265 results found
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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…
92 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.
101 votes -
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.
11 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.
60 votes -
Adjust Notification Placement for Smoother Compliance Review Workflow
Currently, when reviewing multiple compliance documents, there's an issue where the notification placement interferes with workflow. After opening a form and selecting the "Approve" button in the bottom right corner, a notification appears stating "Your document has been successfully updated."
This message temporarily covers the action buttons, preventing users from immediately moving to the next form. Since it remains on screen for a few seconds, users are forced to wait before proceeding.
We would like to request that this notification be repositioned so it does not block the buttons, allowing for a more seamless and efficient review process.
5 votes -
First Closing/First Listing Report
Please add the first closing/first listing report in CommandMC reports like we have in MyKW reports.
15 votes -
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.
91 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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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 -
Ability to add a customizable recurring deduction option
An option similar to the KW Cares deduction, where we can set up a field that allows agents to put x amount of their commission towards a deduction customized by the MC. This would be helpful for having agents see the option to stow aside money for KW Event tickets like MAC and FR, as well as what our office would use it for, putting money towards the agents association bill every transaction so it is not a surprise when the year end comes.
3 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.
45 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.
89 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.
52 votes -
Royalty Base on Agent Profile in Command $6,000 not $50,000
Royalty Base on Agent Profile in Command should show the $6,000 agents pay in rather than the $50,000 total GCI subject to Royalty. This confuses the agents and the makes it difficult for the Leadership to explain to the agents how much they've paid in and how much they still owe.
6 votes -
Remove Recruits from SmartPlans after KW Invitation is Complete
When a recruit is moved to the “committed” stage of the recruiting pipeline, have a setting in Smartplans that will allow that pipeline movement to stop active recruiting Smartplans from going to that recruit. Example: Susan is a recruit that says “yes” to the kw office. When Susan is moved to the “committed” stage of the pipeline, the active Smartplans going to her as a recruit would end. Then, once Susan onboards, she can be effectively added to associate-based Smartplans. This automatic function would be a time saver and also help us stay on top of the communication she is…
10 votes -
2 votes
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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…
15 votes -
2 votes
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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.
55 votes -
Agent Names on Command MC reports - they currently download without agent names
Currently when you download an agent's MYT or sales transactions or closed list, their names do not "download" on it, nor does the nice headings - so if printing off several, their names are not listed on the report.
3 votes -
Create separate fields for mailing address and main address
In the associate cards, several of our agents have listed PO Boxes as their address for mailing purposes. It would be great if we had the ability to add multiple addresses in the associate cards so that when natural disasters strike in our region, we can check their address listed in CommandMC to see the likelihood that they would have been affected by the event and call them accordingly while maintaining their mailing address for the purpose of sending birthday cards, congratulatory gifts, etc.
4 votes
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