264 results found
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Add Concession information to page 1 of the DA
When there is a concession on a transaction, the concession does not show on page 1 of the DA. It only shows on page 2, making it appear that the Gross commission amounts don't match. This is an issue with Title Companies, with some returning the DA, thinking it's an error.
4 votes -
Notification Bubble for Notes Added to Transactions
There should be notification of there being a note in a transaction, so we know to open the notes tab
59 votes -
dehire
add reason for leaving financial (cant pay bill) and de-hire as options
1 vote -
Additional Pipeline Phases, Tasks for Offboarding, Other Transitions
We manage several other systems when an agent offboards with our Brokerage. It would be nice if we could have pipeline tasks for active associates. For example, we remove the associates access to our office's Facebook group. It would be nice to track these steps in Command.
4 votes -
Automatic Deduction Limits for recurring deductions
Create a feature where you can make a certain deduction apply to a certain number of transactions before it stops automatically, or when a total deduction amount threshhold is reached. For example, a PC deduction will apply to the agent's next three transactions and then stop automatically or the deduction will apply until the agent's MC cap has been met. This could apply to a wide range of scenarios where the agent will have a deduction for a set period of time or a number of transactions.
65 votes -
Delete CommandMC Lead Sources
This should apply to recruits and track through to associates. Command MC should have the ability to delete custom recruit lead sources. It's like custom tags, when systems change, the available lead sources need to be updated for a cleaner more streamlined systems.
10 votes -
Sort by Production YTD in Associates
In the Associates tab of Command MC - let's be able to click at the top on the production tab and have it filter into a top down production level of all of our associates. A year to date top down with a click!
6 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.
5 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.
6 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.
4 votes -
DAs Print with Signature and Date
When the CDA is printed, include today's date automatically as well as include an uploaded signature based on the user. This would save time from opening the .pdf, adding the date and signature, then re-saving the file.
26 votes -
Earned In Luxury Associates Tagged in Associates Applet
If an associate is approved as an Earned In Luxury Associate in the Luxury Roster under the Admin applet, their Associate entry should automatically be tagged as Luxury to better enable MC Leadership to send communications and smaprtplans around luxury information to that group.
3 votes -
Allow Become User for Command Users
Many apps have options in them where you can see the client's account how they see their account from an admin position. I think this is known as "View As" or "Impersonation"
Salesforce, WordPress does this and so does Circle.io, the community platform.
As Leadership, we frequently need to access an agents account to assist them with something or provide a service. For example, we will go in and schedule a social media post on their behalf as a service or we will attempt to replicate an error so we can record the Loom and submit a ticket. If we…
20 votes -
Link to Commission Tab in Transaction Details
I need to be able to see an agents side of the work flow on their commissions tab so I can assist and help point them in the right direction when they are creating their commission tab.
50 votes -
Sort by Month and Year for any date field
We would like to be able to sort by month easily for any date column in reports. If a date column is added, clicking in the filter box there is a bunch of different ways to sort but there is no field to sort by a specific month. You can click the timeframe and click say all of the September month/year but when you have been open a long time, this is quite time consuming. Adding a tab there for month would be very helpful. I can see a case use for searching by a particular month for every date…
26 votes -
Support Chat box
When Agents or MCTT use the "Chat with Support" option a pop-up box appears. This chatbox is tied to whatever Command Page you are currently on when opening the support chat.
My recommendation is for this chatbox to follow the user if they leave the page. If they make any changes to the command page or refresh, the chat will force close and lose progress. You receive a follow up email with the transcript of the chat, however there isn't a way to reunite with the support agent who was assisting. This causes frustration on the agent, admin and support…4 votes -
4 votes
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22 votes
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Merge Vendors or Vendor Duplicate Check
We need the ability to merge vendors - or at the very least, prohibit agents from creating multiple. Use the EIN as the check. This is very important for co-brokers
59 votes -
Push Notifications for MC tasks
Our staff is being assigned tasks from our Onboarding Smartplans, but our staff has to click through to get to the "other tasks". I've seen that you guys are working on making that less clicks. I also think we need a push notification, command notification, or an email to notifiy them that they have a new task assigned to them.
25 votes
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