Settings and activity
36 results found
-
5 votes
An error occurred while saving the comment 
Anna Reiswig
supported this idea
·
-
22 votes
An error occurred while saving the comment Anna Reiswig
commented
Absolutely need this for MCAs to share with leadership, other MCAs or for AMCAs to share updated reports with the MCA. This will create much more time for everyone that would not be necessary if we could share.
Anna Reiswig
supported this idea
·
-
211 votesAnna Reiswig
supported this idea
·
-
109 votes
An error occurred while saving the comment Anna Reiswig
commented
This is a great idea. The technology should be there to do this. It's frustrating to open a new tab or window and then copy and paste the transaction ID
Anna Reiswig
supported this idea
·
-
48 votes
An error occurred while saving the comment Anna Reiswig
commented
I have commented before, but revisiting this because it has made HOURS of work for us having to customize saved reports separately from the Associates Applet.
An error occurred while saving the comment Anna Reiswig
commented
On a monthly basis, I have 15 end of month reports I run using Associate Deductions to figure bonuses or income for certain programs and business centers. Without the ability to filter with Associate Tags, We are looking at sifting through over 1000 agents to manually select those with whom the tags apply. This would take us hours each month to run reports of this nature versus the quick Ad Hocs we used as workarounds in WinMORE that took 10 minutes max to run.
Anna Reiswig
supported this idea
·
An error occurred while saving the comment Anna Reiswig
commented
I would like to utilize Associate Tags to run certain reports each month. Previously, we could track business for different categories (business centers, coaching and mentor clients, recruiter reports) depending on the "Deduction" listed on their associate card even though we would zero out the deduction. We would like to utilize the Associate Tags for these but need to be able to to add this filter to our Custom Reports in KW Command Transactions.
-
7 votes
An error occurred while saving the comment Anna Reiswig
commented
Our Individual associates who have admin only dislike being ranked under a separate category from the Individuals who do not have admin. It's frustrating to explain to the agent that there is not a better solution. We have to do our own rankings which is frustrating since the data and report is there. It almost caused an agent to leave our brokerage because of her frustration with this.
Anna Reiswig
supported this idea
·
-
3 votesAnna Reiswig
supported this idea
·
-
6 votesAnna Reiswig
supported this idea
·
-
23 votesAnna Reiswig
supported this idea
·
-
17 votesAnna Reiswig
supported this idea
·
-
14 votesAnna Reiswig
supported this idea
·
-
14 votesAnna Reiswig
supported this idea
·
-
74 votesAnna Reiswig
supported this idea
·
-
20 votesAnna Reiswig
supported this idea
·
-
92 votesAnna Reiswig
supported this idea
·
-
161 votes
-
188 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?
An error occurred while saving the comment 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.
Anna Reiswig
supported this idea
·
-
68 votes
An error occurred while saving the comment 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.
Anna Reiswig
supported this idea
·
-
194 votes
An error occurred while saving the comment Anna Reiswig
commented
It is critical for us to be able to view the split % while editing the Transaction in KW Command. Our MC of over 1000 agents has different programs and deductions depending on the split. Without being able to see this, we have to manually calculate the split depending on the company dollar amount. This is extremely time consuming, but if we do not do this, we have the potential to miss the deductions that go along with those programs. It creates extra keystrokes and extra time per transaction. This times hundreds of transactions/mo is tedious and time consuming.
Anna Reiswig
supported this idea
·
-
25 votes
An error occurred while saving the comment Anna Reiswig
commented
When processing checks and ACH commissions to our agent, it would be helpful to print more than one DA at a time for the person approving the ACHs and checks. This would save a lot of time from going into each transaction, downloading then printing the CDA one by one. It is something we do daily for what can be up to 50 DAs at a time.
We also sometimes receive requests from agents for their CDAs in bulk. Since it was something we could do for them quite quickly through WinMORE, it will feel like a take-away for them for us to direct them to the opportunity instead.
Now THIS is how technology is supposed to help! :) Saves so much time!