Path to Get Paid
Contact, Opportunity, Documents, Compliance, and Greensheets
Add a Contact
Command
Enter a Contact into Command – only their name is required, but email is important to use eSignature.
Tip: Spouses need to be entered into Command separately but can be linked together.
Login to Command at agent.kw.com.
Tip: Your username is usually the first initial of your first name with your last name and may have a number. It is not your kw.com email. Usernames are not case-sensitive.
New Agent Tip: This is the first login on your password sheet.
Go to the Contact applet on Command. It is the 2nd icon on the menu.
Tip: If you click on the red KW in the top left corner the menu will expand so that there are names shown for each applet.
Select the Add Contact button in the upper right corner.
Tip: If you are on a Team, you will need to make sure you are in the correct Contacts database, either your Personal or the Teams.
The only information you are required to enter to create a Contact is the contact’s name.
Keep in mind that the more information you provide to Command, the more it can do for you.
Spouses need to be entered into Command separately and share a Contact. If you enter ‘John and Jane Smith’ into the field for Full Name, Command will understand that to mean:
First Name – John
Middle Name – and
Last Name – Jane Smith
You can quickly add a Spouse, or any other relationship, using the Add Relationship option.
Command will link a Contact’s email address with their profile on your Agent Website and KW App. Two contacts cannot share an email address. This email will be shared with Docusign for electronic signature.
Phone can be used for advanced features with Command, such as using Twilio for text messaging, but is not required for the Path to Get Paid.
It is not required to add anymore information for the Path to Get Paid.
However, if you would like to have a healthy database, taking the time to enter the Lead Source (where you got the contact from, such as a Referral or Open House), whether or not to Mark as Lead, and Tags for marketing will make a big difference in how Command can work for you to manage your business.
There is a difference between a Lead and a Contact, though we tend to think of them as being the same thing.
Leads are people who have shown interest in the services you offer, but haven’t engaged in a two-way conversation.
Example: John and Jane Smith went to three Open Houses on Saturday, so three different realtors can have the same Lead.
Contacts are leads that you have held a two-way conversation with and have established a value-based relationship with.
Example: John and Jane Smith responded to your follow-ups from the Open Houses and have now begun two-way conversations with you and not the other realtors they met that day.
Everything about Command is converting your Leads into Contacts, your Contacts into Clients (those that have signed exclusive agreements to do business with each other), and Clients into Closing.
When you have finished entering the Contact Information into Command, select the Create button at the bottom.
Create An Opportunity
Command
Opportunities can be for either a Listing or Buyer. An Opportunity is an opportunity for business. In essence, every time you extend your hand for a shake and say, “Hi, I’m a realtor and I’d love to talk to you about your home.” That is an Opportunity for business, even if it is not a Transaction yet.
In order to process a Transaction through Command, you must first create an Opportunity.
Tip: You will not be able to create an Opportunity for a person that has not been entered into your Command Contacts yet.
| Go to the Opportunities applet on Command. It is the 6th icon on the menu, near the middle. The icon looks like a handshake. |  |
| Select the Create Opportunity button in the upper right corner. |  |
Team Tip: If you are on a Team, you will need to make sure you are in the correct Opportunities sales pipeline, either your Personal or the Teams. You can only create an Opportunity on the Team pipeline for Contacts in the Team Contacts. You can only create an Opportunity on your Personal pipeline for Contacts in your Personal Contacts.
The Market Center will be Coastal Bend by default because that is your Market Center.
If you are not on a Team, the Team field will be greyed out.
The Owner of the Opportunity will always be you, unless you are on a Team then it will be the Team Lead. This field is not about the owner of the home. That is the Client field.
Opportunity Type is the only field you cannot change later. If you accidentally make a Listing type Opportunity but your Client is a Buyer, you will have to Archive the Opportunity and create a new one.
Team Tip: Opportunities cannot be switched between the Team sales pipeline or the Personal pipeline. Like the Opportunity type, whether or not the Opportunity is on the Team pipeline cannot be changed later. You will have to Archive the Opportunity and create a new one on the desired pipeline.
A person must be in your Command Contacts in order to create an Opportunity for them.
By default, Command will make the Opportunity name the Client’s Name and the Opportunity Type. The Opportunity name should be the Street Number and Name.
Your Client’s Name will always be visible, so the Opportunity Name does not need to be in the Client’s name. To process your Transaction faster, Compliance requires the Opportunity Name to be the Street Number and Name so they can find it quickly for processing since their may be multiple clients with the same or similar names, but there will be only one file with that Street Number and Name.
Tip: If you do not know the property address at the time you are creating the Opportunity, which is common especially on a Buyer Opportunity, you can leave it as the Client’s name and change it on the Details tab on the Opportunity when you have that information. If you forget to rename the Opportunity, the MCA department will email you to request the change.
You can skip the Custom tags and Estimated Closed Date fields. They are not required for the Path to Get Paid.
While not required, it is highly recommended to enter the Estimated Listing Price or Budget.
Commission Rate is a required field. It is specific to your side of the deal, so if the Listing Agreement will be for 6% then enter 3 in this field. Even if you do not know the Commission Rate, which is common at this point for a Buyer Opportunity, this field is required to create the Opportunity. You can always change it to the actual number later, for now enter 2.5.
The Opportunity Phase and Stage have to do with where on the pipeline you would like to start the Opportunity. It does not have to start in Cultivate. It can start in Active if the Opportunity is already a Transaction.
When you have completed the required fields, you can select the Create button to Create your Opportunity and continue.
Your created Opportunity will open automatically. This is an example of a Listing type Opportunity. There will be some differences between a Listing and a Buyer.
You are ready for Step 3.
Start A Transaction
Command
If you have continued directly from Step 2, you can proceed to the Details Tab. If you have previously left Command and are returning to your Opportunity, you will need to find it.
Open the Opportunity and go to the Documents tab. On the left, select Pick Checklist Type.
This is your Compliance Checklist.
Depending on where you have started your Opportunity it could be in either the Cultivate, Appointment, or Active phase of the Sales Pipeline.
To open the Opportunity, select the name of the Opportunity.
There are six (6) tabs in the Opportunity. You will only need two (2) of them, the Details tab and the Documents tab.
The Seller/Buyer Profile tab is new framework that KW is building for the KW Consumer App. You will not need this tab for the Path to Get Paid.
The Offers & Commissions tab is an important tab, but KW Coastal Bend is still using Greensheets, that we will cover in Step 6. You will not need this tab for the Path to Get Paid.
The Notes tab is for your use only. No one will have access to the Notes except for you, unless you are on a Team. You will not need this tab for the Path to Get Paid.
The Timeline tab is an activity tracker. You will not need this tab for the Path to Get Paid.
Opportunity Type is the only field you cannot change later. If you accidentally make a Listing type Opportunity but your Client is a Buyer, you will have to Archive the Opportunity and create a new one.
Team Tip: Opportunities cannot be switched between the Team sales pipeline or the Personal pipeline. Like the Opportunity type, whether or not the Opportunity is on the Team pipeline cannot be changed later. You will have to Archive the Opportunity and create a new one on the desired pipeline.
A person must be in your Command Contacts in order to create an Opportunity for them.
By default, Command will make the Opportunity name the Client’s Name and the Opportunity Type. The Opportunity name should be the Street Number and Name.
Your Client’s Name will always be visible, so the Opportunity Name does not need to be in the Client’s name. To process your Transaction faster, Compliance requires the Opportunity Name to be the Street Number and Name so they can find it quickly for processing since their may be multiple clients with the same or similar names, but there will be only one file with that Street Number and Name.
Tip: If you do not know the property address at the time you are creating the Opportunity, which is common especially on a Buyer Opportunity, you can leave it as the Client’s name and change it on the Details tab on the Opportunity when you have that information. If you forget to rename the Opportunity, the MCA department will email you to request the change.
You can skip the Custom tags and Estimated Closed Date fields. They are not required for the Path to Get Paid.
While not required, it is highly recommended to enter the Estimated Listing Price or Budget.
Commission Rate is a required field. It is specific to your side of the deal, so if the Listing Agreement will be for 6% then enter 3 in this field. Even if you do not know the Commission Rate, which is common at this point for a Buyer Opportunity, this field is required to create the Opportunity. You can always change it to the actual number later, for now enter 2.5.
The Opportunity Phase and Stage have to do with where on the pipeline you would like to start the Opportunity. It does not have to start in Cultivate. It can start in Active if the Opportunity is already a Transaction.
When you have completed the required fields, you can select the Create button to Create your Opportunity and continue.
Start A Transaction
Command
If you have continued directly from Step 2, you can proceed to the Details Tab. If you have previously left Command and are returning to your Opportunity, you will need to find it.
Open the Opportunity and go to the Documents tab. On the left, select Pick Checklist Type.
This is your Compliance Checklist.
Depending on where you have started your Opportunity it could be in either the Cultivate, Appointment, or Active phase of the Sales Pipeline.
To open the Opportunity, select the name of the Opportunity.
There are six (6) tabs in the Opportunity. You will only need two (2) of them, the Details tab and the Documents tab.
The Seller/Buyer Profile tab is new framework that KW is building for the KW Consumer App. You will not need this tab for the Path to Get Paid.
The Offers & Commissions tab is an important tab, but KW Coastal Bend is still using Greensheets, that we will cover in Step 6. You will not need this tab for the Path to Get Paid.
The Notes tab is for your use only. No one will have access to the Notes except for you, unless you are on a Team. You will not need this tab for the Path to Get Paid.
The Timeline tab is an activity tracker. You will not need this tab for the Path to Get Paid.
Opportunity Type is the only field you cannot change later. If you accidentally make a Listing type Opportunity but your Client is a Buyer, you will have to Archive the Opportunity and create a new one.
Team Tip: Opportunities cannot be switched between the Team sales pipeline or the Personal pipeline. Like the Opportunity type, whether or not the Opportunity is on the Team pipeline cannot be changed later. You will have to Archive the Opportunity and create a new one on the desired pipeline.
A person must be in your Command Contacts in order to create an Opportunity for them.
By default, Command will make the Opportunity name the Client’s Name and the Opportunity Type. The Opportunity name should be the Street Number and Name.
Your Client’s Name will always be visible, so the Opportunity Name does not need to be in the Client’s name. To process your Transaction faster, Compliance requires the Opportunity Name to be the Street Number and Name so they can find it quickly for processing since their may be multiple clients with the same or similar names, but there will be only one file with that Street Number and Name.
Tip: If you do not know the property address at the time you are creating the Opportunity, which is common especially on a Buyer Opportunity, you can leave it as the Client’s name and change it on the Details tab on the Opportunity when you have that information. If you forget to rename the Opportunity, the MCA department will email you to request the change.
You can skip the Custom tags and Estimated Closed Date fields. They are not required for the Path to Get Paid.
While not required, it is highly recommended to enter the Estimated Listing Price or Budget.
Commission Rate is a required field. It is specific to your side of the deal, so if the Listing Agreement will be for 6% then enter 3 in this field. Even if you do not know the Commission Rate, which is common at this point for a Buyer Opportunity, this field is required to create the Opportunity. You can always change it to the actual number later, for now enter 2.5.
The Opportunity Phase and Stage have to do with where on the pipeline you would like to start the Opportunity. It does not have to start in Cultivate. It can start in Active if the Opportunity is already a Transaction.
When you have completed the required fields, you can select the Create button to Create your Opportunity and continue.
Start A Transaction
Command
If you have continued directly from Step 2, you can proceed to the Details Tab. If you have previously left Command and are returning to your Opportunity, you will need to find it.
Open the Opportunity and go to the Documents tab. On the left, select Pick Checklist Type.
This is your Compliance Checklist.
Depending on where you have started your Opportunity it could be in either the Cultivate, Appointment, or Active phase of the Sales Pipeline.
To open the Opportunity, select the name of the Opportunity.
There are six (6) tabs in the Opportunity. You will only need two (2) of them, the Details tab and the Documents tab.
The Seller/Buyer Profile tab is new framework that KW is building for the KW Consumer App. You will not need this tab for the Path to Get Paid.
The Offers & Commissions tab is an important tab, but KW Coastal Bend is still using Greensheets, that we will cover in Step 6. You will not need this tab for the Path to Get Paid.
The Notes tab is for your use only. No one will have access to the Notes except for you, unless you are on a Team. You will not need this tab for the Path to Get Paid.
The Timeline tab is an activity tracker. You will not need this tab for the Path to Get Paid.
Opportunity Type is the only field you cannot change later. If you accidentally make a Listing type Opportunity but your Client is a Buyer, you will have to Archive the Opportunity and create a new one.
Team Tip: Opportunities cannot be switched between the Team sales pipeline or the Personal pipeline. Like the Opportunity type, whether or not the Opportunity is on the Team pipeline cannot be changed later. You will have to Archive the Opportunity and create a new one on the desired pipeline.
A person must be in your Command Contacts in order to create an Opportunity for them.
By default, Command will make the Opportunity name the Client’s Name and the Opportunity Type. The Opportunity name should be the Street Number and Name.
Your Client’s Name will always be visible, so the Opportunity Name does not need to be in the Client’s name. To process your Transaction faster, Compliance requires the Opportunity Name to be the Street Number and Name so they can find it quickly for processing since their may be multiple clients with the same or similar names, but there will be only one file with that Street Number and Name.
Tip: If you do not know the property address at the time you are creating the Opportunity, which is common especially on a Buyer Opportunity, you can leave it as the Client’s name and change it on the Details tab on the Opportunity when you have that information. If you forget to rename the Opportunity, the MCA department will email you to request the change.
You can skip the Custom tags and Estimated Closed Date fields. They are not required for the Path to Get Paid.
While not required, it is highly recommended to enter the Estimated Listing Price or Budget.
Commission Rate is a required field. It is specific to your side of the deal, so if the Listing Agreement will be for 6% then enter 3 in this field. Even if you do not know the Commission Rate, which is common at this point for a Buyer Opportunity, this field is required to create the Opportunity. You can always change it to the actual number later, for now enter 2.5.
The Opportunity Phase and Stage have to do with where on the pipeline you would like to start the Opportunity. It does not have to start in Cultivate. It can start in Active if the Opportunity is already a Transaction.
When you have completed the required fields, you can select the Create button to Create your Opportunity and continue.
Start A Transaction
Command
If you have continued directly from Step 2, you can proceed to the Details Tab. If you have previously left Command and are returning to your Opportunity, you will need to find it.
Open the Opportunity and go to the Documents tab. On the left, select Pick Checklist Type.
This is your Compliance Checklist.
Depending on where you have started your Opportunity it could be in either the Cultivate, Appointment, or Active phase of the Sales Pipeline.
To open the Opportunity, select the name of the Opportunity.
There are six (6) tabs in the Opportunity. You will only need two (2) of them, the Details tab and the Documents tab.
The Seller/Buyer Profile tab is new framework that KW is building for the KW Consumer App. You will not need this tab for the Path to Get Paid.
The Offers & Commissions tab is an important tab, but KW Coastal Bend is still using Greensheets, that we will cover in Step 6. You will not need this tab for the Path to Get Paid.
The Notes tab is for your use only. No one will have access to the Notes except for you, unless you are on a Team. You will not need this tab for the Path to Get Paid.
The Timeline tab is an activity tracker. You will not need this tab for the Path to Get Paid.
Opportunity Type is the only field you cannot change later. If you accidentally make a Listing type Opportunity but your Client is a Buyer, you will have to Archive the Opportunity and create a new one.
Team Tip: Opportunities cannot be switched between the Team sales pipeline or the Personal pipeline. Like the Opportunity type, whether or not the Opportunity is on the Team pipeline cannot be changed later. You will have to Archive the Opportunity and create a new one on the desired pipeline.
A person must be in your Command Contacts in order to create an Opportunity for them.
By default, Command will make the Opportunity name the Client’s Name and the Opportunity Type. The Opportunity name should be the Street Number and Name.
Your Client’s Name will always be visible, so the Opportunity Name does not need to be in the Client’s name. To process your Transaction faster, Compliance requires the Opportunity Name to be the Street Number and Name so they can find it quickly for processing since their may be multiple clients with the same or similar names, but there will be only one file with that Street Number and Name.
Tip: If you do not know the property address at the time you are creating the Opportunity, which is common especially on a Buyer Opportunity, you can leave it as the Client’s name and change it on the Details tab on the Opportunity when you have that information. If you forget to rename the Opportunity, the MCA department will email you to request the change.
You can skip the Custom tags and Estimated Closed Date fields. They are not required for the Path to Get Paid.
While not required, it is highly recommended to enter the Estimated Listing Price or Budget.
Commission Rate is a required field. It is specific to your side of the deal, so if the Listing Agreement will be for 6% then enter 3 in this field. Even if you do not know the Commission Rate, which is common at this point for a Buyer Opportunity, this field is required to create the Opportunity. You can always change it to the actual number later, for now enter 2.5.
The Opportunity Phase and Stage have to do with where on the pipeline you would like to start the Opportunity. It does not have to start in Cultivate. It can start in Active if the Opportunity is already a Transaction.
When you have completed the required fields, you can select the Create button to Create your Opportunity and continue.
Start A Transaction
Command
If you have continued directly from Step 2, you can proceed to the Details Tab. If you have previously left Command and are returning to your Opportunity, you will need to find it.
Open the Opportunity and go to the Documents tab. On the left, select Pick Checklist Type.
This is your Compliance Checklist.
Depending on where you have started your Opportunity it could be in either the Cultivate, Appointment, or Active phase of the Sales Pipeline.
To open the Opportunity, select the name of the Opportunity.
There are six (6) tabs in the Opportunity. You will only need two (2) of them, the Details tab and the Documents tab.
The Seller/Buyer Profile tab is new framework that KW is building for the KW Consumer App. You will not need this tab for the Path to Get Paid.
The Offers & Commissions tab is an important tab, but KW Coastal Bend is still using Greensheets, that we will cover in Step 6. You will not need this tab for the Path to Get Paid.
The Notes tab is for your use only. No one will have access to the Notes except for you, unless you are on a Team. You will not need this tab for the Path to Get Paid.
The Timeline tab is an activity tracker. You will not need this tab for the Path to Get Paid.
Opportunity Type is the only field you cannot change later. If you accidentally make a Listing type Opportunity but your Client is a Buyer, you will have to Archive the Opportunity and create a new one.
Team Tip: Opportunities cannot be switched between the Team sales pipeline or the Personal pipeline. Like the Opportunity type, whether or not the Opportunity is on the Team pipeline cannot be changed later. You will have to Archive the Opportunity and create a new one on the desired pipeline.
A person must be in your Command Contacts in order to create an Opportunity for them.
By default, Command will make the Opportunity name the Client’s Name and the Opportunity Type. The Opportunity name should be the Street Number and Name.
Your Client’s Name will always be visible, so the Opportunity Name does not need to be in the Client’s name. To process your Transaction faster, Compliance requires the Opportunity Name to be the Street Number and Name so they can find it quickly for processing since their may be multiple clients with the same or similar names, but there will be only one file with that Street Number and Name.
Tip: If you do not know the property address at the time you are creating the Opportunity, which is common especially on a Buyer Opportunity, you can leave it as the Client’s name and change it on the Details tab on the Opportunity when you have that information. If you forget to rename the Opportunity, the MCA department will email you to request the change.
You can skip the Custom tags and Estimated Closed Date fields. They are not required for the Path to Get Paid.
While not required, it is highly recommended to enter the Estimated Listing Price or Budget.
Commission Rate is a required field. It is specific to your side of the deal, so if the Listing Agreement will be for 6% then enter 3 in this field. Even if you do not know the Commission Rate, which is common at this point for a Buyer Opportunity, this field is required to create the Opportunity. You can always change it to the actual number later, for now enter 2.5.
The Opportunity Phase and Stage have to do with where on the pipeline you would like to start the Opportunity. It does not have to start in Cultivate. It can start in Active if the Opportunity is already a Transaction.
When you have completed the required fields, you can select the Create button to Create your Opportunity and continue.
