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137 results found

  1. Transaction Coordinator Role in Command MC

    130 votes

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    under review  ·  15 comments  ·  CommandMC » MC Opportunities  ·  Admin →
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    Karin Haubold commented  · 

    We just actually need a guest user account for the MC side like teams have

    Karin Haubold supported this idea  · 

  2. Remove "Branch Nickname" as the name of the cobroker and referral on DAs.

    11 votes

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    under review  ·  1 comment  ·  Command » Opportunities  ·  Admin →
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    Karin Haubold supported this idea  · 

  3. Commission Request Status on Compliance Applet overview

    12 votes

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    under review  ·  2 comments  ·  CommandMC » MC Compliance  ·  Admin →
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    Karin Haubold commented  · 

    And ADD back the symbol so we know at a glance their are multiple Versions

    Karin Haubold supported this idea  · 

  4. Compliance Applet - Remove auto 3 filters

    12 votes

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    under review  ·  2 comments  ·  CommandMC » MC Compliance  ·  Admin →
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    Karin Haubold commented  · 

    PLEASE! OMG so much wasted time - or - let us choose saved perimeters like we can for agent views, agent lists, client lists, etc

    Karin Haubold supported this idea  · 

  5. Remove auto approving commission requests

    12 votes

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    under review  ·  1 comment  ·  CommandMC » MC Opportunities  ·  Admin →
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    Karin Haubold supported this idea  · 

  6. Compliance Emails to Different Email Address

    11 votes

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    under review  ·  2 comments  ·  CommandMC » MC Compliance  ·  Admin →
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    Karin Haubold supported this idea  · 

  7. Compliance Feedback Templates

    18 votes

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    under review  ·  1 comment  ·  CommandMC » MC Compliance  ·  Admin →
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    Karin Haubold supported this idea  · 

  8. Add Multiple Versions Icon beside documents inside Compliance Review

    22 votes

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    under review  ·  3 comments  ·  CommandMC » MC Opportunities  ·  Admin →
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    Karin Haubold supported this idea  · 

  9. Commercial Reporting

    20 votes

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    under review  ·  2 comments  ·  CommandMC » MC Reports  ·  Admin →
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    Karin Haubold supported this idea  · 

  10. Automatic Deduction Limits for recurring deductions

    64 votes

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    under review  ·  7 comments  ·  CommandMC » Admin Applet  ·  Admin →
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    Karin Haubold supported this idea  · 

  11. Require Reason for Termination of Commission Request

    50 votes

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    under review  ·  9 comments  ·  Command » Opportunities  ·  Admin →
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    Karin Haubold commented  · 

    AND give is the ability to not accept the termination. I can adjust the commission. That is not a dead deal.

    Karin Haubold supported this idea  · 

  12. Page 1 and Page 2 of DA Download in One PDF

    222 votes

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    67 comments  ·  CommandMC » Transactions  ·  Admin →
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    tell us more  ·  Adminalainahebert (Product Specialist, Keller Williams Realty) responded

    Hi all! Thanks for all of your wonderful feedback so far. The engineering team is considering this idea for implementation, however, we are unsure if this would be the right choice for every Market Center.

    Would it be helpful to be able to choose whether to automatically print the DA after moving a Transaction to the Closed status? We want to save clicks, and want to make sure we choose the best option for all MCs when implementing a feature for efficiency.

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    Karin Haubold commented  · 

    Alaina - We email these and upload into command - we are not printing them. I would love the ability to choose to print individually (there are times that is needed) and just a toggle that states, print all selected together

    Karin Haubold supported this idea  · 

  13. Appointments Reminder Modal during Month End Close

    19 votes

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    under review  ·  1 comment  ·  CommandMC » Accounting  ·  Admin →
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    Karin Haubold supported this idea  · 

  14. Add Referring Brokerage as Vendor Field

    91 votes

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    under review  ·  3 comments  ·  CommandMC » MC Compliance  ·  Admin →
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    Karin Haubold commented  · 

    We need this search built by brokerage name, NOT agent name. We are paying the brokerage the referral, not the agent. We also need to be able to see what opportunity this created vendor is for, so we can verify that we have the correct info by being able to view the W9- too many agents put the dba name (Keller Williams ***, instead of the legal name) which bites us MCAs when it comes time for 1099's

    Karin Haubold supported this idea  · 

  15. Show KWRI Expenses in Command (MAPS, Events, Trainings, Marketplace)

    2 votes

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    under review  ·  0 comments  ·  CommandMC » Associates  ·  Admin →
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    Karin Haubold shared this idea  · 

  16. An agent applet showing compliance status for upcoming completions on Agent Homepage

    15 votes

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    under review  ·  0 comments  ·  CommandMC » MC Compliance  ·  Admin →
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    Karin Haubold supported this idea  · 

  17. Vested Renewal Declination Offboarding Portal

    8 votes

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    under review  ·  0 comments  ·  CommandMC » Associates  ·  Admin →
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    Karin Haubold supported this idea  · 

  18. Bulk Download of Agent 1099 Report

    18 votes

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    under review  ·  0 comments  ·  CommandMC » Accounting  ·  Admin →
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    Karin Haubold supported this idea  · 

  19. Allow Guest Users for Individual Agents

    287 votes

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    working on it  ·  59 comments  ·  Command » Settings  ·  Admin →
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    Karin Haubold supported this idea  · 

  20. Allow Guest User Access to Multiple Teams

    26 votes

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    under review  ·  5 comments  ·  Command » Settings  ·  Admin →
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    Karin Haubold supported this idea  · 
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