311 results found
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Attach W9 to Vendors
Ability to attach a W9 to a Vendor and a link to the opportunity would be helpful during tax season.
120 votes -
Email Designs in CommandMC
For CommandMC email designs there is no option for pretty email designs and just text only. Would love to see a feature to import email designs into CommandMC.
20 votes -
Allow Deductions Based on Gross Commission
Currently deductions are calculated off Net Commissions. It would be helpful to have the option to have deductions, like PC fee, calculated from Gross commissions.
121 votes -
Remove auto approving commission requests
When an MCA edits something in a commission request, upon clicking save the commission request is automatically approved. I need to be able to make edits before agents click the final approval. Like for adding a wire fee or a private deduction etc.
There is still a MAJOR need for agents to be able to review commission requests and submit prior to an edit of an MCA or AMCA.
11 votes -
Commercial Reporting
Seeing property types & subtypes in reports is very helpful! Although, the way commercial is being tracked has really skewed unit & volume measurement.
Depending on the type of transaction, some commercial properties are measured by square footage not units. In this case, the Square Footage is populating into the UNITS portion of Reports. It makes tracking volume & units accurately really difficult. I would like to see that value moved to its own column at the least. Although, there is an opportunity for specific commercial reports, too!14 votes -
Top 20% Roster Download
Top Down Reports Have Incorrect Email Addresses: Top 20% Report does NOT download the correct email address for the agent. So, they do not see important emails. It does NOT pull from their preferred email address in their KW profile. Instead, it just uses their KW email, which many of them do not check. Please align the top down reports with the email the agents are asking to be used in their profile.
7 votes -
Auto-Print Deposit Slip & Summary
Having to download and print the deposit slip and summary separately for each deposit takes up a lot of time. For those of us that have multiple business centers that we put on separate deposits and have to do additional separate deposits for each location for checks vs wires received, this can become a huge time suck. It would be wonderful if the reports for each deposit would either auto download in one pdf or auto print.
50 votes -
Advanced Filtering for Recruits
Advanced filters like have been added to personal command are needed.
Such as:
Smart Plan > includes > choose from smartplans
Smart Plan > excludes > choose from smartplansLast contact, last updated, created, lead source, tags, etc. All available with the includes, excludes, none, etc
9 votes -
Add 1099 Agent Income Column
We need a report that shows the agent's net amount (1099 amount) like the DA list from WinMore used to. I've had a handful of agents ask for loan purposes, plus we'll need this report for year-end.
62 votes -
Compliance Applet - Remove auto 3 filters
Remove the 3 auto filters in place in the Compliance Applet. We can add in filters we want when searching. When we forget and clear filters, then we have to re-search everything.
9 votes -
Add Associate Tags as Field to CommandMC Reports
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.
43 votes -
Create CSV Summary Report for Deposits
To streamline the process of managing agent payments and reduce the need for manual entry, we propose creating a CSV summary report by deposit. This report should include the following details:
- Deposit Number
- Agent Name
- Address
- Agent Net Amount
- Outside Referrals
- Deductions
- To be Paid/Paid
By consolidating this information into one document, it will significantly expedite the AE entries and ACH payments. An additional benefit would be the ability to import this type of file directly into AE, bypassing the need for manual data entry.
This summary report will serve as a comprehensive reference, allowing for quick verification and processing…
91 votes -
Hyperlink Transaction Numbers to Transaction in Reports
Once the report is opened, there should be a hyper link to the Transactions listed in said report.
100 votes -
Separate Groups and Teams in Market Center Rankings Reports
Add Teams Rank Metric in Rankings Within Market Center report. The report currently combines teams and groups into one. The existing Rankings Within Market Center report in MyKW allows you to choose from Individuals, Individual Teams, Teams, and Groups. The migrated report omits Teams (Non-Individual).
12 votes -
Show Production Reports in Associate Record
It would make it a lot easier to have their production within their profile. Our agents sometimes have a quick question regarding their DA and to be more efficient instead of having to search for the property in transactions for an immediate answer, it would be amazing to have it accessible right in their profile. This could also help if an agent may need another copy or simply a breakdown of their production so they can track it as well.
6 votes -
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.
59 votes -
Sort by "Submitted" in Transactions Table
It'd be nice to add a "Submitted" button to the top of the transaction screen to quickly show all the submitted commissions similar to the "terminated" "approved" & "Closed" buttons.
76 votes -
4 votes
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Allow Only MCA and AMCA Roles to Edit Transactions
Everyone should not have the option to edit transactions. Only the MCA/AMCA should have access to edit Transactions.
90 votesWe are working on a permissions-based enhancement to Transactions; however, these permissions will likely be a little higher-level than editing transactions!
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Add "Back to Opportunity" Button when Viewing Opportunity
The user is suggesting that a "Back to Opportunities Search" button/link be added alongside the "Compliance" link at the top-left corner of the opportunity when reviewing opportunities via CommandMC.
10 votes
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