Settings and activity
136 results found
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6 votes
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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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17 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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13 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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12 votes
An error occurred while saving the comment LABS Team
commented
It's easier for us to get the information of the task. We don't need to check tasks one by one just to get the information inside it.
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19 votes
An error occurred while saving the comment LABS Team
commented
With Command being the dashboard of our business, I'd like to see it actually be a 1-stop digital overview of my business. Added functionality could be: calendar integration to Command, ability to take notes that are not associated with a specific client. Would love for it to evolve to a digital planner enabling me to "see" my business in a planner format. Bonus if we could add planner pages for 411, fundamental business models. Maybe turn the BOLD planner into a digital format.
An error occurred while saving the comment LABS Team
commented
Is it possible to incorporate a Google calendar for teams to all access all thru Command?
LABS Team
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80 votes
An error occurred while saving the comment LABS Team
commented
A required section asking if someone is working with an agent, and if yes, what their full name is, if no, how soon would they like to buy, would be great. The "Leave a Note" field on the old landing pages allowed for this but not all visitors followed instructions.
An error occurred while saving the comment LABS Team
commented
Hello! I love the Lead Alert feature for Agent Sites. But would it be possible if the lead forms can come in with specific properties that the leads are asking about? In other words, can the lead capture form have more information when agents and market centers receive new site leads.
An error occurred while saving the comment LABS Team
commented
As an agent, in order to capture the Open House visitors properly - provided through kw.com site-, in addition to Name, Cellphone, and Email, we need to have more fields:
1. How soon do you want to move? (drop down option answer, next 1 - 3 months, 3 - 6 months, 6+ month)
2. In the scale 1 - 10, how do you like this property? 1 not interested at all, 10 you love it.
3. Who is your Realtor®?This way, the agent will be able to follow up accordingly. If they are not with a realtor, the agent can make them as a new prospect buyer.
Thank you!
August
An error occurred while saving the comment LABS Team
commented
It would be wonderful to have a feedback form with options for price, features, location, condition ect
An error occurred while saving the comment LABS Team
commented
Agents all collect info from buyer's to begin the search for a home. This would allow agents to run a survey from command with a custom landing page.
If you offered widgets similar to those in Chimp Monkey's survey builder, it would be simple to build a custom landing page survey.
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21 votes
An error occurred while saving the comment LABS Team
commented
I spent most of my day trying to add over 2000 contacts to a smart plan. It only allowed me to do 500 at a time. I had to click and select 20 at a time up to 500. Then going from 500-1000 I had to start clicking over at the start or 0-20. I had to repeat this going all the way up to 7000 plus contacts. There should be a bulk update on this and it should have been done immediately. After adding all the contacts I had about 2000 emails that were able to do a smart plan. Now I have to open each contact and add the suggested neighborhoods in addition to the primary. I have to do this for each 2000-plus contact again taking days. I should be able to do a bulk add to all these add neighborhoods. I appreciate you allowing me to suggest ideas. Thank you!
An error occurred while saving the comment LABS Team
commented
In summary, we need bulk add multiple neighborhoods for multiple contacts in Command.
My out of state investors need to be able to see local neighborhoods where they are looking to buy (don't live) and that I want to selectively target for them. And in cities I'm targeting there are dozens if not hundreds of good neighborhoods I want to send them.I want to send setup neighborhood nurture drip campaigns in the same multiple neighborhoods for my leads/clients. Currently however I need to individually select neighborhoods for each lead/client, which is impossible, it would take too long. Please add a new feature: bulk add multiple neighborhoods from multiple cities (I could cut and paste a select list maybe) for multiple contacts in Command. Thank you!!
An error occurred while saving the comment LABS Team
commented
Creating a smart plan for folks met at an event that will receive the same smartplan.... so time consuming going 1 by 1!!
An error occurred while saving the comment LABS Team
commented
I would like to be able to bulk select contacts and add a neighborhood to all of them. This would be great for FB leads
LABS Team
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22 votes
An error occurred while saving the comment LABS Team
commented
Assigning tasks in smart plans is arbitrarily confusing (only options are "rainmaker" and "contact assignee"). Why not just have roles like "Agent" or "TC", or at least a drop down of team member names?
An error occurred while saving the comment LABS Team
commented
Currently you choose which Rainmaker is the default for emails and texts. There are times where 1 Rainmaker would be who you want the email/text to come from, and other times the other Rainmaker. Can you make it sow we can choose per SmartPlan who the default Rainmaker will be?
An error occurred while saving the comment LABS Team
commented
As a rainmaker, I can't do all my tasks. It would be nice to assign certain tasks on the smartplan to my admin automatically.
LABS Team
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16 votes
An error occurred while saving the comment LABS Team
commented
When attempting to create mailing labels you cannot select more than 500 contacts at a time. For a team with over 4.5K+ contacts (selected by tags), it forces them to have to download 9-10 separate csv files and then combine those files into one complete file in order to sort and remove duplicate data caused by the relationship field functionality.
If the related contacts have different last names that find them in a different 500 limit download, each contact is combined via the relationship field onto one row of data on the separate 500 limit list resulting in duplicate records when all data is combined manually via csv files. The team then has to sort the data by address and painstakingly go through each line to delete duplicates.
An error occurred while saving the comment LABS Team
commented
The existing process of adding contact to the recipient list requires load more than scroll to the top and select more. If that box was down by the load more it would be far more efficient - saving time.
An error occurred while saving the comment LABS Team
commented
The most basic function of a CRM is to be able to email your entire contact list for the most basic emails (holidays for example). When I create a list and check off the box "select all" it only checks off the current list of 100 contacts. Select all should include every contact on the list, not just truncate it to the current viewed.
LABS Team
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28 votes
An error occurred while saving the comment LABS Team
commented
Understanding the reason for the listing rejection would expedite the approval process. I suggest configuring the listing timeline to say the reason of the rejection. This way we MCA would know which information he needs to check.
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13 votes
An error occurred while saving the comment LABS Team
commented
When a Mega agent leaves a MC, they need to be able to export multiple opportunities at one time, not thousands one at a time.
An error occurred while saving the comment LABS Team
commented
I would like to run a report of all opportunities from a specific date range in the all opportunities section of command. Since it is a year outside of this year currently there is no way that I could find or the help desk. It would help with goal planning, follow-up plans etc. It would also be nice to be able to export it to another spread sheet to enable expanding the columns to read all info.
An error occurred while saving the comment LABS Team
commented
Having the ability to export or print the opportunity pipeline within each phase of the opportunities. This would be extremely helpful for team meetings and in our PC program.
An error occurred while saving the comment LABS Team
commented
It would be great if there was a way to export all opportunities into an excel spreadsheet. That way, we can review all opportunities with each team member each week instead of having to jump from one stage to another to see them all.
It would be nice to have the option to download the comparison of offers into an Excel sheet. That way we can edit or add fields and sort offers and arrange the columns as need to best aid our clients.
Being able to modify the various section/rows and the ability to add new/custom data entry for side-by-side comparison would be helpful when presenting this information to clients. Being Able to Export to Excel would be helpful as well.
LABS Team
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12 votes
An error occurred while saving the comment LABS Team
commented
KW campaigns are incredibly powerful and can be so successful even if they are not for generating leads. We generate a massive amount of exposure for our agents and for the homes we are selling. It's nice that we can see the number of views and how many click on our ads, but we really need to be able to easily share this information with our clients.
When I told my clients last week that in only a few day I got over 10,000 views of the ad for their home and 425 people had actually clicked the ad to go right through to the listing page they were blown away. They could SEE that I was doing a great job. We have this information but we really need to make a report available where we can send this to our clients to show them how amazing KW agents are, and that we have the most powerful tools available for their benefit right at our fingertips.
LABS Team
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12 votes
An error occurred while saving the comment LABS Team
commented
When adding a smartplan such as Quarterly Call Plan to a recruit, it would be great if those tasks would automatically get assigned to the assignee. QCP does not allow you to assign the call step to anyone.
An error occurred while saving the comment LABS Team
commented
Currently our MC has over 9k tasks which came from the recruiting pipeline and have not been completed because nobody is getting notifications that the task has been added to the list. When we move an agent to a new phase of the pipeline we should get a pop out menu on the screen prompting us to assign the tasks in that phase a due date and assign them to a specific MC staff member.
An error occurred while saving the comment LABS Team
commented
Ability to keep the assignee in the stage check list. Right now when you move an agent from a phase and there is a checklist then you still have to go back in the check list as assign someone their task per the check lsit. Becomes time consuming especially if you have a long onboarding checklist.
An error occurred while saving the comment LABS Team
commented
We're trying to use the recruiting pipeline tool for onboarding by creating a stage called onboarding and then creating a checklist to use everytime. The problem is that we have tasks going to 4 different people, and the checklist creation tool doesn't allow delegation. The only way to delegate would be to manually delegate each and every time a recruit enters that stage and the checklist gets triggered -- and that kind of defeats the whole purpose. This would be an easy way to get some tech leverage for offices...
An error occurred while saving the comment LABS Team
commented
In our pipeline, we have many tasks in the different stages which are all assigned to different people in the market centre. It would save so much time to have the tasks already assigned so when you move someone in that new stage and into that task list, that the assignees already get their tasks and you don't have to go enter everything manually each time there's a new recruit moving through the pipeline stages.
LABS Team
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20 votes
An error occurred while saving the comment LABS Team
commented
When I am in Tasks and completing a task, I would like the choice to schedule a new task for that contact when I save the task. That way I won't have to then navigate over to the contact in order to schedule the next task (too easy to get distracted and forget). Also, when I am in the Contact record and either recording an activity or finishing a task in the contact's Timeline, I would like the choice for a task window to pop up when I save the activity, so I can schedule my next task right then.
An error occurred while saving the comment LABS Team
commented
When in the task section of Command, would be awesome if we could have a "follow up" button that allows you to create a follow up task immediately. As of right now if you mark a task as complete it DISAPPEARS and then it's a huge hassle to try and find that person in Command to set a new call task to remind them.
Right now you can reschedule or mark complete. We need a mark complete, then a box populate asking if you'd like to make a follow up task, then it can disappear.
Thanks!
An error occurred while saving the comment LABS Team
commented
I find when i book a task for a client and then complete it by clicking on the 'i've done it' checkmark, it erases the person from my task list. I then have to search the person to input a follow up appointment. i.e. i've called them and now i want to book another all or an in person meeting. Am I missing something or can the program automatically pop up a window that encourages me to book another follow up.
An error occurred while saving the comment LABS Team
commented
Give the ability to make a task populate based on the completion of another task. For example - When the task "Make Listing Live on MLS" is completed, all of the listing marketing tasks would populate.
LABS Team
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16 votes
An error occurred while saving the comment LABS Team
commented
can we send neighborhood updates via link through a cell number to people we don't have email addresses for?
An error occurred while saving the comment LABS Team
commented
We all seem to agree that email is 'not as effective' as text messages when communicating with our clients, or prospective clients. We need to be able to TEXT, both manually and automatically, properties to our buyer clients that hit the market, just like emails. When will this functionality be available? And yes, I know they can do their own in the KW app, but I'm referring to the ability for a SAVED SEARCH to shoot out a text and/or an email, not just email. I've had clients tell me the PREFER TEXT to email because they won't see emails as quickly, and possibly miss their dream home as a result.
LABS Team
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9 votes
An error occurred while saving the comment LABS Team
commented
When scrolling through your database and then you determine that you need to edit, merge, or archive the contact, it would be nice to have the system start where you left off, not go back to the beginning and make the agent scroll through to find where they were at
An error occurred while saving the comment LABS Team
commented
I use KW Command every single day and something I do all the time is edit contacts. Here's a problem that I've found. When I go through, edit a contact, save the changes and hit the "Back to Contacts" button, the whole list of contacts is moved back to the top as opposed to the last contact I edited. For example, I go to a contact whose name starts with "M." I edit the contact, save the changes, and then click the button saying "Back to Contacts." When I click the button, the contact list then refreshes but instead of me being in the "M's," it moves me back up to the "A's."
This makes database maintenance less efficient in my view and every time I go back to my contact list to edit more contacts, I have to spend the extra 5-7 seconds scrolling all the way back down to the "M's."
My idea is this: every time you hit the "Back to Contacts" button, it should show the list near where the last contact was edited (i.e. I edit a contact named Mike Ross, I save the changes, hit "Back to Contacts" and now the list will show the "M's" instead of the "A's.") There should be a separate button that says "Back to Top" or something of that nature if you would like to have the option of going all the way back up to the top of the contact list.
I believe implementing this would make database maintenance much easier and much more efficient for our agents. Our database is our databank and our network is our net worth and making this change would benefit all of us and, in the end, help our business.
An error occurred while saving the comment LABS Team
commented
when I click back to contacts, after updating an individual contact, why would I want to go back to the beginning of my contacts. It's a go back exactly where I was when I clicked into that individuals contact information, in alphabetical order. Pretty dumb design.
An error occurred while saving the comment LABS Team
commented
Once you click back into the main contact list from an individual contact, have the cursor start back at the contact you clicked instead of going back to the top
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26 votes
An error occurred while saving the comment LABS Team
commented
add a date field (add septic, add well, ect) anything that we can add to the contract that has a timeline. There is already appointment set, close date, ect. Just add a few more that we can write in with a date.
An error occurred while saving the comment LABS Team
commented
It would be helpful to be able to change the Key Date Field Names to fit what our team calls them, or to add additional Key Date Fields
An error occurred while saving the comment LABS Team
commented
Would love if you could give us options in the offer section of Opportunities to list columns that we want to look at. i.e., survey deadline, loan approval timeframe, lender information, etc. Maybe give us a option to add custom fields.
An error occurred while saving the comment LABS Team
commented
Hey team, in opportunities, there is a big key piece that I see missing, In the general information of a listing we need to have list date and expiration date, we track those dates very closely, is there a work around for this currently?
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188 votes
Would it be helpful to have a warning message when agents request a termination to let them know that this is only used when the contract falls apart, and that this is not meant for editing Commission Requests?
An error occurred while saving the comment LABS Team
commented
There needs to be a way either the agent or the MCA can clear out a termination request without terminating for various reason. One example is we had an agent accidentally request a termination on a commision request but the commission was already posted in winmore and closed out.
An error occurred while saving the comment LABS Team
commented
Agents terminate a commission when it's not needed. For example; a price adjustment, adding a deduction, closing date change. It would be nice as an MCA to be able to remove the termination so an agent can email the MCA and we can make the adjustment for them.
An error occurred while saving the comment LABS Team
commented
An agent or MCA should be able to undo termination requests if there is an error.
These cannot be cleared if an agent requests termination of a DA that has already been created and posted. We have many of those after what seemed to be a glitch on alot of transactions where the termination requests were on closed and posted transactions.
Having to create a new offer and new DA for an agent when they simply are requesting a new DA to remove a donation or change the closing date seems excessive when it throws off our Written Volume reports.
An error occurred while saving the comment LABS Team
commented
When agent or TC submits a termination request for a commission tab by mistake or in error there is no way to deny or "return" it, only to confirm termination
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24 votes
An error occurred while saving the comment LABS Team
commented
Many times we are drafting the agents business cards and the agent wants their website listed on their card, but we have no way of seeing what their website URL is. Other times, we have agents asking us why something is not working on their website and to test the bug and see what is not working it would be great to have the ability to go to the website by using the link in the associate card. Please add this.
An error occurred while saving the comment LABS Team
commented
It would be very convenient for Market Center leadership to be able to see the KW Agent website URL in the associate applet information.
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.