Settings and activity
206 results found
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6 votes
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LABS Team
commented
I think it would be awesome if we could customize our KW Realty Mobile App Link.
Example:
https://app.kw.com/HaydenSellsLABS Team
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8 votes
An error occurred while saving the comment LABS Team
commented
would like 'Remember this device' option instead of full log in each time; don't want biometric option as fingerprints are not reliable for inputs if hands dry etc
An error occurred while saving the comment LABS Team
commented
Faster more efficient access to your account.
LABS Team
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111 votes
An error occurred while saving the comment LABS Team
commented
I would love it if command tasks could like with our calendars.
An error occurred while saving the comment LABS Team
commented
Can we connect google calendar with command tasks and opportunities?
An error occurred while saving the comment LABS Team
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It would be great to have the option to allow checklist tasks to automatically feed to calendars that we are already using, specifically Google calendar. That way due dates/deadlines wouldn't have to be entered into multiple places manually.
LABS Team
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12 votes
An error occurred while saving the comment LABS Team
commented
The notes from a contact's opportunities do not display in the timeline tab of their contact record. It would be extremely helpful to be able to see the latest notes from the contact & their opportunities all in one place.
This would provide a comprehensive "at a glance" view of the latest updates for the client and their opportunities.
Currently you must open client record and each of their associated opportunities in order to see a comprehensive view of all notes and updates related to that contact. This can be a bit cumbersome if they client is both buying and selling multiple properties.
An error occurred while saving the comment LABS Team
commented
If you're using the mobile app and running your business from your phone most of the time your "Activities/Notes" are results of the conversation. To enhance the effectiveness of tracking and adding that client to opportunities as soon as the connection happens is ideal. So whenever you as the mobile agent need to sit back down and go through your priority (based on which stage they are in the opportunities tab) it would be beneficial to have those original notes readily available instead of switching back and forth between tabs.
LABS Team
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124 votes
An error occurred while saving the comment LABS Team
commented
Have a field for: Referral? "yes" or "no"
If yes, another field opens up to have the Referring agent's contact information entered so it links to the client, and another field for either $ or %. If there's no referral fee involved, someone can just put 0 (zero). Once an opportunity is created, that information would populate, and the agent could click a toggle to push it to the DA.
This would help keep track of referrals easier so they wouldn't have a chance to get overlooked and missed. This would also be a great way to track where referrals are coming from and where they are going.
An error occurred while saving the comment LABS Team
commented
Add a referral pipeline to opportunists, that way we can track the referral whether we are referring a client or a listing to another market center or outside agency
An error occurred while saving the comment LABS Team
commented
Agents often don't know where to send referral agreements for their outgoing referrals. Currently handling referrals in our MC is a mess because we have been unable to create a standard. If we had an additional pipeline for referrals, we would have a location that the agent would upload the agreement with the other agent as well as any other documents that would be necessary for a referral transaction.
An error occurred while saving the comment LABS Team
commented
It'd be nice to have the ability to add the referral agent into the offers and commissions page so that you only have to fill out one commission demand on your side.
An error occurred while saving the comment LABS Team
commented
Please either add Referral Agent to the Relationship drop down OR better yet add a new field for Referral Agent to associate a contact for an agent with a client.
The issue with making the Referral Agent in Relationship would of course be confusion about if they are related to the client etc.
An error occurred while saving the comment LABS Team
commented
It would be helpful if there was a checkbox to create a referral right from the create opportunity screen. This way we'd have continuity of workflow when creating opportunities for a new referral.
An error occurred while saving the comment LABS Team
commented
Hello, currently I have sent out 4 referrals to agents across the country. They will be working with clients who are buying/selling. I didn't use the referral tools in command to send out the referral. It would be great to have a seperate section in opportunities to track these clients. This referral business will impact my GCI and bottom line. Right now I have them under listing or buyers with a .5% commission. What are your thoughts? Thanks for the consideration. Jessica Longo
An error occurred while saving the comment LABS Team
commented
Since it technically is not a buyer or listing but still an opportunity, it would be nice to have a separate category for referrals. I know they can be tracked in the referrals part of command but only if they are KW, and not all of them are
An error occurred while saving the comment LABS Team
commented
When a new referral agent is added to your network, that agent should be added to database Contacts for easy communication. This should be done with an "import contact" button, either in the individual's dropdown info or to add the network as a whole.
LABS Team
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2 votes
An error occurred while saving the comment LABS Team
commented
I am Exec Admin for a Rainmaker. I usually just log into her Command account to work. Recently, we have others assigning tasks to me so I thought I would start using my own login so none of the tasks are missed. I have full permissions but am still limited as to functionality. We need a way to have full Rainmaker permissions in a separate login!
An error occurred while saving the comment LABS Team
commented
Custom permission levels for teams
LABS Team
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4 votes
An error occurred while saving the comment LABS Team
commented
If a rainmaker dissolves their team none of the tags transfer when account ownership of their contacts are changed to personal. This is because their tags were team tags, and now the contact is in their personal account. However, when an individual agent goes to a team all their personal tags become legacy tags. But it does not work vice versa.
If the team tags became legacy tags in an individual account then bulk adding personal tags to match the legacy tags that transferred over would be really easy.
Right now the only solutions I have heard is to export and reimport under personal (but a lot of the history disappears like opportunities they are associated to, smartplan history, etc.). Or transferring tag by tag and bulk adding tags in the personal account as you go. But that doesn't really work because most contacts have multiple different tags.
Even if a team wasn't dissolving, if an agent leaves a team and their contacts are moved back to personal they would lose the history of those tags too. This happens all the time, rainmakers dissolve a team or agents leave a team but stay with KW.
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22 votes
An error occurred while saving the comment LABS Team
commented
Create a way to search by notes in a contact to easily search contacts
An error occurred while saving the comment LABS Team
commented
I'm trying to recall who I spoke to "Council on Aging". Searching for those specific words in Notes would help me find who I'm looking for in a Tag group of 350 contacts.
An error occurred while saving the comment LABS Team
commented
This will help look for things in a contacts time line with our having to scroll through the whole thing. This will help if you have a long time line or if you have other people that make comments on your contacts
An error occurred while saving the comment LABS Team
commented
Making "Notes" searchable would be great, even if it's just the title of the note. It would likely need its own search field, though.
LABS Team
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22 votes
An error occurred while saving the comment LABS Team
commented
Currently in CommandMC when a smartplan is assigned to an recruit/agent we can not see who on leadership have activated the smartplan. For accountabiluty reasons I think having in the timeline who activated that smartplan on the conatct should be included. I am not sure if this is the same function on the team side as well.
An error occurred while saving the comment LABS Team
commented
When adding an activity to the Timeline you cant see who left the action like in the notes section. You also cannot delete or edit an added activity in the Timeline like you can in the Notes tab.
An error occurred while saving the comment LABS Team
commented
In Command MC. If a user adds an activity like a call. Other users do not know WHO made the call/activity
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25 votes
An error occurred while saving the comment LABS Team
commented
Allowing individual teams to access to only recruit information would allow transparency into the onboarding process and allow them access to the HeatSeeker list for their own recruiting purposes. Currently there is no way to safely provide an UpToDate HeatSeeker list to our teams without exporting the list weekly into a google sheet. This is ineffective as we cannot accurate keep notes on each possible recruit and capture all HeatSeeker leads.
An error occurred while saving the comment LABS Team
commented
TO WHOM IT MAY CONCERN:
We need our ASC to have the ability to perform all related agent add/remove functions WITHOUT having access to sensitive CommandMC Compliance (red bubbles) info.
Recently an Angel advised us, "...if she (ASC) is just sending an Invitation to Join, then the MC Leader role would be sufficient, as this allows access to the recruits section of Command. However, there are certain tasks that require MCA/AMCA access, such as activating an associate.
Our Agents Services Coord (ASC) should be able to send new agent invites and activate new agents....all related agent add/remove functions WITHOUT having access to sensitive CommandMC Compliance (red bubbles) info.
Please understand we simply cannot have our ASC seeing sensitive info in CommandMC. This is simply not acceptable. If KWRI engineering cannot create a new Leadership Role to accommodate this seemingly basic task, then we will continue to be bogged down by this decision. This is not an efficient setup for our Market Center.
Bob Bethke, MCA - KW PARK CITY (MC#586)
An error occurred while saving the comment LABS Team
commented
I have a couple of different virtual assistants out of the US that I'd like to delegate tasks to in Command MC for additional support (similar to how a single agent can have two assistants logging to Command). I'd love for both of them to be able to have their own login to Command MC so I can accurately assign tasks within the team. What I've previously been told is they can't be added because they don't have a social security number. Adding this feature would be a huge help to our MC operations.
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8 votes
An error occurred while saving the comment LABS Team
commented
A daily summary report in Command MC of all opportunities/commission requests that were worked on during the day/report period. Ideally this report could be filtered for a single trades employee and also run for the entire market center.
LABS Team
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6 votes
An error occurred while saving the comment LABS Team
commented
The new SmartPlans system is great, BUT the new experience puts the editable fields (text content, email content, notes, etc.) to the far left in small boxes, while the "drag-and-drop" portion leaves a lot of blank space in the middle. Please make those editable fields larger so agents don't have to squint and scroll...
LABS Team
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6 votes
An error occurred while saving the comment LABS Team
commented
Would love to have the ability to have command text reminders to us the agents with reminders (Like real Geeks CRM).
Some days are busier than others and it may take a while to open the command CRM, but you can be on the run and receive a text and check it.
An error occurred while saving the comment LABS Team
commented
We would love to see an email notification (aside from in the Command MC Opportunities Page) sent directly to specific compliance officers when a file is submitted for compliance. It would be very cool to ALSO have a pop up notification on their computer screen when Command is open "You have a New Compliance Request". They are finding it cumbersome to keep refreshing the screen all day long. We have 5 or 6 compliance officers but only 2 who need to check the compliance lists all day long. So it would be nice to be able to designate who gets the more direct notifications at what email addresses and be able to adjust this as needed.
LABS Team
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4 votes
An error occurred while saving the comment LABS Team
commented
We are noticing that we are having to stray from using Command to communicate with other team members and for team training materials that are not through KW Connect. Is there a possibility to message or tag our team members in Command or in the notes section of a client profile?
We also would enjoy the option to upload documents and videos into Command for easy access within our database!
Thank you and we hope these ideas have interest from other agents as well, our goal is to limit the number of programs we use and keep everything in Command for easy access!
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24 votes
An error occurred while saving the comment LABS Team
commented
Instead of getting a fail log because the office phone number or email address is already in use, allow importing contacts to update already existing contacts.
An error occurred while saving the comment LABS Team
commented
Identify Duplicates and give options to add NEW information to the uploads. This should work from both the mobile app and from a csv file we upload on the desktop version.
An error occurred while saving the comment LABS Team
commented
Instead of the contact import failing, I would like to see the contact record appended with the new information. The system should give you to the option of not appending and stopping the import for that contact, overwriting existing data or overwriting just blank fields.
The system should also allow the importing of activities, not just notes ie a call activity with description, etc
All this should be true whether importing via a file or through Zapier
LABS Team
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10 votes
An error occurred while saving the comment LABS Team
commented
We all operate differently, and we all have different information we deem as important. Being able to add custom contact fields is great. It would be more useful if it could be chosen as a merge field.
Ex: When emailing co-op agents, we like to include the address of the closed property. We can create a custom field for this information, but cannot include it in smartplan as a merge field. Therefore, we have to individually email 200 co-op agents each month to ensure the subject has the right property address.
LABS Team
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3 votes
An error occurred while saving the comment LABS Team
commented
While you are setting up smartplans or completing lead gen having a quick link to verify if the phone number you are calling or texting that we can have a quick verification.
LABS Team
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9 votes
An error occurred while saving the comment LABS Team
commented
As an MCTT, about 95% of my agents are very confused between the My Profile and the Marketing Profile since they don't sync up at all. I would love to see for a quick link to your Marketing Profile under when you click on your name in that drop down menu since it is hard to find and hidden in the Connect Settings that make no sense on why that's in that section.
LABS Team
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11 votes
An error occurred while saving the comment LABS Team
commented
Add the same "event" (email, text, call, meeting) to multiple contact cards in timeline. Currently available to add as note only
An error occurred while saving the comment LABS Team
commented
In tasks we used to be able to click "complete all" or select all and add a comment. Could we get those functions back? They were super useful :)
An error occurred while saving the comment LABS Team
commented
Currently in a new MC where CommandMC was not being utilized to it's full potential and now having to go back and start from scratch, it would be nice to have a bulk action delete for CommandMC Tasks to dwindle down on waisted time.
An error occurred while saving the comment LABS Team
commented
It would be beneficial to be able to bulk complete tasks within CommandMC. Especially pertaining to texts as we don't have the text feature available yet.
An error occurred while saving the comment LABS Team
commented
This feature would be huge when needing to create a multitude of the same tasks for multiple contacts. At this time we are only able to select one contact at a time from the tasks page. When selecting multiple contacts on the contacts page, being able to add "bulk tasks" would be huge for lead generation and follow-up along with care call tasks and sphere call tasks.
LABS Team
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11 votes
An error occurred while saving the comment LABS Team
commented
I've sent referrals that didn't end up becoming a deal. The receiving agent accepted but nothing happened... now I have these old sent referrals on my referrals page in Command, clouding the real actives ones because these old ones still show are "active" and the agent who accepted them doesn't take the time to market them as lost :(
An error occurred while saving the comment LABS Team
commented
When a receiving agent ends up not being a good fit or does not reply to the referring agent or reach out to the clients the referring agent should be able to pull back the client's info.
In cases like this it is understandable that the referring agent does not want the receiving agent to have their client's info anymore and does not want them to reach out to the client in the future.
LABS Team
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I'd like for my url to have the option to include my name when sharing it with my clients or branding it to a template in designs. For example: it currently comes up as https://app.kw.com/KWUM6QYREHO - I think it would look much better if it came up as app.kw.com/jarod
Please let me know if this is possible.