314 results found
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A View of Completed/Successful Smartplans
It would be great to see a list of the Smartplans that have ended for those entering our CommandMC Database.
For Example; A Prospect makes their way into CommandMC as a lead. We reach out of course, and we also may start them on a Smartplan for automated Followup. If would be great to see, within the Smartplan tab a list of competed Smartplans, so we have context for future correspondence.
I know we have the Timeline, yet Smartplans are mixed in with everything that we do and this would improve our followup.
1 vote -
2 votes
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Bulk Remove Deductions from Associates
Right now we can choose who we want to add to a deduction for all or a group of agents, we should have that ability to remove them also. Right now you can only remove one by one
22 votes -
2 votes
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Need a report that gives a breakdown of everything in the "Outside Referral" box
I need a report that will give me a list of every item from the outside referral box of each DA in a certain period. It would include the transaction number, amount paid, and associated "Pay to" name for every line item. We use this box to collect B&O tax as well as outside referrals and we need to know how much of each type.
11 votes -
Change verbiage on email notification upon contact card update
When you make an edit to an agent's license expiration date that agent gets notified that you changed their license. I have had several frantically ask me what that's all about. The verbiage in the email sent out to the agent should include the exact changes that were made so they can rest easy not thinking I removed them from our MC. This can really go for any notifications the agents gets when staff makes a change to anything in their card.
1 vote -
Allow Rainmakers to Cover Team Member Caps
We have a team that pays royalty for their agents. We have been doing this through Deductions as a negative deduction in Winmore on the Agent side and a regular deduction on the Rainmaker side. How do we reimburse the agent for the deduction
16 votes -
Bulk Action: Remove from Pipeline
Add a bulk "fall out" action to move recruits out of the pipeline
2 votes -
Change Font/Add Spacing to Income Statement
When you look at the Income Statement (WinMore No More) all the numbers look like they're running together. Are we able to change the font or add some spacing to break up the columns? For instance, the YTD Actual, YTD Budget, and YTD Variance numbers all look like they could be one big number. (The spacing prior to WinMore No More was great.)
4 votesHi there! Can you explain a little more where you are referring to? Accounting applet data table or the printed version or somewhere else?
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Add Custom Fields for Associates
Ability to add custom fields in an associate record to store additional information such as Key Fob Numbers, Auto Insurance details, association ID numbers, etc
18 votesWhere would you expect to see these custom fields in the Associate record? Would it be on a specific tab, on the left sidebar, etc? Where would you set up these custom fields (ex: in the Admin Applet)? Who would be allowed to create and edit these custom fields? Would they need to be marked as required?
Please let us know so that we can work on ideating this for you!
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2 votes
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Pipeline status change from appointment set to held when appointment is logged
Pipeline status change from appointment set to held when appointment is logged. Once appointment is held and logged, the pipeline should automatically move from appointment set to appointment held. Currently that step needs to be done manually
1 vote -
Send Notification Button for Associates When Paid on a Transaction
We work hard to keep all aspects of the transaction and actions needed or taken inside of the opportunity. It's our one-stop-shop for everything related to each transaction.
We currently tag agents in the "Closed Stage" of the Documents Tab to notify them they've been paid, and when/how any cobrokers, referrals, or seller excess checks have been released.
It would be VERY helpful to have a button for MCA's to use that auto-tags the Opportunity as "Paid Out" and sends a pre-formatted Command Notification (with a companion email) to notify the Agent when commissions, cobrokers, referrals, and seller excess has…
109 votes -
18 votes
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Optimize opportunities search in command
Searching for opportunities in CommandMC Opportunities takes long time to show results. Each search averages between 5-30 seconds. This adds up over time for those that work heavily in CommandMC Opportunities, making their work inefficient.
8 votes -
Show Total Commission Amount on Agent Commission Details Report
On the agent's commission details page, the top of the page should show the full commission on the transaction, not just the agent's portion. This is helpful for our agents to see the full amount prior to any splits.
14 votes -
Incorporation Name for Associate in Financials Tab
Incorporation Name to show on financial tab - disbursement section of the transaction. Currently only the agent's name is listed. Would like to see both the name and incorporated (if there is one) in this area. If we are paying the agent straight from this screen we have to remember what their LLC name is. Only way to see the incorporated name is to download the PDF.
14 votes -
Team Admin Being able to see agent's cap & royalty status
In agents indivdiual Commands, they can see the 'Green chart' that shows how much they have paid into CAP & Royalty. From an admin/operational point of view, I wish there was a way for DOO to see this for each of their agents on the team.
Overall, I'm searching for the best way/best Excel formula to track our agents upcoming deductions prior to them being inputting into the opportunity. The end goal here is to have an automated way to track the deductions of our transactions that are under contract so that we will know the net income of these…1 vote -
This Month Option for Birthdays & Anniversaries
I'd love to be able to select this month or next month as a time frame for the filters "Associate Birthdate Month", "Cap Anniversary Month," and "Royalty Anniv. Month." It would allow us to automate sending a birthday & anniversary report. Right now I have to manually go in to select the correct month so I cannot set up the scheduled report to email to staff.
6 votes -
Allow Negative Values for Transaction Adjustments
We need to be able to make adjustments the same way that we were able to in WinMore. In WinMore, we could subtract and add whatever amount we wanted while doing an adjustment. We cannot do that with the available options and it is an absolute nightmare to create adjustments.
1 vote
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