have a tab that has the cap detail. Allow us to pull the CO$ and Royalty Reports from the Associate applet. (Similar to what is in the transaction cap detail)
36 votes -
Tag Associates to correspond to AccountEdge job codes
Would like the ability to add tags to agents that correspond to job codes in AccountEdge so when we pull reports, we can see totals per job and pull reports per job instead of having to manually calculate.
32 votes -
Sort Transactions by Submitted Date and Closed Date
Please build the ability to SORT the data in the Transactions applet by both date submitted and by closing date. Our MC sends commission invoices on behalf of our agents, and with the elimination of the Commission tab, it is incredibly difficult to track what has been submitted and processed versus what has not. Thank you.
45 votes -
Delete CommandMC Lead Sources
This should apply to recruits and track through to associates. Command MC should have the ability to delete custom recruit lead sources. It's like custom tags, when systems change, the available lead sources need to be updated for a cleaner more streamlined systems.
10 votes -
Notification Bubble for Notes Added to Transactions
There should be notification of there being a note in a transaction, so we know to open the notes tab
53 votes -
Link to Commission Tab in Transaction Details
I need to be able to see an agents side of the work flow on their commissions tab so I can assist and help point them in the right direction when they are creating their commission tab.
47 votes -
Delete Recruit Tags Created by Prior Leadership
Have the capability to remove or edit tags created for Recruit Tags that is not personally owned. When a staff member leaves KW, the tags they created are still present.
42 votes -
See Command AS user
Many apps have options in them where you can see the client's account how they see their account from an admin position. I think this is known as "View As" or "Impersonation"
Salesforce, WordPress does this and so does Circle.io, the community platform.
As Leadership, we frequently need to access an agents account to assist them with something or provide a service. For example, we will go in and schedule a social media post on their behalf as a service or we will attempt to replicate an error so we can record the Loom and submit a ticket. If we…
18 votes -
Have the ability to Sign documents in the Private Folder of an Opportunity
We need a space where private documents need to be uploaded and signed by the Broker of Records. This ability exists in the three other folders, Listed, Under Contract and Closed. The user can simply select an uploaded document and then click "Sign documents" at the top of the page.
9 votes -
Capped Associate = Confetti Congratulations!
MCA Dept would like a "Send Confetti" to associate who has just capped. When they log into their Command, a "Congratulations You Are Now Capped!"... message appears to celebrate their achievement.
13 votes -
DAs Print with Signature and Date
When the CDA is printed, include today's date automatically as well as include an uploaded signature based on the user. This would save time from opening the .pdf, adding the date and signature, then re-saving the file.
23 votes -
An agent applet showing compliance status for upcoming completions on Agent Homepage
Our Market Center relies exclusively on Command for document submissions and compliance coordination. A major problem we face is that agents frequently miss Command notifications regarding returned documents, often due to the high volume of emails they receive, or Command app notifications being dismissed due to the inability to view compliance requests effectively through the app.
My suggestion is to add a dashboard applet displaying the compliance status of upcoming completions to the Agents Command homepage. This could include completions within the next two to three weeks, or perhaps the next four to five completions regardless of date. It's unclear…
10 votes -
Edit Appointment Types
Love to be able to edit "appointment types" or have "KSCORE" and "KW Prep" added as choices in appointment types
9 votes -
Deduction Limit Per Number of Transactions
Create a feature where you can make a certain deduction apply to a certain number of transactions before it stops automatically. For example, a PC deduction will apply to the agent's next three transactions and then stop automatically or the deduction will apply until the agent's MC cap has been met. This could apply to a wide range of scenarios where the agent will have a deduction for a set period of time or a number of transactions.
50 votes -
Appointments Show in Timeline
Allow logged appointments in Command MC to populate on the recruit and associate card timlines.
Currently, logged appointments do not appear on the recruit or associate card timelines and require looking in two different tabs. It would be great to see these on the timeline with other events.
9 votes -
Show Deposits' Editing History
If a deposit is edited, the system should track, and show, the changes made to the deposit. IE the transactions added or removed.
53 votes -
Merge Vendors or Vendor Duplicate Check
We need the ability to merge vendors - or at the very least, prohibit agents from creating multiple. Use the EIN as the check. This is very important for co-brokers
53 votes
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