Settings and activity
136 results found
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15 votes
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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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111 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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64 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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19 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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5 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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30 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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10 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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15 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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26 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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47 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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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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8 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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19 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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15 votes
An error occurred while saving the comment LABS Team
commented
I list commercial properties often and I've just been made aware that our commercial properties do not automatically populate into our individual website. I have also been made aware that if I pay additional fees to become a KW commercial agent then I could post it in their database. I think it would be vastly more professional and inclusive to all KW clients for ALL listings to be showcased on our KW websites... we pay tech fees monthly for access to top-of-the-line websites and technology. This should be a non-issue. *My commercial listings, however, do automatically populate on one of our top competitors' websites within minutes, this is a problem.
If I do not have the full scope of things, I would love more information on this topic.
An error occurred while saving the comment LABS Team
commented
We added rentals to the agent sites, but we can't add Commercial listing to featured sites area of the agents website
An error occurred while saving the comment LABS Team
commented
A handful of agents in our Market Center list rental & commercial listings. These need to be available on the new agent websites for customers to search by rentals or commercial.
LABS Team
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149 votes
An error occurred while saving the comment LABS Team
commented
Be able to send automated home anniversary emails on the date of clients home anniversary
An error occurred while saving the comment LABS Team
commented
I'd like to customize when the my task triggers in relation to the contact's birthday date - for example, I'd like to get a task notification 30 days prior to their birthday to send a handwritten card, then a task notification the day before that birthday date to make a call/text - but I'm not seeing that option to do so. I only see the smartplan starting as soon as I add a tag, which wouldn't line up the dates correctly if I added them all to the smart plan on the same day - I need the tasks to correspond with each client's birthday date.
I contacted customer support and there is currently no way to make an editable copy the current KW birthday smart plan while keeping the birthdate triggers - they said the only current solution would be to create 500+ individual birthday smart plans for each contact and recommended I submit the idea here. Seems like a very basic feature to have on the platform :(
An error occurred while saving the comment LABS Team
commented
The KW birthday smartplan is a bit overkill for some. We'd like a touch task and a twilio text only. There's no limit to how much more we could do with SmartPlans this way!!
An error occurred while saving the comment LABS Team
commented
I would love to see Smartplans scheduled for certain days instead of just going every single day. I have some smartplans I have created with Twilio texts that I would like to just going out Monday-Friday and instead they will send out just any random day and time without me knowing.
An error occurred while saving the comment LABS Team
commented
Using smart plans for touches like Holidays gets off track when using days delay. Using a date is more efficient.
An error occurred while saving the comment LABS Team
commented
I am creating a monthly market updates smart plan. With this plan I need to have some time to update the data, and subsequently update the smart plan with the new information. being able to scheudle a smart plan to send, for example the 3rd day of the month, would allot the emails to be sent the same time each month, and would give time to update the data.
An error occurred while saving the comment LABS Team
commented
I would like to be able to remove the auto text from Twillo in the birthday smart plan so it remind me every year to only write a card and social post. I utilize Twillo already so it will automatically be sent.
An error occurred while saving the comment LABS Team
commented
We'd like to send an email out on the 2nd Thursday of every month. Smart Plans allow for a 30 day delay but with that setting, the email will not go out on the same day of the week each month and eventually move earlier in the month. More custom recurring date options would be useful.
An error occurred while saving the comment LABS Team
commented
I created a 28 touch smart plan and started 1/3/2023, I added everyone I currently have to it. But would like a setting that would allow me to add new contacts to it and not have to start the plan from the beginning, Almost like a start button that would start the plan and allow you to start a new contact at whichever step it is at.
An error occurred while saving the comment LABS Team
commented
Would be awesome if smartplans delays could launch based on days of the week or specific days of the year.
An error occurred while saving the comment LABS Team
commented
A smartplan triggered by the birthday date that
6 days before birthday creates task to send gift or card
on birthday has task to call post on social media
a second version could add an html birthday email on their birthday along with the two other tasks.
An error occurred while saving the comment LABS Team
commented
It would be nice to have a smart plan that hit all of the major holidays throughout the year and that repeat annually
An error occurred while saving the comment LABS Team
commented
We have a smart plan that is sent every Wednesday to certain clients. It would be useful to be able to select the option of setting a delay to a certain day of the week.
An error occurred while saving the comment LABS Team
commented
Over the years I have customized my 36 touch campaign. Included in my campaign are events and touches that occur the same time each year. For instance, I send out calendars each November and send holiday cards each December. I would love to create a Smartplan with my current campaign however not being able to choose dates on the calendar makes this difficult. I still haven't figured out the work around.
An error occurred while saving the comment LABS Team
commented
I would love to have a Wedding Anniversary tab and smart plan. It will be great automated reminder as the Birthday smart plan.
An error occurred while saving the comment LABS Team
commented
Unfortunately the birthday reminders and the home purchase anniversary deactivate as soon as the smart plan is closed. Would be AWESOME to input the smart plans once then it is set automatically every year without going again to the contact and setting up the smart plan again. We have Twilio and the Birthday smart plans have set a text that will go automatically so if we miss it at least the text is sent the same day. This would apply to any anniversary we want to remember from any of our contacts. Weddings, Dog's birthday etc, etc.
In my contacts in Gmail, I input a birthday once, syncs automatically with my calendar for every single year without doing anything else and I get a reminder
An error occurred while saving the comment LABS Team
commented
People always ask, "who is this" after receiving a Birthday Wish text from me because the Twilio number is not the phone number they are familiar with.
An error occurred while saving the comment LABS Team
commented
It would be helpful to be able to set the time for texts or emails to be sent out in SmartPlans, so people could receive an email on the day or so before an event and then get a text reminder the day of the event and know they would receive it an hour or so before the event.
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9 votes
An error occurred while saving the comment LABS Team
commented
I would like to be able to differentiate between an in-person meeting vs a virtual meeting in a client's timeline.
An error occurred while saving the comment LABS Team
commented
When I click activity it doesn't give the option for letter
An error occurred while saving the comment LABS Team
commented
When adding an activity to a contact, it would be nice to have a mail as a choice in the drop down menu. I would like to add when I mail a card to contact.
LABS Team
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34 votes
An error occurred while saving the comment LABS Team
commented
Although there are a few tags I like that are created by the "System", I find that the a number of them I don't use and find it very annoying to have them in my scroll list. Is there a way to change the coding to allow agents access to delete original tags created by the "System" in the same fashion that you can do when you have created a tag yourself that you don't want anymore. Thanks
An error occurred while saving the comment LABS Team
commented
When the update changed them to the same color as my other tags, it really messed the team tagging system up.
An error occurred while saving the comment LABS Team
commented
Through trial and error I have learned that when you import database files into Command, the system will create a new custom tag so that it can import properly. For example, importing a spreadsheet that has "Girl Scouts" as a custom tag will populate it as a System-Created tag (which you cannot delete or change...ever). This makes the database management/cleanup incredibly complicated for teams. Please allow us to delete or edit "system" created tags AND lead sources so that we can avoid cluttered databases.
*Side note:
A workaround that I have found for this is to populate the custom tag/lead source ahead of importing so that it can latch on to the existing placeholder instead of "creating" a new one for you. However, this still does not solve the issue of past created tags/sources.
LABS Team
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7 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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18 votes
An error occurred while saving the comment LABS Team
commented
It would be amazing if we could add custom dates in the kwcommand opportunity tab under details like Option & Earnest Money Due, Option Period Ends, Financing Contingency Ends, Leaseback Ends, etc. and have these dates automatically sync to our google calendar & shared with the client. It would be even more amazing if these sync'd dates were set up to automatically send out reminders 2 days before and the day of.
LABS Team
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28 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.
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.