View an Agent's Royalty and Company Dollar History Reports

If you need to see where an agent is at with reaching their caps, there is a modal you can access in the Transactions Applet that gives you this detail. Here you will be able to download spreadsheet reports with the details around each specific transaction that has contributed to the agent's Royalty and/or Company Dollar cap actuals.

• You can only access this modal by going through a Transaction that has one of the following statuses: Submitted, Resubmitted, Approved, Closed, Terminated, Termination Requested

To view an agent's Royalty and Company Dollar History Reports:

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. Find a transaction that has a status that will allow you to view the cap status (Submitted, Resubmitted, Approved, Closed, Terminated, Termination Requested), then click on the Transaction ID.

5. On the Commission tab, find the column header that shows the agent's name and click Cap Details right underneath.

6. Here you will see the agent's Anniversary Date, Cap Limits, Cap Actuals (paid in already), and the remaining Cap Balance.

• If you want to see the specific transactions that have contributed to the agent's cap actuals, you will see two links (Royalty History and Company Dollar History) at the bottom of the modal, that will give you the ability to download a spreadsheet with the specific transaction details for this.