Settings and activity
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9 votes
Clinton Roe
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48 votesClinton Roe
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39 votesClinton Roe
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10 votesClinton Roe
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270 votesClinton Roe
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210 votes
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.
Clinton Roe
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114 votesClinton Roe
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124 votesClinton Roe
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Download Opportunities from Command MC to Excel/PDF/whatever you use
I'm looking for the ability to download the opportunities from the main Opportunity screen in Command MC so they can be sorted by date/agent/Opportunity #. Our Market Center keeps track of how many closed/pending against the number of Opportunities. We find we can call those who haven't submitted their commission request as we try to keep a close eye on what is projected to close for the remainder of the month.
Our findings are that agents either forget to submit the commission request after they've submitted the documents for compliance or they believe submitting for compliance also submits the commission request. If we can down load the opportunities, we can bounce those against the closed/pending to see who we need to call to help get their closing across the finish line.