Settings and activity
14 results found
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209 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 An error occurred while saving the comment 
Michael O'Brien
commented
At our market center, we upload the DA file to our agents' documents folders in their opportunity. Having page 1 plus all the associate details as one file would be very helpful.
Maybe a separate topic, but the option to bulk print/save the files by selecting the transaction or entering a string of transaction ID's would also be great.
Michael O'Brien
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24 votesMichael O'Brien
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32 votesMichael O'Brien
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103 votes
An error occurred while saving the comment Michael O'Brien
commented
A referral opportunity type is needed. Agents that have sent a referral to another office need a place to upload referral documents to Command. Additionally, they should be able to submit a referral commission request. This information would help us identify who the referral check is for, since they typically arrive at the office with only a property address. If the agents were able to create a referral opportunity and enter the details for the referral, this would help us match everything up for them.
Michael O'Brien
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47 votesMichael O'Brien
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63 votesMichael O'Brien
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60 votesMichael O'Brien
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Show Outside Referral Details on Agent Commission Details Page (Referring Agent, Brokerage, Address)
53 votesMichael O'Brien
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19 votes
Could you tell us more about your workflow surrounding this information? What are you looking to accomplish by seeing this information? It is also available in the Financials tab with listed deductions.
An error occurred while saving the comment Michael O'Brien
commented
I've noticed that some of the details contained in the deductions are not listed in the financials tab. The same thing happens with outside referrals - for example, the financials tab shows us the agent's name, but not the office name or address. Some of these details do populate on the DA, but it would be helpful to have that information without having to go through the DA download process.
Michael O'Brien
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53 votesMichael O'Brien
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114 votesMichael O'Brien
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182 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?
Michael O'Brien
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89 votes
An error occurred while saving the comment Michael O'Brien
commented
We absolutely need to have a list of the to be paid amounts for agents. This used to be in the the DPXXXXACH file that saved from winmore and uploading payroll has become much more tedious without it.
Michael O'Brien
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186 votesMichael O'Brien
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The option to automatically print would be helpful, however the main part of the issue for us is that many of our agents want to see page 1 of the DA plus the details page all in one file. In the past we have uploaded these files to their documents, and now we have 2-4+ files that used to be one PDF that could be uploaded to a single slot.
Maybe a separate idea, but agents having access to download the DA file(s) on their own would be super helpful as well.