264 results found
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move the Heatseeker notes out of the Notes and Timeline section into it's own section. The notes I am making get buried in Notes and Timelin
Is it possible to move the Heatseeker notes out of the Notes and Timeline section into it's own section. The notes I am making get buried in Notes and Timeline because of all the Heatseeker entries.
1 vote -
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.
48 votes -
Bulk Download of Agent 1099 Report
I love the new 1099 Report for agents! I want to share them with my associates. Right now, you have to click into every report for download and when you go back to the list, you have to CLICK the prior year and SCROLL every single time rather than to where you left off.
We have 440 agents, and this will be SO time consuming. In a perfect world, we could bulk download the PDFs with names. And if we could just open the link in a new tab OR go back to where we left off on the back…
24 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.
68 votes -
Agent referall with Market center affiliation
When searching for agents for referalls, the app does not show us which market center they are affiliated with.
1 vote -
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.
109 votes -
It would be great to be able to pull a MC Veteran's roster from Command.
We really need to be able to find the Veteran information captured when a new agent onboards and completes that question!
3 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.
8 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…
96 votes -
In Compliance can we please get back the agent name
In an office with nearly 300 agents, it is hard to determine who the Opportunity belongs to since they removed the agent name in the line item view of Opportunities. It would save a lot of time if we don't heave to search for the agents name every time I need to process an Opportunity.
8 votes -
Allow 0 Units and $0 Volume for Recurring Lease Transactions
We have had trouble tracking commercial properties in Command MC because the Units & Square Footage info populate in the same tracking column.
To help consistency we made a policy for Commercial Leases to take the entire volume on the FIRST transaction and the remaining will be at $0. It will help us track more ACCURATELY what is being closed by not processing a lease as an Outside Referral. Although now the system won't let us process a lease for $0.
We implemented this after listening to the MCA call with the Commercial team and now the process is broken…
10 votes -
account not tied to a person
Would be great to have a master Command account for the marketing team that IS tied to Canva, but does NOT make you enter SSN or banking info to set the account up. The idea is that it would be tied to the Market Center not an individual so that it outlives all future personnel changes and any future new marketing director can use the same account and Canva files are not lost. This account could also be used to post Smart Plans for the brokerage created by marketing.
1 vote -
Show agent name in opportunities - Documents tab
The agent name needs to be visible to staff when in opportunities, and in the documents tab - it could be added under the Property information and above the buyer/seller information (this in in the panel to the left of the docs in the 10/2025 release)
3 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.
61 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.
94 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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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.
18 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 -
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.
5 votes -
CommandMC AI Metrics: Pulling Lists/Reports on Successes and Challenges
We love the new AI metrics feature under the Production tab. It would be great if we could pull a successes / challenges report for the agents in our MC's. This will allow leadership to be proactive and reach out to these agents during our care calls.
1 vote
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