Settings and activity

48 results found

1. Track Referrals in Opportunities

   117 votes

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   in the backlog  ·  18 comments  ·  Command » Referrals  ·  Delete…  ·  Admin →
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   Liz Lessman supported this idea  ·  Nov 21, 2024

2. Transactions coordinator role to have access to solo agent account transactions

   59 votes

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   under review  ·  12 comments  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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   Liz Lessman supported this idea  ·  Nov 21, 2024

3. Referral Opportunity Type

   94 votes

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   in the backlog  ·  14 comments  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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   Liz Lessman supported this idea  ·  Nov 21, 2024

4. Verification Code for Transaction Coordinators

   163 votes

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   under review  ·  17 comments  ·  Command » Settings  ·  Delete…  ·  Admin →
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   Liz Lessman supported this idea  ·  Nov 21, 2024

5. Allow Transaction Coordinator access to multiple agent's opportunities in command.

   10 votes

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   under review  ·  0 comments  ·  Command » Opportunities  ·  Delete…  ·  Admin →
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   Liz Lessman supported this idea  ·  Nov 21, 2024

6. Auto-Print Deposit Slip & Summary

   39 votes

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   under review  ·  3 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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   Liz Lessman supported this idea  ·  Sep 12, 2024

7. Ability to add Comments to the DA

   56 votes

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   under review  ·  2 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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   Liz Lessman supported this idea  ·  Sep 11, 2024

8. Show Compliance Status in Transaction

   18 votes

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   under review  ·  4 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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   Liz Lessman commented  ·  Sep 10, 2024  ·  Edit…  ·  Delete…

   The most efficient way to move through the disbursement process.

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   Liz Lessman supported this idea  ·  Sep 10, 2024

9. Send Notification Button for Associates with Pending Transactions

   14 votes

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   under review  ·  0 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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   Liz Lessman supported this idea  ·  Sep 10, 2024

10. Show Total Commission Amount on Agent Commission Details Report

    11 votes

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    tell us more  ·  0 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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    Liz Lessman supported this idea  ·  Sep 10, 2024

11. Deduction Drop Down List

    9 votes

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    under review  ·  0 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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    Liz Lessman supported this idea  ·  Sep 10, 2024

12. Show Outside Referral Details on Agent Commission Details Page (Referring Agent, Brokerage, Address)

    30 votes

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    under review  ·  3 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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    Liz Lessman supported this idea  ·  Sep 10, 2024

13. Sort Transactions by Submitted Date and Closed Date

    39 votes

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    under review  ·  4 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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    Liz Lessman supported this idea  ·  Sep 10, 2024

14. Page 1 and Page 2 of DA Download in One PDF

    204 votes

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    48 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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    tell us more  ·  Adminalainahebert (Product Specialist, Keller Williams Realty) responded

    Please explain your process for documents when delivering them to agents. Are you emailing, printing, etc.?

    
    

    Would you like Page 1 plus all of the Associate Details to print together, or Page 1 plus each Associate's Details to print as separate files?

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    Liz Lessman commented  ·  Sep 10, 2024  ·  Edit…  ·  Delete…

    can we have the option to print just the disbursement (labeled as you have it now) or the disbursement with all associate details combined (labeled as you have it now just adding the word detailed... similar to winmore. This is crucial for teams and rainmakers to account for commission allocations.

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    Liz Lessman supported this idea  ·  Aug 23, 2024

15. Label Commission Details to include the Transaction ID

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    under review  ·  0 comments  ·  CommandMC » Transactions  ·  Edit…  ·  Delete…  ·  Admin →
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    Liz Lessman shared this idea  ·  Sep 10, 2024

16. Show Deductions Detail in Commission Tab

    18 votes

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    3 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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    tell us more  ·  Adminalainahebert (Product Specialist, Keller Williams Realty) responded

    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.

    Liz Lessman supported this idea  ·  Sep 10, 2024

17. Add Search by Commission Amount

    8 votes

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    under review  ·  1 comment  ·  CommandMC » MC Opportunities  ·  Delete…  ·  Admin →
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    Liz Lessman supported this idea  ·  Sep 10, 2024

18. Team Closed Production in Standard Reports

    21 votes

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    under review  ·  0 comments  ·  CommandMC » MC Reports  ·  Delete…  ·  Admin →
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    Liz Lessman supported this idea  ·  Aug 23, 2024

19. Report with Agent CO$ and Royalty Caps

    29 votes

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    working on it  ·  4 comments  ·  CommandMC » MC Reports  ·  Delete…  ·  Admin →
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    Liz Lessman supported this idea  ·  Aug 23, 2024

20. Option for Multiple Lease Payments

    13 votes

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    1 comment  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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    tell us more  ·  Adminalainahebert (Product Specialist, Keller Williams Realty) responded

    Please tell us more about your process for these transactions - is the agent leaving the Opportunity open until all the payments are made? You can also manually create a Lease Transaction with 0 units in order to take care of these now!

    Liz Lessman supported this idea  ·  Aug 23, 2024