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  1. 2 votes
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  2. 2 votes
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  3. 3 votes
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  4. 9 votes
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  5. 2 votes
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  6. 12 votes
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  7. 39 votes
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  8. 37 votes
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    Anna Reiswig commented  · 

    Agree - Stopping our process to run a report is time consuming. A quick at-a-glance list of closed transactions would be so helpful. This would also allow other leadership to see this quickly since they have access to their Associate record.

  9. 9 votes
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  10. 43 votes
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  11. 18 votes
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  12. 82 votes
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  13. 104 votes
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  14. 3 votes
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  15. 20 votes
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  16. 16 votes
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  17. 20 votes
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  18. 3 votes
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  19. 181 votes
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    Anna Reiswig commented  · 

    This is critical. Being in KW Command Transactions, once a file is requested for termination, our only option as the MCA is to terminate or leave in request for termination status. It would be extremely helpful for our agents to have a warning message when an agent requests a termination, but the MCA should be able to override the status to change it back to approved (or closed in some cases). Otherwise, this throws off our terminated transaction numbers as well as overstates the agents' written volume when we have to re-enter the transaction again. It's lots of wasted time for a simple fix.

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  20. 60 votes
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    Anna Reiswig commented  · 

    I provide our agents with reports to verify their 1099 amount per transaction. Without this, we would need to export all the data and create a formula to verify the amount.

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