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5 results found

  1. Vested Renewal Report (Including Personal Email Field)

    13 votes

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    0 comments  ·  CommandMC » MC Reports  ·  Admin →
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    Cherie Brown shared this idea  · 

  2. Vested Renewal Declination Offboarding Portal

    6 votes

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    under review  ·  0 comments  ·  CommandMC » Associates  ·  Admin →
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    Cherie Brown supported this idea  · 

  3. Add 1099 Agent Income Column

    61 votes

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    under review  ·  8 comments  ·  CommandMC » MC Reports  ·  Admin →
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    Cherie Brown supported this idea  · 

  4. Add Referring Brokerage as Vendor Field

    84 votes

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    under review  ·  3 comments  ·  CommandMC » MC Compliance  ·  Admin →
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    Cherie Brown commented  · 

    so far after using Transactions / Winmore No More.. Outside Broker / CoBroker information being input into CommandMC is a bit messy. Im very nervous thinking about processing 1099's this year... with an agent creating the broker / vendors.... we have the same brokerage input with different versions of their name and EIN. Trying to keep that "clean" is additional, unnecessary work. I appreciate anything you can do to change this and I look forward to what the new 1099 export process looks like outside of WM!

    Cherie Brown shared this idea  · 

  5. Compliance Emails to Different Email Address

    9 votes

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    under review  ·  2 comments  ·  CommandMC » MC Compliance  ·  Admin →
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    Cherie Brown supported this idea  ·