KW Command CONTACT TO CLOSE

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KW Command

CONTACT TO CLOSE

ADD A CONTACT

START AN OPPORTUNITY

LINK/CREATE A DOCUSIGN ACCOUNT

OPPORTUNITY DETAILS - DEFINITIONS OF TERMS, PHASES

AND STAGES

CREATE A DOCUSIGN ROOM FOR AN OPPORTUNITY

INTEGRATE ZIPFORMS WITH DOCUSIGN

EDIT OPPORTUNITY DETAILS WHEN STARTING A

TRANSACTION

CREATE AN OFFER

SUBMIT COMMISSIONS FOR AN OPPORTUNITY

ADD A COMPLIANCE DOCUMENT TO AN OPPORTUNITY

WRAP UP AN OPPORTUNITY

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How To:

Add a Contact

Full Name Email Address Phone Number Select Owner

Mark as Lead - Use this when have contact information, but have not connected with yet.

Send to Lead Routing Add to Sales Pipeline Tags 1. 2. 3. 4. 5. 6. 7. 8. G et ti ng Th er e _{Go to:} agent.kw.com Login with KW Credentials Click 'Contacts' Click A dd Co nt ac t I nf or m at io n Contact Information

Additional Contact Information About

Sales Pipeline

TEAMS

Select Owner - For Teams, the ownership of this lead will go either to your team or yourself. Leads can be re-assigned by the "Rainmaker"

Lead Routing - This allows for leads to be shared between the team.

If you check this, after the contact has been created this will take you immediately to the Opportunities section to create a new Opportunity.

**NOTE** N ew C on ta ct Click

Previous Page - Table of Contents Next Page - Start an Opportunity

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How To:

Start an Opportunity

Login with KW Credentials

Find Contact and click on name

Market Center Team - If Applicable

Opportunity Type - Listing, Buyer, Landlord, or Tenant

Owner - Solo (Name), Team (Team Lead) Client - Auto-filled if using Method 1 Co-Seller - Second Buyer/Seller

Opportunity Name - rename with Address when under contract (1234 Main St, Visalia)

Custom Tags

Estimated Closing Date Time Frame (Buyer Only)

Budget or Estimated Time Frame (Based on Buyer or Seller)

Commission Rate

Opportunity Phase - Can be changed and Stages will change with it.

Assignee(s) - Add any agents/admins on team. (Only those who are assignee's can make changes. 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. Go to: agent.kw.com Click 'Contact" M et ho d 1 - S ta rt fr om th e Co nt ac t M et ho d 1 - S ta rt f ro m O pp or tu nit y Click "Opportunities" tab on right side

Click

Click 'Opportunities"

Click An Opportunity Details

Page will pop up

Fill in Opportunity Details

Click Click

From the Home Page of KW Command in the Team Lead ("Rainmaker") Account, go to the top right where their picture/logo is and click on it.

Then click "Settings"

This will take you to the Settings page, where on the left hand side it should have a section called "Sales Pipeline" and click on it. It should have a drop down called "Team Permissions". That should be clicked to "No"

IMPORTANT:

If you are a team lead, make sure you do this first to be able to see all the opportunities created by your team. Once an opportunity is created, the ownership of that opportunity CANNOT be changed.

This means that none of your team members will be able to create "private" opportunities. You will be able to see every opportunity they make. Once an opportunity is created and the Team Lead is NOT the owner, it cannot be changed.

Previous Page - Add A Contact

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How To:

Link/Create a DocuSign Account

Click 'Accept Invite'

A DocuSign invitation email will be sent to the email

address just used.

G et ti ng Th er e _{Go to:}

agent.kw.com Click 'Profile Picture'

Click 'Settings' St ar t w it h D oc uS ig n

Under the Connected Applications List, and

click

A DocuSign Pop Up will appear asking for: First Name Last Name Email Address Click 'Send Registration Email'

Now that the account has been created, it has to be connected

to Command

This will then ask you to Log in using the new

DocuSign Email Address and Password Previous Page - Start an Opportunity Next Page - Opportunity Details

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Opportunity Details

Definitions of Terms, Phases and Stages

Market Center

Team - Select the team you want to associate with the Opportunity Opportunity Type - Choose the Pipeline based on the type of transaction

Owner (Teams) - During the transaction process, the Owner of the Opportunity will stay the

same but it can be assigned to different team members.

Client - An Opportunity must be associated with a contact.

Co-Seller - You have the option of associating a second contact with the Opportunity, if the

second contact is involved in the transaction.

Opportunity Name - This is automatically defaulted with the Opportunity Type and the last

name of the primary contact. This field can be edited at any time.

Custom Tags - Allows you to add searchable terms to the Opportunity, so that you can

easily find and manage it later.

Estimated Closing Date - Select the expected closing dare using the calendar widget. Time Frame (Buyer Only) - Select in months

Budget or Estimated Time Frame (Based on Buyer or Seller) Commission Rate - This can be changed later but is required.

Opportunity Phase and Stage - Opportunities allows you to customize your transaction

workflow in the system, to fit your business. See below for more explanation.

Assignee(s) - Assign members of your team to this Opportunity. Anyone who is assigned

will have access to view and manage the Opportunity details, and will be added to the DocuSign Room for this Opportunity.

D ef in it io ns Ph as es a nd S ta ge s Watch Nurture Hot

Cultivate Appointment Active Under Contract Closed

Scheduling Scheduled Kept Staging Showing Negotiations Legacy Escrow Inspections Appraisal/ Financing Clear to Close Closed Legacy - these are loops imported from Dotloop Phases Stages

Previous Page - Link/Create a DocuSign Account

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How To:

Create a DocuSign Room for an Opportunity

At the top of the page, Click G et ti ng Th er e _{Go to:} agent.kw.com Click 'Opportunities' Click the 'Documents' tab Sy nc th e D oc uS ig n Ro om

Click the Blue Opportunity Name

Click _{'Sync Transaction' and ask}A box will pop up that says you to assign your Agents. This allows up to 2 agents

Click Lo g In to D oc uS ig n Teams A bo ut D oc uS ig n Ro om s

Profile Picture - Click to access DocuSign Settings

DocuSign Rooms list - where you can search and find all your Rooms.

DocuSign Inbox - A special DocuSign email is at the top where you can email have documents sent and

then move them to any of the Rooms.

My Docs - Access any forms stored in your DocuSign Account.

Details - This is where you can enter any listing or transaction details, along with Contact Information. Documents - This is where you can manage any Room documents.

1. 2. 3. 4. 5. 6.

7. People - This is where you can invite other people to the Room, normally team members.

8. Envelopes - where you can create or manage the documents that have/had been sent out.

9. History - This is where a log is kept from the creation of the Room.

Previous Page - Opportunity Details

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How To:

Integrate ZipForms with DocuSign

Sign In Using your Zip Forms Username and

Password Click the Rooms tab at the top Click the 'Documents' tab Login with KW Email Address and Password G et ti ng Th er e _{Go to:}

DocuSign.com Click 'Profile Picture'

Click 'Preferences' G o to In te gr at io ns Click U si ng Z ip Fo rm s 'Integrations' Click Choose the Room you want to add documents

into

Click

If you are having trouble logging in, try resetting your ZipForms password through

ZipLogix.com

Remember that your CAR username and password MAY NOT be the same as your

ZipForms Username and Password

Tr ou bl e Lo gg in g In ?

If you have a previously started transaction in your ZipForms Library, you can link it now OR you can create a new one that will also be accessible when logging into your ZipForms Account through CAR or ZipLogix

Previous Page - Create a DocuSign Room Next Page - Edit Opportunity Details

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How To:

Edit Opportunity Details when starting a Transaction

At the top of the page, Click

Opportunity Name - Change to Property Address

Assignee(s) - Add/Remove any team members or admins that will allow them to make changes Custom tags - Add/Remove any tags that pertain to the transaction

Opportunity Phase - This can be changed to 'Under Contract' Stage - This can move it around in the transaction

Time Frame Months (Buyers) Estimated Closed Date Appointment Scheduled Appointment Date Agreement Won

Contract Date - Acceptance Date Closed Date - Actual Close Date Estimated Listing Price (Sellers) Budget (Buyers)

Commission Rate - The commission rate being taken

Finance Type (Buyers) - Conv./FHA/VA/USDA/Owner Financing/Other

G et ti ng Th er e _{Go to:} agent.kw.com Click 'Opportunities' G en er al In fo rm at io n

Click the Blue Opportunity Name Click Pr op er ty Se lle r W or ks he et Click Click Country

Address Line 1 - Property Address City/Town

State/Province Zip/Postal Code

For Sellers, this will be autofilled with their property address. For Buyers you can input.

Click

Buyer's Agent Commission - % Seller's Agent Commission - % Seller Closing Costs - % Mortgage Balance - $ Second Mortgage Balance - $ Prorated Taxes - $

Prorated HOA dues - $

Show Net on Offer Comparison? This will allow the seller to see a comparison when an offer is inputted

Click

Previous Page - Integrate ZipForm with DocuSign

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How To:

Create an Offer

At the top of the page, Click G et ti ng Th er e _{Go to:} agent.kw.com Click 'Opportunities' Click the 'Offers' tab St ar t a n ew O ff er

Click the Blue Opportunity Name Click A dd O ff er D et ai ls O ff er T im el in e

This will allow you to rename the offer from "Initial Offer"

Click Repeat as

needed for multiple

offers

Offer Details Parties

Version Name - Initial Offer

Offer Date Closed Date

Click

Terms Agent Analysis

Fill out Buyer and Seller name Email, Phone, Fax, Address as available Fill out Agent's names, Email & Phone

Click

Cash Finance

The total price can't be altered. Cash & Finance have to add up to it.

EMD

Any other Fees

Click Pros Cons Summary Click Click

For each offer, but one has to be accepted

In the future, this feature will allow you to click the three dots on the right of the offer and 'Add

Negotiation'. This will allow you to change the offer and commission as needed for instances

like change in Purchase Price due to Appraisal or Negotiation.

Previous Page - Edit Opportunity Details Next Page - Submit Commissions for DA

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How To:

Submit Commissions for DA

At the top of the page,

Click 'All Opportunities'

If you need to add a Bonus, Concession, Deduction, Inside Referral,

& Outside Referral

Bonus (credit): this is an additional fixed amount added to the standard commission amount normally as an incentive on offers in a specified time frame.

Homebuilders who offer an additional amount on top of % commission.

Concession: an amount of the commission generally owed to the agent but waived in order to get the deal to close. Used in cases like paying for a Home Warranty or paying towards client costs or inspections.

Deduction (debit): payment for an expense incurred by the agent, paid from the agent's net commission by the MC. Used in cases like Market Center Transaction Fee or Transaction Coordinator Fee

Inside Referral: a portion of the commission that is sent to an agent inside your MC.

Used in cases like referral fees sent agents inside the Market Center such as Productivity Coaching or Showing Fees. Outside Referral: Referral fee that is sent to another broker.

Used in cases of a referral fee being paid to another brokerage. Login with KW Credentials G et ti ng Th er e _{Go to:} agent.kw.com Click 'Opportunities' St ar t C om m is si on s Click the Blue Opportunity Name Click 'Commissions' Tab

Commissions Tab will be greyed out under an Offer is Accepted

Check to make sure Terms are correct. These are pulled from the 'offers' and

'details' tab Sales Price Commission - % and $ Contract Date Closed Date 1. 2. 3. 4. IF APPLICABLE Add Co-Broker Payment

Si ng le A ge nt M ul ti pl e A ge nt s

Double Check that Royalty & Company Commission is correct

Click

In order to activate the 'Add Agent' function, the total commission under the first agent

needs to be less than the Total Commission

Ex. Total Commission =$6,000, change to $5,900

Scroll Down to the bottom and

click

Type the agent's name in from the drop down and

click 'Add'

Continue inputting until the

Commission balances Click M or e ab ou t A dd It em s If needed to relay information Click

Previous Page - Create an Offer

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How To:

Add a Compliance Document to an Opportunity

At the top of the page, Click 'All Opportunities'

IF the listing agent and buyers agent are both inside the Market Center, each agent has to do their own file. There is no way to connect two KW Command Opportunities.

IF the listing agent is representing both sides, the agent will have to create two Command

Opportunities BUT under the buyer side they don't need to upload a second set of documents just create an Offer and submit a Commission.

Click the Residential "Dual Agency" template

G et ti ng Th er e _{Go to:} agent.kw.com Click 'Opportunities' Ch oo si ng th e te m pl at e Click the Blue Opportunity Name Click the 'Documents' tab Si ng le D oc um en t U pl oa d M ult ip le D oc um en t U plo ad

Scroll through the list and find the document placeholder you would

like to upload to

Click _{corresponding}Choose the template

In the middle of the screen, Click

Click This will bring up a pop up screen

with a list of documents that can have items attached and:

This will bring up a pop up box asking for the

Source of the Documents

SOURCE OF DOCUMENTS

Manual - Click "Browse" this will allow you to pick documents from your computer. Pick the document and then open.

DocuSign - This will show all the documents in the Room. Click the bubble next to the document to choose.

Custom Folders - If you use these folders to upload documents to, this is available.

Click After all documents have been_attached. Click

Previous Page - Submit Commissions for DA Next Page - Wrapping up an Opportunity

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How To:

Wrap Up an Opportunity

Once documents have been submitted to Compliance, you cannot resubmit more documents until the Compliance Coordinator has either Approved or Returned the first set of documents.

IF the documents have been Approved the file status will change to a Green 'Approved' IF one or all of the document has been Rejected the file status will change to a Red 'Returned'

Scroll down to the documents that have been returned and there will be a comment next to it. Resubmit documents as needed until all documents have been Approved

Cl os ed O pp or tu ni ty Click

Previous Page - Add a Compliance Document

When an Opportunity has been 'Closed', make sure you change the Opportunity Phase and Stage to 'Closed'

All Opportunities that have been 'Closed' will be hidden at the end of the month but still can be found by searching the address.

Lo st O pp or tu ni ty

If a Contract has been Cancelled, this would be considered a 'Lost' Opportunity This means that you will have to start a new ' Opportunity'

Make sure you are using your 'Custom Folders' to keep all Cancelled and Rejected Offer Documents.

Lo st O pp or tu ni ty

If you have created an Opportunity by accident and want to get rid of it, you will have to 'Archive' it. This can be undone as well by going into your Profile Settings and under 'Command Settings', click 'Opportunity Archive'

This will show you every Opportunity that has been archived and allow you to reverse it.

Click on the three dots in the right corner of the