300 results found
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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 -
Don't Allow All Zeros for Vendor EIN
It was be amazing if the system would not allow agents to put all zeros in as the EIN number. Is there a way to not let them add the vendor if they use 00-0000000. We have no way of knowing this has occurred until we go to do the 1099's and it causes a lot of back and forth searching to correct.
7 votes -
Sort Transactions by Submitted Date and Closed Date
Please build the ability to SORT the data in the Transactions applet by both date submitted and by closing date. Our MC sends commission invoices on behalf of our agents, and with the elimination of the Commission tab, it is incredibly difficult to track what has been submitted and processed versus what has not. Thank you.
55 votes -
Add Referring Brokerage as Vendor Field
Change how agents input the outside referral, not by searching, or adding by the agent name, but searching /adding the brokerage, (where the MCA can have the broker / vendor library built, with the EIN already set up) then add the referring agent name as a separate, non-linked field. When agents move to other brokerages, that will cut down on maintenance of that library, and the MCA's will ensure the correct W9 information is used for the outside brokerages.
93 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
12 votes -
Default Search Location Should be the MC Address
Currently, the default property search page currently is Austin TX, Headquarters. This is confusing for consumers when they get to our MC site that is not located in Texas. All MC/BC sites should default to their franchise address.
45 votes -
Opportunity Name as Default Search Setting
MC Admins used to be able to move from one Opportunity to another with Opportunity Name being the default search setting if that’s what we had used in the previous search. (Which it always is). Now it keeps reverting to Address which we never use because it’s not good at finding Opportunities. Can we get this ability back too?
1 vote -
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.
6 votes -
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.
62 votes -
Delete Recruit Tags Created by Prior Leadership
Have the capability to remove or edit tags created for Recruit Tags that is not personally owned. When a staff member leaves KW, the tags they created are still present.
61 votes -
Remove Recruits from SmartPlans after KW Invitation is Complete
When a recruit is moved to the “committed” stage of the recruiting pipeline, have a setting in Smartplans that will allow that pipeline movement to stop active recruiting Smartplans from going to that recruit. Example: Susan is a recruit that says “yes” to the kw office. When Susan is moved to the “committed” stage of the pipeline, the active Smartplans going to her as a recruit would end. Then, once Susan onboards, she can be effectively added to associate-based Smartplans. This automatic function would be a time saver and also help us stay on top of the communication she is…
10 votes -
Compare This Year (TY) to Last Year (LY) and % Change
In reporting, the ability to compare TY to LY and percent change. Currently we export to excel
Would be a great way to keep a simple pulse on how each agent is doing!
6 votes -
Upload Files into Associate Records
When the MCTT is completing a tech audit, would love to see this being uploaded to the Associate contact card like KPA's would.
75 votes -
2 votes
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An agent applet showing compliance status for upcoming completions on Agent Homepage
Our Market Center relies exclusively on Command for document submissions and compliance coordination. A major problem we face is that agents frequently miss Command notifications regarding returned documents, often due to the high volume of emails they receive, or Command app notifications being dismissed due to the inability to view compliance requests effectively through the app.
My suggestion is to add a dashboard applet displaying the compliance status of upcoming completions to the Agents Command homepage. This could include completions within the next two to three weeks, or perhaps the next four to five completions regardless of date. It's unclear…
15 votes -
KWLS/ Creating and Accepting Offer
I recommend verifying the property address using the auto-fill feature at the very beginning of the transaction. Waiting until you're creating or accepting an offer can cause unnecessary delays and prevent you from moving forward to the Commission tab. Taking a few extra seconds upfront will save you time later in the process!
4 votes -
Option to Sync Email Field from KW Insights Record to Recruit Card When Linked
Please provide an option to sync the email details from the KW Insights record to the Recruit record. Currently, when a record is linked to a recruit, the email address from the linked record does not populate in the recruit card. We’d like to have the ability for the email field to automatically pull into the recruit card when the records are linked.
2 votes -
Change contact email on recruit card when removing associates
When we remove associates from the market center, the recruit card maintains their KW.com email address instead of reverting to the email that was used during their initial recruiting process. Since the KW email address is deactivated 30 days after they are removed, which becomes problematic when we attempt to re-recruit them.
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
60 votes
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