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Settings and activity

32 results found

  1. Onboarding Invitation Email and Documents Personalization per Market Center

    61 votes

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    under review  ·  6 comments  ·  CommandMC » Recruits  ·  Admin →
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    Joel Westlund commented  · 

    Kinda like having an Upload Folder for each associate and any docs for them? Visible to Broker, TL, OP, MCA, Compliance? WOW! You could put: ICA's, Offer Letters, Team Agreements, copy of license.... list goes on.

  2. sync

    21 votes

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    under review  ·  0 comments  ·  CommandMC » Accounting  ·  Admin →
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    Joel Westlund supported this idea  · 

  3. Command MC Closing Files: Put "Open in New Tab Back"

    2 votes

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    under review  ·  0 comments  ·  CommandMC » MC Compliance  ·  Admin →
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    Joel Westlund shared this idea  · 

  4. Adding Interactions: Outcome Details

    3 votes

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    1 comment  ·  Command » Contacts  ·  Admin →
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    Joel Westlund shared this idea  · 

  5. Transaction Coordinator Role in Command MC

    143 votes

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    under review  ·  15 comments  ·  CommandMC » MC Opportunities  ·  Admin →
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    Joel Westlund supported this idea  · 

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

    225 votes

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    68 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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    Joel Westlund commented  · 

    This would be saving clicks and extra work. We have to down load all pages, then open pdf pages, add second doc in, save all. I'd rather open and remove an associate side to not show second associate calculations: rare occurrence. I generate many CDA's daily and having one click to save all pages in one pdf would be magical.

    Joel Westlund supported this idea  · 
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    Joel Westlund commented  · 

    CDA's to PDF: combine all pages option... vs. 2 separate downloads. I have to download 2 files, open one, combine Details page, then save as another pdf file.
    - Like DocuSign: would be great to save as one pdf file.

  7. Show Confetti at Command Login for Capped Associates

    21 votes

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    under review  ·  3 comments  ·  CommandMC » MC Opportunities  ·  Admin →
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    Joel Westlund commented  · 

    Could also apply to;
    - First Listing
    - First Sale
    - First Closing

    Joel Westlund shared this idea  · 

  8. MC Exclusive Listings Widget on Dashboard

    186 votes

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    tell us more  ·  57 comments  ·  Command » Homescreen  ·  Admin →
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    Joel Westlund supported this idea  · 

  9. Attach W9 to Vendors

    129 votes

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    under review  ·  4 comments  ·  CommandMC » Admin Applet  ·  Admin →
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    Joel Westlund supported this idea  · 

  10. Automatically Upload DA to Opportunity's Closed Documents

    130 votes

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    under review  ·  9 comments  ·  CommandMC » Transactions  ·  Admin →
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    Joel Westlund supported this idea  · 

  11. DAs Print with Signature and Date

    26 votes

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    under review  ·  5 comments  ·  CommandMC » Transactions  ·  Admin →
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    Joel Westlund supported this idea  · 

  12. Auto-Print Deposit Slip & Summary

    53 votes

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    under review  ·  3 comments  ·  CommandMC » Transactions  ·  Admin →
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    Joel Westlund supported this idea  · 

  13. Activity Report and EOM Reports to export to Google Sheets

    22 votes

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    under review  ·  3 comments  ·  CommandMC » MC Reports  ·  Admin →
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    Joel Westlund supported this idea  · 

  14. Ability to add Comments to the DA

    75 votes

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    under review  ·  3 comments  ·  CommandMC » Transactions  ·  Admin →
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    Joel Westlund supported this idea  · 

  15. Automatically Name Reports Downloads

    17 votes

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    under review  ·  1 comment  ·  CommandMC » MC Reports  ·  Admin →
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    Joel Westlund supported this idea  · 

  16. Allow MCA to View SSN

    33 votes

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    under review  ·  7 comments  ·  CommandMC » Associates  ·  Admin →
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    Joel Westlund supported this idea  · 

  17. Include Editor in Timeline Card for Added Note/Activity in Associates

    27 votes

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    under review  ·  6 comments  ·  CommandMC » Associates  ·  Admin →
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    Joel Westlund supported this idea  · 

  18. Incorporation Name for Associate in Financials Tab

    17 votes

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    0 comments  ·  CommandMC » Transactions  ·  Admin →
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    Joel Westlund supported this idea  · 

  19. Vendor Tax IDs Report in Standard Reports

    23 votes

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    tell us more  ·  1 comment  ·  CommandMC » MC Reports  ·  Admin →
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    Joel Westlund supported this idea  · 

  20. Allow Only MCA and AMCA to Hit Month End Close Button

    107 votes

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    in the backlog  ·  13 comments  ·  CommandMC » Admin Applet  ·  Admin →
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    Joel Westlund commented  · 

    Agree. MCA/AMCA can edit, Leadership roles: read only.

    Joel Westlund supported this idea  · 
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