311 results found
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Onboarding Invitation Email and Documents Personalization per Market Center
Market Centers have specific documentation and questions they would like to include in the Onboarding process for new Associates. Adding forms, custom questions, and the ability to customize the Onboarding email that is sent is requested.
35 votes -
Associates to Show All Associates in Region for Regional Leadership
The associates section for the region does not currently show all associates for the region and this would be extremely helpful as regional leadership in order to recognize and keep notes as we have conversations.
20 votes -
Allow MCA to View SSN
For the State of MN in order for us to look up agents licenses or do license renewals we need their full SSN and it will be very hard to have to search through agents onboarding paperwork to find their SSN each time we need it.
30 votes -
Print All Reports at Month End Closing
Link to be able to Print All Reports at once at Month End just like winmore had this option instead of us having to click each. This will save time and help with not forgetting to print certain ones
6 votes -
2 votes
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A report of agents' production before joining KW and after
We want an easy way to see if their production is up since they have joined our office. This would be a great tool for recruiting as well.
3 votes -
Restore Opportunity ID Hyperlink
After the most recent update, the Opportunity ID no longer contains a hyperlink to the Opportunity. This hyperlink was very useful in helping agents and staff locate certain Opportunities. We used to be able to just highlight and copy paste the ID into an email, spreadsheet, etc. which the agent or admin could use to go directly to the Opportunity in question. Now that this hyperlink has been removed, we are no longer able to do this. Please restore the hyperlink in the Opportunity ID in the compliance queue, this was a very useful tool that we no longer have.
3 votes -
Automatically Updating Percentage-Based Deductions
The percentage based deductions so far are not automatically updating when the commission changes and/or a referral is added to the commission. It would be very beneficial to have that automatically update as many of our agents are signed up for automatic percentage deductions into our agent savings account.
2 votes -
Edit Outside Referral Amount
MCA's need to be able to edit the referral amount in the transaction, right now we have to delete it, then add it back in to correct them amount -
34 votes -
Search for an opportunity using the transaction ID or Opp ID
Having the ability to search for the opportunity using the transaction ID would be extremely helpful - the same way we could search by DA # previously.
15 votes -
Aggregate Deductions with Same Payee
Aggregate Deductions with same payee. Currently if a fee is split between agents on a transaction, the Commission Disbursement Authorization shows multiple line items for the same deduction. It would be great if these could be totaled up.
For example, a $100 fee split between 2 agents would show as $50 and $50 on the PDF. I would love if it would recognize the same payee, and total the amounts for a cleaner CDA. (A toggle would be phenomenal)
20 votes -
Vendor List Export Option - Would like the ability to export the vendor list as a spreadsheet or csv
Would like the ability to export the current vendor list as a spreadsheet or csv file.
2 votes -
Hit enter on keyboard to execute search in Opportunities
Would like to be able to hit ENTER on my keyboard when searching in Opportunities, or even be able to do a TAB - ENTER, rather than having to use my mouse to select it.
20 votes -
Opportunity count by phase
It would be wonderful if when I click Filter so that I can select a compliance status, that the unit count would be there to the right again. It's awesome to know how many of each status are waiting for my eyes to review.
4 votes -
Excel import reports
That the currencies are separated into two different columns and also "sale" or "rent" are separated into different columns when imported in excel sheet
1 vote -
Include Editor in Timeline Card for Added Note/Activity in Associates
MC leaders and teams have to manually note who is logging the activity/note today
24 votes -
Download Deposit Reports from Previous Months
This was not released: "Allow MCA's to view and print Deposit reports from previous months." We can only see and print the current month, not previous months deposit reports.
20 votes -
Compliance is very slow to open opps, folders and docs
Is something making clicking through compliance opportunities much slower? It's taking too long to open opportunities, folders, and documents since the recent upgrade/change.
3 votes -
Do not allow duplicate MLS ID
If a Market Center has a MLS ID, do not allow the system to let that MLS ID be added to any other CommandMC. Allowing duplicates is causing all kinds of listings issues when another MC adds it accidentally. This means associates cannot find their listings to submit offers.
9 votes -
Edit Activity Dates in the Timeline
Include a way for us to change the dates of the activity that we submit to the recruit cards & associate cards.
3 votes
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