Edit and Manage Associates in CommandMC

Once an associate has been invited to your Market Center and completed the KW Joining Portal process, an Associate Record will be created, in the CommandMC Associates Applet. From this Applet, you have the ability to control an associate's status, edit their information, log appointments/activities/notes, conduct a needs analysis, etc. 

The access to view and edit this information is nuanced, use the article below to learn how to (and who can) edit and manage associates in CommandMC:

 

Access

1. Log in to https://agent.kw.com with your KW login credentials.

2. Click CommandMC, at the top of the page.

3. Click the Associates icon, , on the left side of the page.

4. Find the associate on your roster, then click the associate's name.

Role Access

When editing and managing an Associate Record, there is a tiered permission level, based on which leadership role you have, that determines the information you can not only edit, but also view. See the table below to see which tier your role falls under, then in the Overview section, you can see the permissions each tier has for a given section of an Associate Record:

Associate Management Overview

Status Management (Tier 1 Only) - at the top right of the Associate Record, you will see 3 possible buttons that allow you to manage the associate's status in the Market Center:

• Activate Agent - when you add an associate (Invite to MC) to your Market Center, your leadership team will need to Activate their Agent Status, even if they enter a license number in the KW Joining Portal. By default, every associate starts with an Unlicensed Associate role (POO status in WinMORE), which gives baseline access to KW Systems, but not leadership access.
  • Once activated, the agent's status will automatically be Licensed Associate (AA Status in WinMORE).
  • If the agent is licensed, but their status needs to change to either Licensed Referral Only (AR Status in WinMORE) or Licensed Admin Agent (AO status in WinMORE), you have the ability to edit the activated agent's production status, in CommandMC.
• Set to Associate - when an agent's license is no longer active, in any capacity, you will need to set their status to Unlicensed Associate (POO or POS in WinMORE, depending on if they have been assigned any leadership roles in CommandMC).
• Remove Associate - if an associate in your Market Center is leaving KW or leaving your Market Center due to a transfer (ensure they are added to their new Market Center before doing this), you will need to remove the associate from your Market Center roster.
   

Contact Information (Tier 1 & 2) - in this section you can add/edit the following details (these details are synced with the associate's KW Profile):

• Preferred Name,
• Preferred Email Address
• KW Password Recovery Email
• Phone Number (two fields, one labeled Phone and one Mobile Phone)
• Address
• KW Email Address (View Only)
   

Roles (OP, TL, MCA - Edit, the rest of Tier 1 & 2 - View Only) - in this section, key leaders have the ability to add some MC level leadership roles, activate agent status for an associate, and designate agents for the ALC.
 

General Information (Tier 1 & 2) - in this section you can add/edit the following details:

• KPA Report Link
• Manage Assignees for the Associate Record
• Tags
• Birthday
• Primary Language
• Languages Spoken
• Legal Name
   

Emergency Contact (Tier 1 & 2) - in this section, you can add/edit the associate's emergency contact's name, relationship and phone number.
 

The Production Tab (Tier 1 & 2) - on this tab, you can see an overview of the agent's production. You will see a dashboard of the agent's YTD GCI, Closed Units and Sales Volume, as well as view/edit their caps and splits. You'll also see a list of closed transactions, and an AI summary of all the data.
 

The Business Tab (Tier 1, with Tier 2 having limited view/edit access) - on this tab, you can add/edit the following information: 

• Business Info (Tier 1 & 2) - edit the agent's agent Biography, Specialties, Designations, Real Estate Start Date, Service Areas, DBA Name, and you can edit their production status (if activated as an agent).
• Incorporation Information (Tier 1 Only) - only if applicable to this associate. This allows you to enter incorporation information for commissions.
• Real Estate Licenses (Tier 1 - Edit, Tier 2 - No View Access)
• MLS IDs (Tier 1 - Edit, Tier 2 - View Access Only) - agents must have the correct MLS selected and MLS ID added in order to have listings automatically pull into Command.
   

The Financial Info Tab (Tier 1 - Edit, Tier 2 - No View Access) - on this tab, edit the associate's Profit Share Bank Information, and Beneficiary (the agent can also do this in their KW Profile). You can also add alternative tax id information for Profit Share, though the associate also has the ability add this information in their KW Profile (KW Profile > My KW > Profit Share Bank Account > + Add Alternative Tax ID).
 

The Appointments Tab (Tier 1 & 2) - log and view appointments for this associate. You will also see appointments from when they were a recruit, as the Associate and Recruit Records are linked, in CommandMC.
 

The SmartPlans Tab (Tier 1 & 2) - add the associate to a CommandMC SmartPlan, as well as see which SmartPlans the associate is actively on.
 

The Needs Analysis Tab (Tier 1 Only) - view and edit the Needs Analysis form for this associate, which is built in to the Associate Record.

The Tasks Tab (Tier 1 & 2) - create, view, and manage tasks for this associate. You will also see tasks from when they were a recruit, as the Associate and Recruit Records are linked, in CommandMC.
 

The Deductions Tab (Tier 1 & GM/MC Broker) - Add/Edit/Remove deductions for an associate. These deductions will be automatically applied to commissions allocated to the associate in Command/CommandMC.
 

The Notes Tab (Tier 1 & 2) - create, view, and manage internal notes for this associate. You will also see notes from when they were a recruit, as the Associate and Recruit Records are linked, in CommandMC.
 

The Timeline Tab (Tier 1 & 2) - view and add activities (meetings, calls, text messages) on the Associate Timeline. You will also see activities from when they were a recruit, as the Associate and Recruit Records are linked, in CommandMC.