Settings and activity
178 results found
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5 votes
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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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23 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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7 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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7 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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13 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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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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4 votes
An error occurred while saving the comment LABS Team
commented
I have a client with more than 5 properties, and it would be nice to keep all of that information available in one place.
An error occurred while saving the comment LABS Team
commented
I have an owner that owns a lot of properties and when I went to put their addresses in the command system it only let me put up to 4. Then the add addresses button went away.
LABS Team
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128 votes
An error occurred while saving the comment LABS Team
commented
Being able to text associates from Command MC would be great vs. having to use the Demo account to text.
This would also apply for Command MC Smart Plans!
* New Recruits and texting
* On-boarding and texting
* post on-board Welcome to MC Smart Plans
* ... and more.An error occurred while saving the comment LABS Team
commented
In the intranet, we had the capability of emailing all associates at once to advertise events, notify of form changes, or disseminate other important information. Now that it is going away, we need this function in CommandMC.
An error occurred while saving the comment LABS Team
commented
Command MC would be great to have the applets and functions that our associates have: emailing all associates, Campaign marketing to Contacts/Recruits/etc.
Having Command MC read out Associates is great, yet there's no way to email all associates through Command... unless you go Intranet or Demo Account - which are not connected to Command MC.
An error occurred while saving the comment LABS Team
commented
The Agent Roster should have Tags, Allow for SmartPlans, Tasks to be assigned to other Leadership to Follow up.
An error occurred while saving the comment LABS Team
commented
We are using Command for recruiting pipeline, but most of our smart plans have a texting task and having to manually complete this task from a personal phone is not ideal.
An error occurred while saving the comment LABS Team
commented
With the ability to update contact info, send out text messages, email campaigns, track activity, make notes and share knowledge with all Leadership.
LABS Team
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7 votes
An error occurred while saving the comment LABS Team
commented
Referrals seems to be an abandoned product when it is one of Command's most important products. Referrals should do the following...all VERY easy to implement:
1) include the agent's location in the referral request email so that if we keep those emails we can search our email by location to find them again.
2) include their contact info in the referral request email so we don't have to hunt it down in Command if they didn't include it.
3) upon accepting the referral, send the receiving agent to the referring agent's profile instead of the main page
Those are 3 simple ideas that would make referrals 300% more effective.
Thank you.
LABS Team
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6 votes
An error occurred while saving the comment LABS Team
commented
Referrals seems to be an abandoned product when it is one of Command's most important products. Referrals should do the following...all VERY easy to implement:
1) include the agent's location in the referral request email so that if we keep those emails we can search our email by location to find them again.
2) include their contact info in the referral request email so we don't have to hunt it down in Command if they didn't include it.
3) upon accepting the referral, send the receiving agent to the referring agent's profile instead of the main page
Those are 3 simple ideas that would make referrals 300% more effective.
Thank you.
LABS Team
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15 votes
An error occurred while saving the comment LABS Team
commented
In using filters to deselect certain contact tags, it would be WONDERFUL if there was a "Select All" option so that the process of applying the SP to 12,500 selected contacts wouldn't require the same process to be repeated 25 times. This could be solved by updating the max contact per page from 500 to unlimited. Please and thank you!
An error occurred while saving the comment LABS Team
commented
"Select All" is currently limited by the number of contacts visible. 500 per page in contacts, and you have to click "see more" at the bottom when creating an email list... even when the entire database has a global tag. Having to load multiple pages seems contradictory to creating a tag that affects the entire database when you have to scroll through mulitple pages to truly "select all."
This is both true in contacts & when creating email lists.
An error occurred while saving the comment LABS Team
commented
We have over 6,000 database contacts. Sometimes it would be great to filter certain tags and then press "select all" and it would selected EVERY ONE OF THEM, not only the up to 500 that show on the page when we have 2,000 that nee to be selected. This would help our team out HUGELY! This system is frustrating to use without an actual select all that actually selects all in the database with that tag. And especially beneficial when creating email lists. You need to make it more Large Database friendly.
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7 votes
An error occurred while saving the comment LABS Team
commented
I would love to have profile pics with all my recruits, agents and real estate clients. This helps in remebering who is who when you meet with sooo many ppl!
An error occurred while saving the comment LABS Team
commented
Its been brought up a couple of times that people would like to have profile photos within Command. They are thinking similar to social media profile photos. They say this will help recolect the client and the conversations they have had outside of taking notes.
LABS Team
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11 votes
An error occurred while saving the comment LABS Team
commented
Can use the App when not at my desktop to see who key players are. For example, if I need to call the Lender when I am out in the field, I can open the App and have the Lender name and number right there to contact them.
LABS Team
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33 votes
An error occurred while saving the comment LABS Team
commented
Command Center is designed to help us save time and be more efficient. Manually plugging in every Referral agent that gets into our system into contacts is extremely time consuming and tedious. If this can't be done then allow smartplans to work in our referrals tab in command to execute email and texting campaign just as if it were in our contacts tab.
An error occurred while saving the comment LABS Team
commented
We want to be able to mass email our referral partners either via Command or to export a list of their emails. This would allow us to connect with our referral partners on a regular basis.
An error occurred while saving the comment LABS Team
commented
https://www.loom.com/share/b2f4730286bc44e496be85e4c6dd8487
We are having trouble keeping track of referrals that we have sent to other agents. Referral agents are terrible at providing updates. We need to follow up with them on a bi-weekly or monthly basis for an update. We currently put a monthly smartplan in the contact that they are a referral, but there is no link to the referral system to get updates, so we are having to duplicate data or bounce between the 2 systems that should be integrated and more easily accessible and efficient.
Mark Pawlak 630-770-4327
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14 votes
An error occurred while saving the comment LABS Team
commented
For example,
When I'm adding a new contact, I have to save the contact then go into the campaigns tab to add them to an email list for my campaigns.
It would be so convenient to be able to add them to an email list right from the contacts tab as I'm adding them into my database.
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12 votes
An error occurred while saving the comment LABS Team
commented
Add the ability to filter Price Reduced (< 7 days ago) to the new consumer site experience.
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13 votes
An error occurred while saving the comment LABS Team
commented
Agents to have the ability to delete Legacy Tags from Command completely. Or Command to automatically delete all legacy tags so that only the new tags are showing.
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55 votes
An error occurred while saving the comment LABS Team
commented
We have a staff member that has left, we are cleaning up the recruiting pipeline and have found several redundant tags, we, (mca/tl) cannot edit/delete the tags created by the staff member that is no longer with us.
An error occurred while saving the comment LABS Team
commented
Anyone can create a tag who has access to CommandMC. This means that people can create tags willy nilly and then when they leave the market center, the market center is stuck filtering through those tags forever.
Please make it so any tag is owned by the market center and that the market center can delete any tag so as time and systems change, we stay current and don't get everything cluttered with too many tags.
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16 votes
An error occurred while saving the comment LABS Team
commented
Currently I can BULK ADD TO SMART PLAN - I'd like to also be able to BULK REMOVE - or make change in Bulk. Recently I was coached to have all Monthly Neighbourhood Nurture Smart Plans so on the same day (eg 15th of the month) so that I can block my checks of activiity to the days around that rather than throughout the month. I was able to BULK Add to Smart Plan but I was unable to BULK remove as a first step.
An error occurred while saving the comment LABS Team
commented
Currently, there is NO OPTION to sort and select from smaller, specific groups of Contacts to Bulk remove them from any SmartPlan. We can Bulk Add, but to remove, it has to be one by one or REMOVE ALL Contacts on a Specific SmartPlan.
LABS Team
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6 votes
An error occurred while saving the comment LABS Team
commented
This would make onboarding easier since we have multiple MC's, BC's etc... We would like to be able use tags to trigger smart plans just like agents can.
LABS Team
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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.