Settings and activity
26 results found
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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.
An error occurred while saving the comment 
Krista Ales
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16 votes
An error occurred while saving the comment Krista Ales
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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!
Krista Ales
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48 votesKrista Ales
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23 votes
An error occurred while saving the comment Krista Ales
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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
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Show Outside Referral Details on Agent Commission Details Page (Referring Agent, Brokerage, Address)
54 votesKrista Ales
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32 votes
An error occurred while saving the comment Krista Ales
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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
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65 votesKrista Ales
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50 votesKrista Ales
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20 votesKrista Ales
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76 votesKrista Ales
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114 votesKrista Ales
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90 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
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183 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
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111 votesKrista Ales
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96 votesKrista Ales
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104 votesKrista Ales
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7 votesKrista Ales
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32 votesKrista Ales
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22 votesKrista Ales
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34 votesKrista Ales
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Yes, being able to choose which option would work - or allowing us to set our own default would be better