Settings and activity
46 results found
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97 votes
An error occurred while saving the comment 
Anna Reiswig
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39 votes
An error occurred while saving the comment Anna Reiswig
commented
This is important for our vendor partners and for us to verify the volume in which they are doing compared to other vendors.
To add to this, it'd be helpful if the amounts entered when the agent enters the offer fed into these new fields. The MCA can verify and update if needed when closing the file.
Anna Reiswig
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56 votesAnna Reiswig
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18 votes
An error occurred while saving the comment Anna Reiswig
commented
This would definitely increase our efficiency rather than having two separate windows open.
Anna Reiswig
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104 votesAnna Reiswig
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105 votesAnna Reiswig
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An error occurred while saving the comment Anna Reiswig
commented
I would like to ask for the OPTION to automatically add it. And to enhance it, have the DA print with our signature, date, THEN automatically upload.
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13 votesAnna Reiswig
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11 votes
We will have options for the Profit Share Renewal Report available for Transactions users before that process begins to ensure it is easy for you all.
Anna Reiswig
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21 votesAnna Reiswig
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21 votesAnna Reiswig
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9 votesAnna Reiswig
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22 votes
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
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31 votesAnna Reiswig
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70 votesAnna Reiswig
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3 votesAnna Reiswig
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95 votesAnna Reiswig
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76 votesAnna Reiswig
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106 votesAnna Reiswig
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10 votesAnna Reiswig
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An error occurred while saving the comment Anna Reiswig
commented
The market center needs to verify the SSN number and name to 1099 correctly so that we are not fined by IRS. In addition, we verify for child support and/or employment verifications based on the agents' SSN in addition to their name.
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8 votesAnna Reiswig
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This would be helpful and eliminate my extra folder with alllll the W-9s since the beginning of time.