Introducing the Opportunities Applet: Pipelines, Phases & Stages
The KW Command platform provides the Opportunities applet so that KW Agents can track their entire production business from cold Lead to hot Closing and everything in between. Watch this short video to be introduced to the three Opportunity Pipelines, the five Opportunity Phases and the countless number of customizable Opportunity Stages available for KW Agents inside of Opportunities.
Customizing Stage Names, Order and Likelihood to Close
One of the best parts of the KW Command platform, especially when it comes to the Opportunity applet, is the flexibility and customization that comes with it in order to match how KW Agents run their businesses. Watch this short video to learn how to customize your Opportunity Stage Names, their Order and adjust their Likelihood to Close Percentage in order to give you a better view of Potential Income versus Probable Income and more.
Creating a New Opportunity
Opportunities are the life line of your business as a KW Agent. This is ultimately where all of your education, training, coaching and hard work pays off as you earn the right to help an individual or family buy, sell, lease or invest in Real Estate. Watch this short video to learn how to begin the process of working an Opportunity through Command with the first step: Creating the Opportunity.
managing & Moving Opportunities
It's time to learn how to manage the location of that Opportunity. Watch this short video to learn how to move an Opportunity from Stage to Stage and Phase to Phase as well as how to Archive and Restore an Opportunity.
Creating Opportunity Stage Checklists
As a Keller Williams Real Estate Agent, we know that in every transaction there are a lot of important tasks to accomplish in order to ensure our Clients are happy and our Closing is on-time. Whether it's ensuring the Listing Presentation has been created, Marketing Materials have been ordered/printed or even the Closing Gift has been purchased, we never want to let any of these items fall through the cracks. The KW Command platform makes sure we always cross all of our t's and dot all of our i's with the Opportunities applet. Watch this short video to learn how to create Checklists for each of our Opportunity Stages and Pipelines to ensure it always all gets done correctly and on time!
Probable Income versus Potential Income
When making wise business decisions, most Keller Williams Agents will look at their bank accounts and then look at their sales pipelines and then decide which expenses to fund and which expenses to work on cutting. And yet, when looking at your Sales Pipeline, how do you truly know it's worth?? Well, the KW Command Platform has made that calculation much easier now with it's Probable Income versus Potential Income. Watch this short video to learn the difference between the two and how moving Opportunities from one Stage to the next affects those numbers.
Assigning Opportunity Checklist Items and Setting Reminders
Today, we discuss assigning Checklist Items to ourselves or our teams. Additionally, we discuss the "Due Date" feature which will create a Task in your Task Manager applet to remind you to complete one of those specific Checklist items. Watch this short video to see how to Assign, choose a Due Date and then view the Tasks created from it.
Creating an Opportunity from within a Contact Record
In this short video, we'll introduce you to the three Opportunity pipelines and then show you how to create a new Opportunity directly from within the Contact Record of your recently generated Lead or Contact. Accurately tracking all of your future Buyer and Seller Opportunities ensures that no one "falls through the cracks" and that you don't lose any future opportunities to help families and secure commissions.
Selecting a Document Checklist and Reviewing Placeholders
The Keller Williams Command Opportunities applet provides a tab for KW Agents to store, review and submit documents necessary for compliance. This short video will show you how to select a Document Checklist from within that Documents tab. Next it'll show you the various folders that are created when you choose that Checklist group. Finally, we'll discuss the document placeholders included in each checklist.
Advanced Features of the Opportunity Documents Tab
When using the Documents tab inside Opportunities, there may come times when you need to change your Checklist type or even create a new version of the same Checklist type. Additionally, there may be Opportunity documents you'd like to upload and yet they have no placeholder type. Finally, there may be times you'd like to Export one or more Opportunity documents from your Checklist. Watch this short video to learn to change the Checklist, create a new Checklist version, Export and create Custom Document Folders.
Submitting Docs for Compliance and Managing DocuSign Folders
As KW Agents, we're blessed to have amazing Compliance Brokers and Coordinators throughout all of our offices. In order to use the talent of these amazing individuals, we need to submit our Contracts, Agreements, Addenda and more to them via our KW Command Opportunities. Sometimes, as we add more and more Contracts, Agreements and Addenda, our DocuSign can get very overwhelming. Watch this short video on how to submit your docs to your Compliance Coordinators and how to manage your DocuSign Folders as well.
The Opportunity Details tab inside of KW Command contain many very important data fields that connect to additional applets in both Command and CommandMC. Watch this short video to learn the importance of filling in all of your appropriate numbers, dates, percentages and more inside the Details tab.
CHoosing Document Checklists and Reviewing Document Placeholders
The KW Command Opportunity applet is used for many things including Compliance with your Broker. This Compliance is managed via document placeholders that can be managed by KW Agents and viewed by KW Compliance Coordinators once submitted by their Agents. Watch this short video to learn more about the Documents tab and the Document Checklists and Placeholders.
Offers & Commissions Tab
Entering and Comparing Offers inside Opportunities
Things begin to get exciting when we as Keller Williams Agents have the ability to submit and/or receive offers on behalf of our clients. The KW Command platform makes keep track of those Offers very easy via the Opportunities submenu or applet. Watch this short video to learn the process of entering one or more offers into the Opportunities system. You'll also learn how to easily create simple Offer Comparisons that you can download and/or email to your Clients through KW Command.
Accepting, Rejecting, Negotiating and Accepting an Offer in KW Command
As a Keller Williams Agent, we know that if we price a property correctly, we have the opportunity to receive one or more offers in a timely manner. The comparison and negotiation of multiple offers is a skill that all KW Agents should develop and the KW Command platform can assist with that. Watch this short video to learn how to use KW Command to compare offers, add negotiations, change remove or ultimately accept an offer and reject the rest.
Submitting a Commission Request
As KW Agents, you've done the Lead Generation. You've done the Lead Follow-up. The Appointment went well. You got the Buyer or Seller active and now under contract and it's time to head towards the closing. This is a rewarding time both literally and figuratively. It's time to get paid. Watch this short video to learn how to submit a simple Commission Request inside of KW Command.
Adding a Bonus, Concession, Deduction or Referral to a Commission Request
As a KW Agent, oftentimes we have very simple financially based transactions where we're paid our Commission percentage simply and cleanly after a Closing for our clients. Other times, it might get a little complicated or messy with Bonuses increasing the commission or concessions, deductions or referrals lowering them. Watch this short video to learn how to add any of the above to your Commission Request inside of your KW Command Opportunity.
Communicating in Opportunities with Team Members or Your Leadership Team
The KW Command platform allows Agents to create, upload and submit documents all within the Opportunities submenu or applet. When in the Documents tab of the Opportunities submenu, Agents and Leadership Team members, now have the ability to message one another about their document folders. Each also has the opportunity to use the @ symbol to "mention" the other in order to ensure that a notification shows up in the KW Command account. This helps draw attention to a specific issue or concern that needs to be addressed. Watch this short video to learn how to leave comments, how to reply to them and how Notifications show up for both Agents and Leadership Team members.