Settings and activity

55 results found

1. Verification Code for Transaction Coordinators

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   under review  ·  17 comments  ·  Command » Settings  ·  Delete…  ·  Admin →
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   Kimberly Kelm commented  ·  Nov 14, 2024  ·  Edit…  ·  Delete…

   TC's have access to MLS's with a use of their own personal admin number. Can this be a model we copy and impliment? Having their own access code shows everything they did while logged in and keeps everyone honest. This verification has turned into a FT role for my TC team and lots of frustration from the agents thinking it should be something we can fix on our end.

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2. Vital Signs in Standard Reports

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   under review  ·  2 comments  ·  CommandMC » MC Reports  ·  Delete…  ·  Admin →
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   Kimberly Kelm supported this idea  ·  Jun 6, 2024

3. Display Recruit Production and Profit Share Metrics

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   in the backlog  ·  0 comments  ·  CommandMC » Recruits  ·  Delete…  ·  Admin →
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   Kimberly Kelm supported this idea  ·  Jun 6, 2024

4. Merge Duplicate Recruit Records

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   working on it  ·  0 comments  ·  CommandMC » Recruits  ·  Delete…  ·  Admin →
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   Kimberly Kelm supported this idea  ·  Jun 6, 2024

5. Recruit Record Notes and Tags Move to Associate Record

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   under review  ·  0 comments  ·  CommandMC » Associates  ·  Delete…  ·  Admin →
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   Kimberly Kelm supported this idea  ·  Jun 6, 2024

6. Separate Pipelines for R1, R2, and New Agents

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   under review  ·  1 comment  ·  CommandMC » Recruits  ·  Delete…  ·  Admin →
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   Kimberly Kelm supported this idea  ·  Jun 6, 2024

7. Incoming Recruit Company Dollar Dashboard

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   under review  ·  1 comment  ·  CommandMC » MC Homescreen  ·  Delete…  ·  Admin →
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   Kimberly Kelm supported this idea  ·  Jun 6, 2024

8. Periodic Report Updates Sent to Email

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   under review  ·  0 comments  ·  CommandMC » MC Reports  ·  Delete…  ·  Admin →
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   Kimberly Kelm supported this idea  ·  Jun 6, 2024

9. Date and Time Stamp for All Opportunity Comments

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   under review  ·  1 comment  ·  CommandMC » MC Opportunities  ·  Delete…  ·  Admin →
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   Kimberly Kelm supported this idea  ·  Jun 6, 2024

10. Connect Existing DocuSign Room to Opportunity

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    under review  ·  1 comment  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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    Kimberly Kelm supported this idea  ·  Jun 6, 2024

11. Recruit Address Merge Field

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    under review  ·  1 comment  ·  CommandMC » SmartPlans  ·  Delete…  ·  Admin →
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    Kimberly Kelm supported this idea  ·  Jun 6, 2024

12. Allow Photo for Recruits

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    under review  ·  1 comment  ·  CommandMC » Recruits  ·  Delete…  ·  Admin →
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    Kimberly Kelm supported this idea  ·  Jun 6, 2024

13. Expand All on KW Financial Statement (and Print Expanded View)

    35 votes

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    in the backlog  ·  3 comments  ·  CommandMC » Accounting  ·  Delete…  ·  Admin →
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    Kimberly Kelm supported this idea  ·  Jun 6, 2024

14. Market Center Announcements Modal at Login

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    under review  ·  1 comment  ·  Command » Homescreen  ·  Delete…  ·  Admin →
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    Kimberly Kelm supported this idea  ·  Jun 6, 2024

15. Sync Associates to Google Contacts

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    under review  ·  0 comments  ·  CommandMC » Associates  ·  Delete…  ·  Admin →
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    Kimberly Kelm supported this idea  ·  Jun 6, 2024

16. Vested Renewal Declination Offboarding Portal

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    under review  ·  0 comments  ·  CommandMC » Associates  ·  Delete…  ·  Admin →
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    Kimberly Kelm supported this idea  ·  Jun 6, 2024

17. Transfer Recruit to Another MC

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    under review  ·  0 comments  ·  CommandMC » Recruits  ·  Delete…  ·  Admin →
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    Kimberly Kelm supported this idea  ·  Jun 6, 2024

18. Allow for Choosing Primary Associate Email

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    under review  ·  0 comments  ·  CommandMC » Associates  ·  Delete…  ·  Admin →
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    Kimberly Kelm supported this idea  ·  Jun 6, 2024

19. Edit Recruit Record after Joined

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    under review  ·  1 comment  ·  CommandMC » Recruits  ·  Delete…  ·  Admin →
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    Kimberly Kelm supported this idea  ·  Jun 6, 2024

20. Link to Associate Record in Team Tool

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    under review  ·  0 comments  ·  CommandMC » Admin Applet  ·  Delete…  ·  Admin →
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    Kimberly Kelm supported this idea  ·  Jun 6, 2024