Agent Quick Resource Guide

KW COMMAND KW Command is where you will run your entire real estate business out of. Everything from managing your database, transactions, marketing, and more. LOG IN	KW CONNECT KW Connect is a comprehensive education and training platform. KW Connect enables agents to build meaningful connections, communicate and collaborate with ease, share valuable content, and hone skills and expertise. LOG IN	MLS The Multiple Listing Service (MLS) is a database established by cooperating real estate brokers to provide data about properties for sale. An MLSallows brokers to see one another’s listings of properties for sale with the goal of connecting homebuyers to sellers. LOG IN
KELLER MORTGAGE The ZeroPlus loan can save your clients thousands of dollars. It’s fast, easy, and you can refer your clients right now through the Keller Mortgage website. LOG IN	KELLER COVERED Keller Covered is a fast, free service that helps homebuyers and homeowners shop for insurance, compare quotes and choose the insurance that’s best for their situation. LOG IN	360 HOME CONNECT 360 Home Connect is a complimentary (free of charge), time-saving service for Keller Williams agents to set-up their client’s utilities and home services. While you concentrate on the more important parts of their move; we research, schedule activation dates, and send out a detailed itinerary for utilities. LOG IN

Command Your Database

COMMAND YOUR DATABASE ⬩Connect with Your Sphere ⬩Build Your Database ⬩Add a Contact ⬩Add Tags to Your Contacts ⬩Mark Contacts as Leads ⬩Add a Lead	ADD NEIGHBORHOODS TO CONTACTS ⬩Be Neighborhood Driven ⬩Add a Neighborhood to a Contact ⬩Add a Contact Monthly Neighborhood Nurture SmartPlan	SYSTEMATIZE YOUR COMMUNICATION ⬩Systematize Your Communication ⬩Add Contacts to the Quarterly Call Smart Plan ⬩Call Your Contacts Through Command ⬩Text Your Contacts Through Command
CONTACTS CONTINUED ⬩Edit a Contact ⬩Manage Your Contacts ⬩Add a Note to a Contact ⬩Add an Activity to a Contact ⬩Archive, Delete, or Restore Contacts	OVERVIEW, SETUP, AND IMPORT GUIDE FOR CONTACTS ⬩Contacts: Overview, Setup, and Import Guide ⬩Sync Your Contacts with PieSync ⬩Import Contacts	360 HOME CONNECT ⬩Add Contacts to a SmartPlan ⬩Edit the Content in a SmartPlan ⬩Remove a Contact from a SmartPlanImport Contacts
EXPORT MAILING LABELS AND CONTACTS ⬩Export Mailing Labels ⬩Export Contacts	CREATE/CUSTOMIZE TAGS, FIELDS, COLUMNS, AND SMART VIEWS ⬩Create and Manage Custom Tags ⬩Create and Edit Custom Fields for Contacts	CONTINUED… in Command ⬩Customize Columns, Use Filters, and Create SmartViews in Command

Command Your Transaction

SET UP OPPORTUNITY PIPELINES ⬩Customize Opportunities ⬩Customize Your Opportunity Pipelines ⬩Set Up Client Updates for Your Opportunities	CREATE AND MANAGE OPPORTUNITIES ⬩Manage Opportunities Like a Pro ⬩Create an Opportunity ⬩Add a Listing to an Opportunity ⬩Manage Your Opportunities ⬩Manage Checklists in Opportunities ⬩Create and Manage Custom Folders ⬩Mark an Opportunity as Lost/Archive an Opportunity ⬩Restore an Archived Opportunity	CREATE, SHARE, AND MANAGE OFFERS ⬩Create an Offer ⬩Share and Manage Offers
COMPLIANCE AND COMMISSIONS ⬩Prep to Get Paid: Command, Compliance, and Commissions ⬩Create and Connect Your DocuSign Account ⬩Create a DocuSign Room for an Opportunity ⬩Access the DocuSign Room for an Opportunit ⬩ Sync Opportunity Details with Docusign	⬩Create and Send an Envelope in DocuSign ⬩Add Compliance Documents to an Opportunity ⬩Submit Compliance Documents to Your Market Center ⬩Replace Rejected Documents in an Opportunity and Resubmit to Your Market Center ⬩Submit Commissions for an Opportunity	CONTINUED… ⬩Add Signatures to Forms in DocuSign ⬩Void (Cancel) an Envelope in DocuSign ⬩Set Up In-Person Signing for a DocuSign Envelope ⬩Add a One-Off Compliance Document Checklist Item to an Opportunity ⬩ Create a New Compliance Document Checklist Version for an Opportunity
SCOTT LEROY MARKETING We are here to help make your technology run that much smoother. Below are just a few of the items that you can use immediately at no cost: Help Onboarding With The KW Command Platform At www.scottleroymarketing.com/existing Phone and Email Support Available M-F Free To Use Marketing Support Options Available At www.scottleroymarketing.com/support Free To Use Templates Available At www.scottleroymarketing.com/templates And More! Feel free to use the password 22 to access anything on our website and of course feel free to reach out to us at: [email protected]	KEEPING CURRENT MATTERS Stand out as the go-to real estate agent with answers to today’s biggest questions & easy-to-share marketing content. Free Resources for Realtors https://www.keepingcurrentmatters.com/	BREAKTHROUGH BROKER Save Money. Save Time. Sell Homes. Thousands of Free Resources for Realtors https://www.breakthroughbroker.com/

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