300 results found
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Exclude Heatseeker Leads from "Leads Last 7 Days - Not Contacted" SmartViews
We would like the Heatseeker leads to be removed from the Recruit Management SmartView titled “Leads Last 7 Days – Not Contacted."
We have noticed that by the time Heatseeker leads appear in this SmartView, they have often already moved on or are no longer in the area. Removing them from this Smartview saves us time from having to log an interaction to make them go away.
3 votes -
Be able to view how many times someone opens an email
I would like to see how many times someone opens an email that we send them. It would help see who is interested but may never actually click on a link. Help with the funnel
1 vote -
Add a create checklist function in the Associate tab that we can use for onboarding.
add a "Create Checklist" option in Associate tab so we can use for onboarding.
1 vote -
Advanced Filtering & Exclusion Logic for Associates Applet
Problem:
Current filtering options in CommandMC are too basic, making it difficult for Market Center leadership to target specific agent cohorts.
Feature Request:
Bring the advanced filter capabilities from Command over to CommandMC's Associates Applet. Specifically, we need:
Multi-option selecting (filter by multiple parameters at once)
Include / Exclude logic (e.g., show agents with Tag A excluding Tag B)
Boolean / Smart Filtering to easily build distinct client segments
Impact:
Market Center leadership serves agents as our clients. Better filtering tools will let us analyze data faster, run targeted outreach, and execute smarter actions that directly impact productivity and retention.
1 vote -
13 votes
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Column options in Custom Reports or Specific Report Views
Add the option to add a transaction side column to the Vendor reports. Would probably be helpful to just have all potential column options to create a custom report
4 votes -
Label Name of Activities submitter.
When posting an activity (phone call, etc.) please put the name of the poster on the descriptions so we know who made the phone call to the recruit.
Currently you are left to guess who the last person was to take action if they don't sign their name or initials.
2 votes -
a single report would include: Listings Taken Listings Sold Closed Units Closed Volume (including and excluding leases to align with the KWR
A single report would include:
Listings Taken
Listings Sold
Closed Units
Closed Volume
(including and excluding leases to align with the KWRI Awards Policy) for teams, groups and individuals across a local MC. This report could be filtered by month, quarterly or YTD.1 vote -
Please add a bulk action option within CommandMC to allow admins to deselect all agents at once or remove all assigned agents in one action
Please add a bulk action option within CommandMC > Administration Applet > Deductions > [selected recurring deduction] > Assigned Agents to allow admins to deselect all agents at once or remove all assigned agents in one action.
2 votes -
Create the ability to "lock" an opportunity once the transaction is closed.
Once a transaction has been closed, the MC should have the ability to lock out the opportunity, only allowing agents the ability to view the documents, not remove or replace them. At this time, agents are able to access any opportunity they have created and alter the files which could result in some pretty serious compliance and legal issues if the files (dates, signatures, addresses, etc) have been changed or deleted.
This also prevents the scenario in where an agent or admin is listing a home they previously bought, and putting documents into the old file instead of the new…
1 vote -
CommandMC - how many of our agents run campaigns
is there a way in command mc to see how many of our agents run campaigns? and how many campaigns they run? the vital signs report does not have it so just wondering if there's another way
7 votes -
Allow Market Centers to Require Certain Vendor Fields be Completed by Agents
If would be nice if Market Center by Market Center, we could require certain Vendor Fields (ie Title, Lender, Home Warranty) be required for Agents to fill-in.
This would help with MSA, JVs, etc. to be sure that we have clear and transparent reporting for our vendor partners and the ability to track the number of transactions we're completing with each partner.127 votes -
Search Opportunities by multi layers of information at one time.
Search Opportunities by multi layers of information at one time. Agent name / Client's first or last name / and date range the opportunity was opened. We get in referral checks and need to be able to narrow down the search. Sometimes there is nothing but a check and with the clients last name and property address. Other times we know the agent, but we cannot search by type of transaction, which would be helpful. - It would be nice to have search boxes: Agent Name, Client's first or last name, date range, transaction type, and price.
1 vote -
inside referral
Agents find it confusing that using "Inside Referral" makes it so that the receiving Agent pays the Co. $ of the referring agent. I suggest either changing that practuce OR adding a warning advising them that that will happen and offering the option of adding the referring agent as a second agent in the transaction.
8 votes -
5 votes
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Contributing Agent Count
Add Contributing Agent Count and link for who is being counted as a contributing agent on the Key Metrics sections under the total Agents. This is important for figuring out an accurate amounts for E&O. As total agents are not always the same as contributing agents.
1 vote -
Include team name in associate profile page
It would be very helpful to have all teams an agent is part of listed in their associate profile. For larger MCs with several teams, it can be hard to keep track of who is on which team. We used to be able to use the Team Management section of the Admin Applet to look this up, but that has basically been made impossible by the addition of the agent business teams.
1 vote -
Add fields that show dates the associate was with our office when they have left and returned multiple times.
For agents that have left and returned, the dates for when they were with us each time would be very helpful
6 votes -
Filter Recruits Timeline By Activity Type
I would like to be able to filter recruit timeline entries by activity type. For example, I would like to be able to see just the call entries, notes, etc
1 vote -
Customize Columns in Command MC Compliance
At this time, it is not possible to customize columns—such as rearranging, adding, or removing them. As a compliance coordinator, having access to specific information is important to my role. I would also appreciate the ability to sort the data for easier review and organization.
21 votes
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