314 results found
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Include Editor in Timeline Activity
Show who added the comment to the Recruits timeline. Currently have to manually enter your name or initials.
13 votes -
Co-Op Smart Plan
Once a closing happens an auto email will send to the co-op agent. Thanking them for the transaction.
Here is a PDF of an example that another firm uses
https://drive.google.com/file/d/1ac8XdD_WfGoHJJ21oj_TfrojHLwUjGbn/view?usp=drive_link
8 votes -
When approving documents the pop up for "your document has been successfully uploaded" stays for too long. I cant click through it
When approving documents the pop up for "your document has been successfully uploaded" stays for too long. I cant click through it like I could the old pop up.
1 vote -
Expanded filters in Dials, answered, appointments held and set
Our market center is trying to use CommandMC as our main CRM. As a staff, we completed monthly care calls to our associates. We track who is completing their dials and notes on the agents. As of right now, I can not see if our associates are receiving dials as it lumps recruits & associates together AND I cannot see who completed the dial.
I would like to be able to see this information in a report AND even better would be able to have a dashboard where I can see which staff are in the lead and gamify their…
2 votes -
Profile Agents in Business Center Sites..
Especially in cases where the business center is far from the Market Center and when the BC is in another state.
13 votes -
Leadership Report that shows which opportunities are incomplete. We should then be able to download the report.
We have no easy way to download into Excel or Sheets, opportunities that have closed escrow, but are incomplete. We should be able to sort it by agent so that we can follow up with them to get the file complete and closed.
1 vote -
Mark as Lead Button
When adding recruits in CommandMC, we should have a button, like in Command Core, that allows us to mark the recruit as a lead. This would be helpful for any inbound leads that we get to our mc websites that are not powered by Command, and for any agent referrals.
1 vote -
Change Deductions Decimal Limit from 2 to 4
Need to adjust the allowed decimals from the current two to four. This is due to the various fees for business license per locality.
31 votes -
brokerage listing weekly email
Automatic email of all new listings in the brokerage sent out weekly to a list. Much like "the neighborhood" or a custom "saved searchs" email in Command, but for Command MC.
1 vote -
Show Agent Royalty in Cap Status Graph
Currently, the Royalty Cap progress bar that agents see is based on Royalty Paid by MC. It would make things a lot easier if their royalty cap status and transactions were based on royalty paid by associate, this way if we have royalty issues, the agent would only see their cap status reflected based on what they've actually paid in, and would make collecting the missing royalty on a previous transaction a lot easier.
3 votes -
Make Auditing Opportunities Faster in Command
Right now, when you're auditing files in Command Compliance, you have to exit each opportunity and go back to the main compliance screen before opening the next one. This takes a lot of time—especially when reviewing many files.
My idea is to add "Next" and "Previous" buttons inside each opportunity so you can move from one to the next without going back to the main screen. This would make the process much faster and more efficient.
Why it matters:
Saves time and clicks for compliance coordinators
Speeds up the review process, especially in high-volume offices
Creates a smoother, more user-friendly…
2 votes -
Allow Export of Associates Table
Add the ability to export to CSV and PDF the Associates Tab. We would be able to export a Top Down Report with agent's email and phone number. Great for targeting the roster based on production level.
10 votes -
Enhancing the new Compliance Request experience
The user had some valuable feedback to provide for making the new Compliance Request feature better for all market centers.
2 votes -
AI Summary of Timeline Just like Command
For both Recruits and Associates, it would be beneficial to have an AI summary available for the contact's timeline just like we have in Command. It would make it much easier during handoff's during onboarding or for keeping up to date on Associates at a glance.
1 vote -
Simple Report Options in Command MC
When I was at Family Reunion this year, I spent some time at the Command MC area and we tried to get certain reports created but were unable to, so they asked me to submit a request.
Please add the option to use the agent's personal email to all reports, many agents do not use their KW email. Or can you create a report with the following parameters: Agent Name, Personal Email, Production, Time Frame. Cheers Nate
4 votes -
4 votes
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Vendor Tax IDs Report in Standard Reports
I'd like to be able to run a report showing all the vendor and their associated TaxIDs. I have caught agents entering 00-000000 as the tax id for referrals and when processing commission in transactions there is no way to catch this.
19 votes -
Merge Notes, Activity, and Timeline Tabs
Would love to merge the notes, activities and timeline. During lead gen, we put our conversation notes in the actual Notes section whether it's an email, call, or text. Now that Activities are being tracked, we are adding that second step. Unfortunately, the activities don't show up under Notes. They only show up under Timeline. Would love if these sections could be merged to avoid confusion and duplication.
2 votes -
Bulk Remove Tags
It would be beneficial to have similar bulk options as in Command where applicable. Mainly, I find having the option to Bulk Remove a Tag would be advantageous when going in and cleaning up a pipeline. Otherwise, we're left to going in to each individual card and removing them one by one.
16 votes -
Add Associate to More Than One Team
We need to be able to add 1 agent to more than 1 team for multiple reasons.
1 example, I have a licensed admin who splits her time 50/50 between 2 teams. She needs to be on both teams.
2nd exampe, I have multiple teams who use the in house PC program for their new team members. I need to be able to add them onto the team AND onto the ProCoach team.
31 votes
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