Associate Status Combinations - Reference Guide – Leadership Answers

The Associates Applet not only tracks whether an associate belongs to a particular Market Center, it also tells us their Licensure status and what fees they are charged. Use the table below to reference the various status combinations, and see how to set them up in CommandMC.

Team membership is managed in the CommandMC Team Tool. Each associate is entered with the statuses below, and then added to a team separately through that tool, if applicable.

The below chart is updated as of the March 1, 2023 changes to Associate Tech Fees and G Suite Fees charged to Market Centers, and the May 8, 2023 launch of the Joining Portal and Associates Applet.

For questions, please contact MCA Support by completing this form and enter "Status Combinations" as the subject line.

Flexible Cap Structure - Only pertains to team or group; Team or Group cap is adjusted based on number of agents on a team or group.
**Fixed Cap Structure - Only pertains to team or group; Team or Group cap is set regardless of number of agents on a team or group.

Previous WinMORE and Current Associate Applet Status	Previous WinMORE Production Status	Licensed	Production Status Description	Active in KW	Books Production	Cap Structure	Contributing or Non-Contributing Agent	Monthly Associate Tech Fee	G Suite Fee	Annual Renewal Fee	Examples
A Invited to the MC Completes KW Joining Portal	A Activated in Associates	Yes	Active associate - individual associates and licensed buyer or listing assistants as well as new associates who are actively selling real estate and are not part of a team; an associate who works as an individual producing agent. They may have one or more assistants who handle clerical, administrative and service functions that do not require a real estate license. If one or more of the assistants has a license, but does not show property, sign contracts, negotiate contracts or solicit business (telemarketing, door knocking, or canvassing), then the associate may still be considered in the Individual category for awards purposes.	Yes	Self	Individual - Cap is calculated on an individual basis regardless of team or group affiliation.	Contributing	Fee	Fee	Fee	Solo/individual agent or individual agent with an assistant.
A Invited to the MC Completes KW Joining Portal	TA Retired Production Status - no longer use for Status or Team purposes	Yes	An active team or group member associate that is part of a team or group and books production directly to himself/herself or if they book to a lead agent, their team or group has a flexible cap structure*	Yes	Lead Agent	Individual - Cap is calculated on an individual basis regardless of team or group affiliation. OR Flexible - Only pertains to team or group; team or group cap is adjusted based on published market center team cap policy and may be affected by the number of agents on a team or group.	Contributing	Fee	Fee	Fee	Lead agent with full cap; buyer/selling agent with cap added to lead agent cap.
A Invited to the MC Completes KW Joining Portal	TM Retired Production Status - no longer use for Status or Team purposes	Yes	Any active associate (except the lead agent) that is part of team or group who will book his/her production under the lead agent and their team or group has a fixed cap structure**	Yes	Lead Agent	Fixed - only pertains to team or group; team or group cap is set regardless of number of agents on a team or group and is published as part of the market center's policies and procedures for Team Caps.	Non-contributing	Fee	Fee	Fee	Team Member who joins a team that has only 1 cap for the Team.
A Invited to the MC Completes KW Joining Portal	TS Retired Production Status - no longer use for Status or Team purposes	Yes	Any active team or group staff member that is part of a team or group and does not directly list or sell real estate and will not contribute company dollar to the Market Center.	Yes	Does Not Book	N/A - Does Not Book	Non-contributing	No Fee	Fee	Fee	Any team staff members that are licensed and do not list or sell real estate, licensed receptionists, and licensed spouses of a working associate, licensed transaction coordinator.
A Invited to the MC Completes KW Joining Portal	O Activated in Associates Edit Production Status, in Associates (Set to Licensed Admin)	Yes	Any licensed assistant to an individual licensed associate who handles clerical, administrative and service functions that do not require a real estate license. If one or more of the assistants has a license, but does not show property, sign contracts, negotiate contracts or solicit business (telemarketing, door knocking, or canvassing), then the associate may still be considered in the Individual category for awards purposes. This status also pertains to an associate who is in the process of transferring to a new Launching KW MC that has not yet transmitted.	Yes	Does Not Book	N/A - Does Not Book	Non-contributing	No Fee	Fee	Fee	Licensed assistant to a Mega Agent or a licensed assistant to a solo/individual agent. If Agent A moves from MC1 to MC2 (a launching MC) and they are not in their first transmittal period, MC1 would need to designate Agent A as status AO. MC2 would designate Agent A as status AA. Once the Launch is in their transmittal month MC1 changes the status to PO/O
A Invited to the MC Completes KW Joining Portal	R Activated in Associates Edit Production Status, in Associates (Set to Licensed Referral Only)	Yes	Referral associate - the associate is no longer actively selling real estate and the only transactions booked for this associate are referral income.	Yes	Referral Income Only	Individual - Cap is calculated on an individual basis regardless of team or group affiliation.	Contributing	Fee	Fee	Fee	Individual associate who hangs his/her license at his/her MC but only refers business to other associates; a licensed associate that passes clients to other agents and only gets a referral fee.
A Invited to the MC Completes KW Joining Portal	S Activated in Associates Edit Production Status, in Associates (Set to Licensed Admin) Add/Request Market Center Leadership Roles	Yes	Market Center staff members (employees) that are licensed.	Yes	Does Not Book	N/A - Does Not Book	Non-contributing	No Fee	Fee	Fee	Licensed MCA, licensed Team Leader, licensed receptionist, licensed assistant MCA, licensed assistant Team Leader, etc. Any licensed staff employee.
PO Invited to the MC Completes KW Joining Portal	O No Action Needed After Joining	No	Other – unlicensed associate assistants. Any unlicensed assistant to an individual licensed associate or a team or a group who handles clerical, administrative and service functions that do not require a real estate license. Also used for transferring associates until the profit share downline transfer process is completed by KWRI	Yes	Does Not Book	N/A - Does Not Book	Non-contributing	No Fee	Fee	Fee	Unlicensed assistant to Mega Agent, unlicensed assistant to Individual Agent; licensed agent in a Referral Company Associate transferring from MC1 to MC2 and MC 2 has completed a transmittal. MC1 status is PO/O; MC2 status is the appropriate combination per this chart.
PO Invited to the MC Completes KW Joining Portal	S Add/Request Market Center Leadership Roles	No	Market Center staff members (employees) that are unlicensed.	Yes	Does Not Book	N/A - Does Not Book	Non-contributing	No Fee	Fee	Fee	Unlicensed MCA, unlicensed Team Leader, unlicensed receptionist, unlicensed assistant MCA, unlicensed assistant Team Leader, etc.; any unlicensed staff employee.
R Removed from Roster	D	N/A	Deleted - associate is Removed from your Market Center.	No	Does Not Book NOTE: there may be pending deals at the time of separation that may still close.	Per KWRI Policies & Guidelines 4.9.1.33 pending closings completed after the separation date are booked at the cap structure applicable at the time of their separation. CO$ and royalty are still due if they are not capped.	Non-contributing	No Fee	No Fee	No Fee	Not Vested: Associate A sponsors Associate B. Associate B sponsors Associate C. Associate B leaves KW so Associate C is now moved up beneath Associate A in the Profit Share Tree. Vested with no Downline: Associate A sponsors Associate B. Associate B has no downline. Associate B leaves KW and is marked R status correctly. Reminder: vested status is determined by the associate's affiliation dates, not the presence of a downline. No annual renewal fee of $25 is due.
VR Removed from Roster	D	N/A	Deleted - associate is Vested Retired from your Market Center.	No	Does Not Book NOTE: there may be pending deals at the time of separation that may still close.	Per KWRI Policies & Guidelines 4.9.1.33 pending closings completed after the separation date are booked at the cap structure applicable at the time of their separation. CO$ and royalty are still due if they are not capped.	Non-contributing	No Fee	No Fee	Fee	Agent A leaves after 3 consecutive years (if they joined before April 1, 2020) or 7 consecutive years (if they joined on or after April 1, 2020). Agent A will continue to collect profit share and sponsor associates. He/she should also pay $25 annual fee. In order to remain in profit share system, all individuals in MORE system have to pay $25 per year.

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