Settings and activity
206 results found
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22 votes
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LABS Team
commented
Being able to "star" smartplans so your top/most used ones are at the top of the list or a way we can pick the order. Our team has a lot of smartplans for different things so it would be nice to have our main smartplans on the top of the list so our agents don't have to search through
An error occurred while saving the comment LABS Team
commented
As new SmartPlans are added / download / created, it would be great to be able to re-organize or customize this page. Maybe create buckets like "Lead Based" or "SOI Based" SmartPlans. "Holidays" as well. This way, you don't have to scroll through the list just to find what you want or see what you have set up. I guess just a more visual screen would be nice.
An error occurred while saving the comment LABS Team
commented
My Smart Plans Ordering: it would be very helpful if we could have the ability to custom vue/custom order our People Plans based on the ones we find most valuable. In other words, order the My Smart Pans so that my favorite is at the top of my list of Smart Plans.
LABS Team
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14 votes
An error occurred while saving the comment LABS Team
commented
When you are looking for referral partners, the only community group that gets a special tag is Luxury. It would be nice to be able to filter by all communities (ie. Commercial, Land, Military, etc). This way we don't have to dig through all of the agents looking at one Bio at a time.
An error occurred while saving the comment LABS Team
commented
Being able to search for TL will help when agents want to find out more on who to send a referral for a national por global referral....
An error occurred while saving the comment LABS Team
commented
When using the maps in the referral tab of Command, it would be nice to filter the view to only those that are already in your referral network.
An error occurred while saving the comment LABS Team
commented
Without a banner or information in bio we cannot distinguish who is a commercial Realtor.
An error occurred while saving the comment LABS Team
commented
When I am searching for an agent sometimes we don't have a MC in that city so I have to search by production. When searching by production some agents don't list that city in their bio. Would like to be able to filter agents by the city they have listed in their bio when searching agents in market centers.
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109 votes
An error occurred while saving the comment LABS Team
commented
Can we please make it very easy to know if an agent has been paid for their transaction? It would be amazing to have the word "PAID" in bright red letters with a check mark at the top of the opportunity. Please see attached example idea. Thank you!
LABS Team
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52 votes
An error occurred while saving the comment LABS Team
commented
We currently charge a transaction fee of $300 up to 15 transactions on only Listings or Sales based on their CAP period. Can this be a feature tied to their associate card that we can toggle and edit?
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12 votes
An error occurred while saving the comment LABS Team
commented
When an agent leaves our team, and we reassign their contacts to the team, command slots them as a collaborator to the contact. We would like to bulk remove these so the agent no longer shows on any contacts but cannot and have to go one by one. We do not need to see the old agent on the contact as a collaborator because we can see them as a past assignee in the timeline.
An error occurred while saving the comment LABS Team
commented
Need an option to add team members in team account as collaborators on contacts to all contacts at one time. When rainmaker adds contacts in bulk from phone or previous CRM, it's too much to have to go through individually to add each team member as a collaborator and without doing some, team members are unable to see contacts in their own team command.
An error occurred while saving the comment LABS Team
commented
Could we have this bulk action? This would make it easier for leadership and for teams when there is turnover and contacts are being reassigned.
LABS Team
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12 votes
An error occurred while saving the comment LABS Team
commented
anyone accessing our database would be able to see the history and documents used would be uploaded all in one place
An error occurred while saving the comment LABS Team
commented
I was wondering if there is a way or if we can add a file slot to add preapprovals for our contacts or maybe add other files that might relate to them.
An error occurred while saving the comment LABS Team
commented
It would be nice to be able to attach documents to the notes section of a contact prior to creating an opportunity.
An error occurred while saving the comment LABS Team
commented
I'd like to be able to add a profile picture to the contact. Also, to save a picture of their business card so I can throw the paper ones away. Maybe a document tab that is in their profile and not in opportunities.
An error occurred while saving the comment LABS Team
commented
It would be nice to be able to save documents acquired during ongoing conversations under the contact side. Also, the ability to add folders to save documents. Example: the past client has no desire to sell anytime soon, but you meet with them on a yearly basis and give them an "updated" CMA estimating the home's value at that time. It would be nice to save this on the contact side of command vs. making an opportunity each year and marking the opportunity as lost after the meeting.
An error occurred while saving the comment LABS Team
commented
I need to keep up with pictures that I take at properties while touring and be able to add them directly to the contact notes will help keep the organized.
An error occurred while saving the comment LABS Team
commented
Not sure if US has the same requirements but in South Africa we need to keep the FICA documentation of the contact. This is a certified copy of the persons identification document and proof of residence. But we would like to store much more of the contactr
An error occurred while saving the comment LABS Team
commented
Be able to upload a screenshot or photos as a reminder.
Example: When adding a new contact, under notes, upload a photo of their Sign In sheet from an Open House they attendedAn error occurred while saving the comment LABS Team
commented
It would be so great if there were a way to attach docs, jpgs, pdf's, etc to contact cards. I am a pen and paper note taker, and I have a scanner that I use to uploan my notes. I would like to be able to link them to the contact card. Even if it is a linked file, like a dropbox link, that would be fine. But this would help keep EVERYTHING in one spot. I imagine it would be especially helpful to those who have those notepad notetakers as well. This is a function in Follow Up Boss that I am sad to leave now that I am coming over to Command.
I know I could add the link as a note, but just to have a separate file folder for docs is what I'm looking for.
An error occurred while saving the comment LABS Team
commented
I type some letters, or use handwritten cards to clients. And CMA's and text messages. I would like the ability to import a file (could be pdf) to show what I sent to them (so I remember) or a pdf even of a scanned card send to them on their timeline. I just finished a letter in word that I printed and delivering with other neighborhood info and the ability to simply import what I'm taking to them would be very helpful.
An error occurred while saving the comment LABS Team
commented
Other platforms allow to attach documents to the actual contacts in Command like we can to the agents on the MC side. I have a team who wants this feature because of referral agreements. This team generates a LOT of referrals and sometimes there are multiple referrals from one person throughout the year. They have to have a separate system to keep the referrals because they can't add them to the contacts in Command.
They do create the opportunity, but will need it again for new opportunities when the client buys or sells more than one house. It's already on the MC side of things so hopefully it wouldn't be that hard.
An error occurred while saving the comment LABS Team
commented
I would like to upload specific, non-transactional documents to a client's contact record.
LABS Team
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11 votes
An error occurred while saving the comment LABS Team
commented
Once a contact unsubscribes there is no notation in their contact information. You can still select them but it will not deliver. There needs to be a notation that we can see when going to the contact that flags the email address to DNS.
An error occurred while saving the comment LABS Team
commented
We can filter tags to include into a campaign or search, but can we exclude tags for the same purposes? (ex: something going to customers only, we can exclude realtors, without manually clicking each person off)
If a person choose 'unsubscribe from all', then a tag that automatically gets added as 'unsubscribe' and triggers an error message, if they are added to a campaign. (ex: same way that we get an error if no email address in an email campaign and for us to click to remove all those without emails, we'd get one that some are unsubscribed, and if we click that button, it removes them and we stay more easily compliant.)
An error occurred while saving the comment LABS Team
commented
so we can be aware of who does not want to receive our smartplan emails and also in future smartplans.
LABS Team
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20 votes
An error occurred while saving the comment LABS Team
commented
Will allow agents to display a carousel of properties that they have personally SOLD or LISTED.
An error occurred while saving the comment LABS Team
commented
I had an new agent ask me if there was any way to promote previous sales on your agent site. As of now we can only advertise active listings
LABS Team
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11 votes
An error occurred while saving the comment LABS Team
commented
So we can call and follow up with these contacts for Lead Gen. It would be helpful to know who I have to call monthly or quartlery those who have unsuscribed.
LABS Team
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4 votes
An error occurred while saving the comment LABS Team
commented
Can we please, for all that is holy, have a choice between single and double spacing? For both simple AND design Smart Plans? NO business letters are EVER double spaced.
LABS Team
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6 votes
An error occurred while saving the comment LABS Team
commented
Can we please have options to select from. I am not a fan of the current design.
LABS Team
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17 votes
An error occurred while saving the comment LABS Team
commented
For contacts who unsuscribed from a smartplan like a monthly newsletter. I have the report yet I cannnot tag these contacts that they unsuscrobed and to follow up with a phone call. Only way to add a tag to 50 contacts who unsuscribed is to do it manually in each contact and that would take a while. I would like to add a tag follow up with a phone call cant do it. You also cannot pull up the contacts who have unsuscribed in your contacts.
An error occurred while saving the comment LABS Team
commented
We should be able to see how many people opened our email sent from a smart plan so we can track what kind of communication to our database is working. Most other email platforms allow you to see who has opened your email. We would love any kind of tracking we can use around smartplans. Right now we feel like we just send them and hope people respond or follow up.
An error occurred while saving the comment LABS Team
commented
So I signed up a past client on a Neighborhood Snapshot Smartplan and it was successfully sent last month. By chance I needed to look up information for this client and saw an error on his timeline. The error is a known issue that Support tells me is being fixed at some point, but this begs the question--Do I have other contacts that are not getting information, texts, etc. from Smartplans?
It would be nice to have a daily, weekly or monthly report that tells us if the Smartplan actions were successfully delivered or not. If an error occurs, the report should include the contact (ideally a direct link for the contact's record) so that the user can correct the error.
LABS Team
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4 votes
An error occurred while saving the comment LABS Team
commented
I am hoping to have consideration put to having an email address verification system within Command. It would assist in being able to also filter those so that agents can reach out and update.
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5 votes
An error occurred while saving the comment LABS Team
commented
It would be useful to be able to export the list of who opened the links in the email campaign. I use this list as a calling list and it is a PAIN to print only one page (10 contacts) at a time.
An error occurred while saving the comment LABS Team
commented
Its nice to see in advance of calling IF they are even opening your campaign email stuff being sent.
An error occurred while saving the comment LABS Team
commented
retargeting contacts based on who is interacting with our email campaigns will allow for more relevant, intentional communication to bring faster conversions
An error occurred while saving the comment LABS Team
commented
I can better keep track of how many times they are opening emails and focus follow up calls on those that have opened multiple times.
LABS Team
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20 votes
An error occurred while saving the comment LABS Team
commented
I recommend that we should have the ability to add pictures for smart plans.
LABS Team
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17 votes
An error occurred while saving the comment LABS Team
commented
The saved searches do not allow you to search by county which can be ineffective when communicating and narrowing down to the lead the property they may be interested in.
An error occurred while saving the comment LABS Team
commented
I'm trying to do a practice search on my "app" so I know what it looks like on the consumer side of things. I set up a search, but I am not able to search by "Counties".
I have several people wanting to search for a home in a specific county, such as Rockingham County, VA or Pendleton County, WV. If this specific search were performed, it would search all listings in the county, and eliminate listings within city limits. It just really simplifies the search, so I don't have to type out every single town that is located in a specific county. I would really like to see that as a search option.
An error occurred while saving the comment LABS Team
commented
Good afternoon, we would like to use Command to set up drips for clients. However, we can't do it by the county. Can you please add that option. It is preventing our team from using Command at a high level.
An error occurred while saving the comment LABS Team
commented
missing waterfront, acreage, manufactured home, COUNTIES, entire state
An error occurred while saving the comment LABS Team
commented
I'd like to suggest an enhancement to our customer's site that would greatly improve the user experience. Currently, users often search for listings by specifying the name of a condominium, neighborhood, or suite they're interested in. To make this process more efficient and user-friendly, I propose implementing a search and filter feature that allows users to search by these specific criteria.
By enabling users to search and filter by the condominium's name, neighborhood's name, and suite, we can streamline their property search and better cater to their preferences. This enhancement would not only create a more user-friendly experience but also enhance the overall usability of our customer's site. It's a valuable improvement that can help our users find their desired listings more easily, leading to increased customer satisfaction.
An error occurred while saving the comment LABS Team
commented
many clients are in need of master bedrooms on the first floor and only want to see homes with this feature
An error occurred while saving the comment LABS Team
commented
We need the capability to search by the number of garages. This is a basic and large characteristic of the vast majority of homes and is a big decision maker maker clients
An error occurred while saving the comment LABS Team
commented
This will benefit people who are searching homes in a certain county. Will be a large benefit for rural areas and land.
An error occurred while saving the comment LABS Team
commented
This is a much needed criteria for buyers as a search tool.
An error occurred while saving the comment LABS Team
commented
Searching for homes are too limited. Most of my clients are looking to downsize. They want a first floor master. They would like to be able to choose style of home such as Ranch style. Many are looking specifically to live in a 55+ community.
Would you be able to add these options to the search choices.
Also, I would like to be able to set up a search and they connect it to a smart plan to be sent out to my leads.
Such ad a downsizing adv offering a list of all 55+ homes in Hartford county.
An error occurred while saving the comment LABS Team
commented
Right now, it is now possible to search for senior properties (55 and over) via the idx. This would be a good option to help with baby boomers. Please add.
An error occurred while saving the comment LABS Team
commented
We need to have a county and city search option under searches for clients
An error occurred while saving the comment LABS Team
commented
Search for properties by property feature
An error occurred while saving the comment LABS Team
commented
On the agent sites I would like my clients to be able to search for waterfront properties.
LABS Team
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7 votes
An error occurred while saving the comment LABS Team
commented
requiring the lead to subscribe to the website to receive property alerts should be removed. AI should also automatically monitor all clicks on website for agent.
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42 votes
An error occurred while saving the comment LABS Team
commented
For my market, I am able to create auto-searches through my MLS for buyers. There are many options within the MLS to customize the search for the buyer. In Command Saved Searches, I feel as if that component is very limited and does not really narrow down options for buyers like the MLS can do.
It would be great to see the Saved Search component in Command expanded so there are a wide variety of filters, such as "filter out properties that are subject to seller finding suitable housing, condo names, etc." I would much rather use this feature as I would be able to see which properties my contacts in Command have viewed, as opposed to my MLS where I am unable to see that information.
An error occurred while saving the comment LABS Team
commented
My idea is to add a filter to Create Saved Searches for our buyer contacts, that can specify the number of levels, and the specific location of the bedrooms. I think this is helpful because the search would only include 1 level, or 2 level homes, or more level homes, according to what the consumers want, and it could even go further in describing on what level the bedrooms are located. Consumers who want a home with the master bedroom downstairs, or want more than one bedroom on the first floor, don't want to spend time going to look at 2 level homes only to discover that all the bedrooms are upstairs, or if they already said they are only interested in 1 level homes, I would prefer to email them only 1 level homes. I think adding these filters to the Create Saved Searches tool, could save agents and customers a lot of time and gas money.
An error occurred while saving the comment LABS Team
commented
Now that the KW Consumer App allows clients to search by Manufactured property, it would be beneficial to also have that option in the Command so that we can add that under property type for the clients as well.
An error occurred while saving the comment LABS Team
commented
Lot square footage field should be added as a search criteria on the saved searches. Acreage is a very common request.
An error occurred while saving the comment LABS Team
commented
To be able to search on our agent site or app with a filter for 55+ communities. So that it matches MLS the terminology is "housing for older persons"
An error occurred while saving the comment LABS Team
commented
I would love to see more features on saved search. For example, cottage or mother-in-law quarters. Similar features as the MLS.
And more!!thanks! Monique
An error occurred while saving the comment LABS Team
commented
add in acreage preferences and multiple counties rather than just 1 county per search
An error occurred while saving the comment LABS Team
commented
It would be helpful to be able to have more search criteria for the saved searches. Specifically being able to search by acreage of a lot, and more features of any lot (views, stream/creek, private, etc…) would help keep results more relevant to the client.
An error occurred while saving the comment LABS Team
commented
We should absolutely have a way to create saved searches for our clients with acreage parameters. This is a basic parameter in any property search software. Please add this to the CREATE SAVED SEARCH sub-menu for CONTACTS ASAP! Thank you!
An error occurred while saving the comment LABS Team
commented
Right now you can only select "home" as a property type. If the client has specifically asked to only see ranch/ 1 story homes, it discredits the service that we are providing them.
An error occurred while saving the comment LABS Team
commented
I would like to be able to help clients searching for land by setting up a search based on the amount of land they are looking for in a particular area. I have a client looking for 2-10 acres to build a home, but I am only offered the option to set up a search based on the number of bedrooms, bathrooms and living space size.
An error occurred while saving the comment LABS Team
commented
Add an acreage filter on the Saved Search feature in command for our contacts. Many of my clients want a lot or parcel of a certain size. The field should be the same as the field for home SqFt. This will allow us to use Command for our clients searches rather than some other search tool.
An error occurred while saving the comment LABS Team
commented
Currently, saved searches in command contacts do not allow you to set up a search that searches by just the city or county nor does it allow you to search by acreage ranges for homes. It would be really helpful to have these search functions available, especially being in a "smaller" area where neighborhoods aren't as big of a search tool.
An error occurred while saving the comment LABS Team
commented
MLS searches currently have more diverse filters than Keller Williams offers on saved searches. When we send saved searches to cliets were sending homes they may not want to see due to the lack of filtering possibilties.
We need to filter out properties with HOA- alot of clients do not want to live in a HOA community.
Some clients want to live in Housing for older persons 55+, some do not meet the age requirement, currently their isn't a way to filter for these properties in or out.
Number of garages, filter says available parking when searching
Search by school district filter would help alot of famalies find a home in an area they specially need.
These ideas would streamline things for agents and greatly benefit our clients. Adding overall value to Keller Williams, keeping them coming to Keller Williams over our competitors. Why send them everything in a price range when our competitors do the same? We need this edge.
GO Keller Williams team GO!
An error occurred while saving the comment LABS Team
commented
Thanks for creating the map draw option to our property search option when creating search for clients. Please add lot size option.
An error occurred while saving the comment LABS Team
commented
SEARCH LISTINGS by # OF STORIES or LEVELS.
We need the ability to search listings by the number of stories or levels a home has. ie. Search for all single-story homes (or two story, etc.).
LABS Team
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6 votes
An error occurred while saving the comment LABS Team
commented
would be more efficient if us as agents were able to have the option to pick property style, choose how many beds & baths, etc instead of only being able to send all properties from the area we choose when that is not what our client is looking for. add specific filter settings that allows you to choose property options
LABS Team
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24 votes
An error occurred while saving the comment LABS Team
commented
Sync into command activities that are in my Google Calendar related to a contact in Command. So if I have a meeting scheduled in my calendar where one of my contacts is an attendee, then bring it to command as an activity on that contact's profile
An error occurred while saving the comment LABS Team
commented
Adding a calendar event simply opens your Google calendar and doesn't log anything within the KW Command system. Seems you then need to log this meeting again in the system at a later point.
It would be excellent to load Google Calendar bookings into Command if the contacts email address is included in the invite list or if you create a calendar event in Command, this gets sync'd with Google Calendar. Command should allow you to book meetings or events with the same functionality available in Google Calendar and also allow you to add additional notes to the system that don't get distributed to invitees - just an internal record of what happened. Would also be great to be able to update a meeting outcome ie you've booked a listing appointment, add notes on what happened and update the outcome as cancelled, rescheduled, listed, listing with competitor, no longer listing, etc. Pulling this into reporting would help to identify trends and gaps in skill level.
Better scheduling management would also be great. Would be great if we could create a booking page for a variety of activities ie booking page for listings, listing appointments, etc that we can direct people to so that they can book a viewing depending on the property they want to view or schedule a call/appointment with us. This would also need to link through to our calendar so that time cannot get booked if we already have a meeting.
With any meeting booked, there should be the ability to send an automated reminder email the day before, an hour before and do this is text form as well.
Please! Make it so that when Smart Plans are sorted, they stay in the same sort and/or create Smart Plan Sort views.