Settings and activity
28 results found
-
12 votes
An error occurred while saving the comment 
Krista Ales
supported this idea
·
-
45 votesKrista Ales
supported this idea
·
-
23 votes
An error occurred while saving the comment Krista Ales
commented
It would be great to have an option of yes or no when adding a pre-filled signature. This way I can create a CDA without a signature when needed.
When processing many transactions in a small period of time, small repeated actions, such as opening a pdf, adding a comment and adding a signature can create a small time delay that adds up over many transactions.Krista Ales
supported this idea
·
-
42 votes
An error occurred while saving the comment Krista Ales
commented
Yes! We have marketing agreements with mortgage vendors and they ask for this info every month.
Krista Ales
supported this idea
·
-
23 votesKrista Ales
supported this idea
·
-
32 votes
An error occurred while saving the comment Krista Ales
commented
Yes, one of our market centers has a business center and per our business center agreement with KWRI we have to track the revenue and expenses for that business center separately. WinMore didn't have a great way to do this, but we found a workaround using the Box # and AdHoc reports. Currently there is no way to do this in Transactions, and we must be able to separate this production during our EOM process (reports may not even work since there is sometimes a 2 hour delay). It would be great to have a real time month end report before closing.
Krista Ales
supported this idea
·
-
61 votesKrista Ales
supported this idea
·
-
45 votesKrista Ales
supported this idea
·
-
20 votesKrista Ales
supported this idea
·
-
75 votesKrista Ales
supported this idea
·
-
111 votesKrista Ales
supported this idea
·
-
89 votes
We are working on a permissions-based enhancement to Transactions; however, these permissions will likely be a little higher-level than editing transactions!
Krista Ales
supported this idea
·
-
179 votes
Would it be helpful to have a warning message when agents request a termination to let them know that this is only used when the contract falls apart, and that this is not meant for editing Commission Requests?
Krista Ales
supported this idea
·
-
111 votesKrista Ales
supported this idea
·
-
208 votes
Please explain your process for documents when delivering them to agents. Are you emailing, printing, etc.?
Would you like Page 1 plus all of the Associate Details to print together, or Page 1 plus each Associate's Details to print as separate files?
Krista Ales
supported this idea
·
-
14 votesKrista Ales
supported this idea
·
-
95 votesKrista Ales
shared this idea
·
-
98 votesKrista Ales
supported this idea
·
-
7 votesKrista Ales
supported this idea
·
-
32 votesKrista Ales
supported this idea
·
The MCAs now have confetti, why not our agents? The MCA should always have control on pushing the notification. Our agents are disappointed when they are not recognized in a timely manner, and this would help us keep them happy and recognize them immediately!