Verify that all funding checks have been received. Review the Pending Company Dollar Closings slated to close in the current month that still haven't closed:
1. Log in to https://agent.kw.com with your KW login credentials.
2. At the top of the page, click CommandMC.
3. Click to access the Transactions Applet, , on the left side of the page.
4. Click the Month End Close tab, at the top of the page.
5. In the Company Dollar section, click the Pending metric.
6. Verify that there are no pending Transactions with a Close Date in a previous month or the same month you are about to close.
In this example, the DAs listed are scheduled to close in September and October, with October being the month you are closing out. Therefore, you will need to contact the associate to get the closing paperwork and updated closing date or termination. Depending on the status, you either need to close, terminate or update the DA closed date prior to closing the month.
| Proactively following up on closings the week prior to scheduled closing dates reduces the number of transactions you have to follow up on at the end of the month and helps develop predictable accurate Owners Profit projections during the month via the Daily Company Dollar tool. |
| It's important to give the agents a deadline to turn in closings for that month in order to be processed for the current month end close. Especially for agents who've already capped, and will be starting a new anniversary year in the next month, and fail to turn in a closing prior to month end close. |
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