Settings and activity
206 results found
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8 votes
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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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6 votes
An error occurred while saving the comment LABS Team
commented
Currently we are not able to see the full list of contacts on a Smartplan. Being able to see a full list would allow us to more easily adjust who is on the plan, maybe identify someone we missed, or decide to take someone off.
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3 votes
An error occurred while saving the comment LABS Team
commented
It would be useful when linking a contact to an opportunity, to provide a prompt if there is already a duplicate opportunity (under a different phase) to prevent duplicates. This would be useful for agents/teams using the opportunities as a digital whiteboard.
LABS Team
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5 votes
An error occurred while saving the comment LABS Team
commented
"All rooms created from within Command for opportunities will be forever assigned to their opportunity and there's no actual way to move rooms between opportunities or link rooms assigned to different opportunities."
I accidentally created a room in DocuSign from a Command Opportunity, closed that room, and created another room, but wasn't able to link the opportunity with the docs in Command.
LABS Team
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11 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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183 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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9 votes
An error occurred while saving the comment LABS Team
commented
Automatically include the Business Card QR Code that's available on our mobile App as an asset in Designs
LABS Team
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21 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.
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6 votes
An error occurred while saving the comment LABS Team
commented
Would love to have wedding anniversary as a reminder for contacts and add it to the dashboard next to Birthdays or home anniversaries?
LABS Team
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12 votes
An error occurred while saving the comment LABS Team
commented
It seems that when someone unsubscribes from email marketing through Command it is only for ONE smartplan.
It would be great if when someone unsubscribed from Command mail that it unsubscribed them from EVERY smartplan rather than just one.
Alternatively if we could get a notification that they unsubscribed so we can manually remove them (until this feature becomes available that it is automated).Having some people frustrated saying they are unsubscribed but it isn't working because they are still receiving other emails.
LABS Team
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7 votes
An error occurred while saving the comment LABS Team
commented
In the Referral tab, is there a way to download the contacts in a csv and then create contacts for them? Because there isn't a good/easy way to email everyone who's in the referral network.
LABS Team
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7 votes
An error occurred while saving the comment LABS Team
commented
For Lead Source Type, I select "Select From Contacts" - I want to search by that field of who referred the lead. If someone has sent me 10 pieces of business and I can't recall one of their names, I want to start by going back to the person I know referred the business. Right now, it is great to be able to label who sent the business, but if we can't search for a contact by that, it doesn't have much relevance to put who the person was that referred it. I appreciate the consideration!
LABS Team
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5 votes
An error occurred while saving the comment LABS Team
commented
It would be very useful to me personally to be able to use logic in a SmartPlan.
* We can randomize the SmartPlan delay with custom scripts:
** 5-15 days for a delay rather than a hard-coded amount of time.
** Allowing agents to write custom scripts for this means we could randomize touches from 1 day to any amount of time at all.* We can randomize the steps in a SmartPlan:
** Rather than text, email, text, email. It can be pseudorandomized with code.
** This is achievable by indexing the tasks in a container, such as a dictionary, and randomly choosing one to show up in the agent's tasks for the day.
** You can still write code that checks if a delay is required.*** IF (previous task != delay) {choose delay} ELSE {choose random task from SmartPlan}
* Logic for adding contacts to other SmartPlans:
** IF the contact responds 3 times {subscribe {contact} to {ChosenSmartPlan}}.
** IF the contact becomes a lead AND initiates contact {subscribe {contact} to {ChosenSmartPlan}};(a smartplan to get the appointment for example).* Logic to deliver notifications to the agent:
** The goals tab seems to be largely off my radar. I like to analyze data as numbers fascinate me, therefore...
*** IF {date/time} is >= "the 15th" AND {LeadsGeneratedThisMonth} < {Agent'sGoal} {notify agent that they should be committing more time to {LeadGeneration}};
*** Being able to write custom scripts like this would massively beneficial to an agent like myself who is vigorous and highly ambitious.Python would likely be the most readable and simple coding language, but I'm not sure how well it would integrate into Command, as I don't know what language was used to build it. Python has some great libraries with most of the things agents would ever need prebuilt into them.
Adding the custom scripts feature allows a multifaceted agent like myself to be exponentially more competitive, and to deliver a significant amount more value.
An error occurred while saving the comment LABS Team
commented
Example: A Smartplan could be set up with the following parameters:
Step 1 - Task to Call Client
Step 2 - Delay 90 Days (Only triggered when initial task is marked as "complete")
Step 3 - Repeat Unlimited Times
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This would be extrememly beneficial for agents with larger databases who may not always be able to stay up on their tasks 100% of the time. This would also allow agents to stay more on schedule with their calls/touches.
Current Issue Example: Agent adds Contact to regular Quarterly Call Plan, since the Agent has over 1,000 contacts on this plan, they don't make their call until 30 days after the task due date. However, the Agent is still given another task in 60 days to call again, even though the purpose of the plan is to only call each client every 90 days.
Overall, this would drastically improve Smartplans and allow for countless additional use cases by taking away the limitation of plans being time/date-based, and instead be progress-based, moving forward based on actions taken.
LABS Team
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22 votes
An error occurred while saving the comment LABS Team
commented
Hi, it would be very helpful to get a notification to retrieve your testimonial. You have to go in and control it so we have no knowledge of when they are submitted by our clients unless they tell us. Can you please add in a notification for any reviews submitted through our website?
And the new website is great!
LABS Team
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4 votes
An error occurred while saving the comment LABS Team
commented
Would be great to be able to use voice to text to be able to just speak our
notes in to the Command platform when we are adding activities like notes, and task results on desktop
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5 votes
An error occurred while saving the comment LABS Team
commented
It would be helpful if the address search can be more relevant and mimic the search on our older KW Website. IE: I search for a property 1234 Main street that is actively listed and it is the first result in suggested content drop down rather than having to scroll far down. Search should use location if available to determine the most relevant results.
https://www.loom.com/share/f9c4fb52bc144808b22b4ea58963abd1?sid=7bacdfd7-2f54-48e8-a889-eba56f2462e6LABS Team
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6 votes
An error occurred while saving the comment LABS Team
commented
Feedback was submitted by associates that it would be helpful to have a sync between their new Agent Sites & MC preferred vendors.
This would cut down time on manual entry for those common / in-house vendors that many of our associates use.
If Agents prefer not to display "fallback" MC preferred vendors, there should also be an option to hide.
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12 votes
An error occurred while saving the comment LABS Team
commented
I need to remove incorrect activity from my contacts timeline, there isn't the option and it would be great to have the power to do so to keep my notes and client profiles as accurate as possible.
An error occurred while saving the comment LABS Team
commented
I entered an activity I had completed and realized I was on the wrong contact! The string is now very confusing!
An error occurred while saving the comment LABS Team
commented
It is not an accurate "last contacted" date when the system applies the current date when editing or adding a contact.
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2 votes
An error occurred while saving the comment LABS Team
commented
I think there should be a way for team accounts to send a track referrals instead through the individuals agents account.
LABS Team
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6 votes
An error occurred while saving the comment LABS Team
commented
It is very frustrating to have to leave dead/duplicate Commissions open for rentals since there is no option to delete. The only work around is to Submit it, Approve it and then terminate it in winmore. Very inefficient!!
LABS Team
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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