Submit Commission Request

Kw

  1. 1. Go to Command | Dashboard

  2. 2. Click on Opportunities

    Click on Opportunities
  3. 3. Go into Opportunity Phase

    Go into Opportunity Phase
  4. 4. Select Opportunity

    Select Opportunity
  5. 5. From the Opportunities Details page - Click on Offers & Commissions

    From the Opportunities Details page - Click on Offers & Commissions
  6. 6. Click on Add New Offer

    Click on Add New Offer
  7. 7. Name the Offer

    Name the Offer
  8. 8. Click on Create Offer

    Click on Create Offer
  9. 9. Put in Offer Date, Closed Date, and Property Address

    Put in Offer Date, Closed Date, and Property Address
  10. 10. Click on Parties >

    Click on Parties >
  11. 11. Fill in Required Information for Parties Involved

    Fill in Required Information for Parties Involved
  12. 12. Fill in Required Information for Agent Involved

    Fill in Required Information for Agent Involved
  13. 13. Check Pre-Approved or Pre-Qualified

    Check Pre-Approved or Pre-Qualified
  14. 14. Click on Terms >

    Click on Terms >
  15. 15. Enter Terms of Offer

    Enter Terms of Offer
  16. 16. Enter Earnest Amount in % or $

    Enter Earnest Amount in % or $
  17. 17. Click on Agent Analysis >

    Click on Agent Analysis >
  18. 18. Fill in Pros, Cons, and Summary when Applicable

    Fill in Pros, Cons, and Summary when Applicable
  19. 19. Click on Save

    Click on Save
  20. 20. Click on Accept when offer is Accepted

    Click on Accept when offer is Accepted
  21. 21. After you click on "Accept" - Click on the Manage Commission Button that appears

    After you click on "Accept" - Click on the Manage Commission Button that appears
  22. 22. If you have a referral - Click on Edit Agent Payment

    If you have a referral - Click on Edit Agent Payment
  23. 23. Scroll Down and Click on Add item

    Scroll Down and Click on Add item
  24. 24. Click on Choose the Type

    Click on Choose the Type
  25. 25. Scroll Down to Outside Referral

    Scroll Down to Outside Referral
  26. 26. Fill in All Required Fields - You will need the EIN from the Brokerages W9

    Fill in All Required Fields - You will need the EIN from the Brokerages W9
  27. 27. Click on Add

    Click on Add
  28. 28. Click on Save Changes

    Click on Save Changes
  29. 29. Click on Add Note if you need to communicate anything to the MCA

    Click on Add Note if you need to communicate anything to the MCA
  30. 30. Click on Submit

    Click on Submit