282 results found
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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.
2 votes -
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 -
Show Email Sent in Associate Timeline
Now that we can send one-off or bulk emails to Associates from CommandMC (thank you!), when selecting the email from the timeline we should be taken directly to the email sent, just as it happens in the Contacts applet in Command.
6 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 -
offboard
Have a pop up when removing a team member with a required checkbox to confirm that the offboarding considerations in the answers article (link the article) have been completed before removing the team member.
1 vote -
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 -
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…
3 votes -
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
25 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 -
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.
13 votes -
Bulk add Activities to Associates
Please allow the ability to Bulk Add "Activities" to associates. This would save oodles of time!
2 votes -
Show Referral Agent Name on DA
Example: Keller Williams Eastside (Agent: Jane Doe)
This would stop a lot of calls we get from other MCs to find out which of their agents should be paid out on a referral. Escrow sometimes will only send a check, no copy of DA, no Final SS, so they have no clue who to pay out.
Right now, escrow has no clue unless the agent sends them a copy of the actual referral agreement. So, the other MC has to call our MC to find out. This would help our MC from not having these calls plus escrow wouldn't be…
8 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 -
Add Agent Search to "Our Agents" Section on Website
Currently it just lists our agents by last name alphabetically. The costumer should have the ability to search for a specific name rather than flip through a dozen pages of agents.
13 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 -
Include Editor in Timeline Activity
Show who added the comment to the Recruits timeline. Currently have to manually enter your name or initials.
14 votes -
List Brokerages in Other Brokers, Not Agent Name
In the Disbursements area- the Other Brokers should be listed by Brokerage instead of agent name. All of our checks are written to the brokerage. Right now we are forced to go to the opportunity to find the name of the brokerage.
12 votes -
Commission Check Request Alert
Is there any way to make an alert pop up for notes that agents have entered when an MCA goes to complete a commission check request? Another idea would be to put a block on processing the check until the notes are read. We just want to ensure notes are not missed.
Thanks so much!
2 votes -
Display Military Affiliation and Languages in Associate Record
It would be helpful for Leadership to have the ability to find all MC Associates who add a military affiliation to their Marketing Profile. Alternately, adding that field to their "My Profile" and making it possible for Leadership to search and filter Associates for both Military Affiliation and Languages spoken from within the Associates Applet.
3 votes
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