mytransactions Broker Dashboard

Transcription

1 mytransactions Broker Dashboard

2 Preface Notes TRAINING MYTRANSACTIONS 2010 KELLER WILLIAMS REALTY, INC. ii

3 Preface Acknowledgments Special thanks to: Austin Allison Susan Cook Jennifer Littlefield Alexis MacIntyre Mike Malinowski Brenda Marshall Dan McKeehan Linda Ramsey Joelle Senter Bruce Virgil Notices While Keller Williams Realty, Inc. (KWRI) has taken due care in the preparation of all course materials, we do not guarantee its accuracy now or in the future. KWRI makes no warranties either expressed or implied with regard to the information, programs presented in the course, or in this manual, and reserves the right to make changes from time to time. This manual and any course it s used as a part of may contain hypothetical exercises that are designed to help you understand how Keller Williams calculates profit sharing contributions and distributions under the MORE System, how Keller Williams determines agents compensation under the Keller Williams Compensation System, and how other aspects of a Keller Williams Market Center s financial results are determined and evaluated. Any exercises are entirely hypothetical. They are not intended to enable you to determine how much money you are likely to make as a Keller Williams Licensee or to predict the amount or range of sales or profits your Market Center is likely to achieve. Keller Williams therefore cautions you not to assume that the results of the exercises bear any relation to the financial performance you can expect as a Keller Williams Licensee and not to consider or rely on the results of the exercises in deciding whether to invest in a Keller Williams Market Center. If any part of this notice is unclear, please contact Keller Williams legal Copyright notice All other materials are copyright 2010 Keller Williams Realty, Inc. All rights reserved. Printed December 2010 No part of this publication and its associated materials may be reproduced or transmitted in any form or by any means without the prior permission of Keller Williams Realty, Inc. TRAINING MYTRANSACTIONS 2010 KELLER WILLIAMS REALTY, INC. iii

4 Preface TABLE OF CONTENTS INTRODUCTION... 1 CHAPTER 1: ACCESSING THE BROKER DASHBOARD... 4 CHAPTER 2: BROKER DASHBOARD... 6 CHAPTER 3: REVIEWING A LOOP... 9 CHAPTER 4: SETTINGS TRAINING MYTRANSACTIONS 2010 KELLER WILLIAMS REALTY, INC. iv

5 Introduction TRAIN THE PRESENTER Introduction TRAINING MYTRANSACTIONS 2010 KELLER WILLIAMS REALTY, INC. 1

6 Introduction eedge In the great Keller Williams tradition of agents building a world-class company for agents, there is a vision for a system that far surpasses any other. Nearly a decade ago, Keller Williams Associate Leadership Councils resoundingly approved eagentc. This program has fueled a solid and website presence. It s fueled kw.com and the KWLS. Today we have the same opportunity to change how we do business. It s a system envisioned by your Associate Technology Council by your fellow associates to save you a significant amount of time and to make you significantly more money. MYTRANSACTIONS- BROKER DASHBOARD 2010 KELLER WILLIAMS REALTY INTERNATIONAL 2

7 What is eedge? Introduction myleads Lead dashboard integrated with agent database Listing lead alerts, KW.com lead alerts Consumer behavior alerts Market Center lead router Site Activity Reports mycontacts Full feature contact database Integrated print fulfillment Task Manager Calendar Social Media Manager mymarketing Turnkey or customizable Automated 33 touch Pre-Listing, Listing and Buyer presentations Social media campaign Flyers- for Property and Open House Post cards with integrated print fulfillment Additional personalized website mytransactions Seamless from lead to appointment to close Online forms, document management, electronic signatures and storage Agent branded portal Reduce liability and E&O insurance MYTRANSACTIONS- BROKER DASHBOARD 2010 KELLER WILLIAMS REALTY INTERNATIONAL 3

8 Chapter 2 Chapter 1: Accessing the Broker Dashboard MYTRANSACTIONS- BROKER DASHBOARD 2010 KELLER WILLIAMS REALTY INTERNATIONAL 4

9 Chapter 2 mykw Control Panel After logging into you will see the mykw control panel. Under mytransactions, select messages or show options to go directly into starting a loop (transactions). Under show options you will have the following choices: Start New Transactions Buyer Transactions Listing Transactions Greensheet (To Start a New Transaction (Lists your Buyer Transaction Loops) (Lists your Listing Transaction Loops) (Access the Online Greensheet System) You will need to be on the Agent Home Page of mytransactions to access the Broker s Dashboard. From the mykw.kw.com dashboard, Click on the Messages Tab on the mytransactions section of the control panel. Then click on the home grey button in menu bar. MYTRANSACTIONS- BROKER DASHBOARD 2010 KELLER WILLIAMS REALTY INTERNATIONAL 5

10 . Chapter 2 Chapter 2: Broker Dashboard MYTRANSACTIONS- BROKER DASHBOARD 2010 KELLER WILLIAMS REALTY INTERNATIONAL 6

11 Chapter 7 Agent Home The Agent Home page is a snapshot of a virtual office. A Loop is a transaction, or a file. It will contain all the agents, clients, and forms associated with a transaction. Buying Loops are therefore offers, and Listing Loops are listings. There are greu tabs at the top of the page that contain all of your Loops. You can also manage your clients by selecting My Clients, see your notifications and activity log by clicking Messages, and manage various aspects of your account by clicking My Account. The rest of Agent Home is split into four sections. To access the broker dashboard, click broker dashboard on the 2 nd level of the navigation bar, and then select your market center. MYTRANSACTIONS- BROKER DASHBOARD 2010 KELLER WILLIAMS REALTY INTERNATIONAL 7

12 Chapter 7 Broker Home The broker dashboard contains a transaction list of transactions. You can filter this list by selecting specific statuses. Statuses mytransactions has a compliance workflow built in. The following are default statuses: Initiated Compliance Review Returned to Agent Ready for Listing Entry Withdrawn Listing Expired Listing Ready for DA DA Created Closed Terminated not Closed Training/Error Agent initiated Loop Agent submitted for compliance approval Loop returned to agent for changes Compliance Approved, Enter in WinMORE Listing Withdrawn Expired Listing Compliance Approved, Needs DA DA sent to Agent, Pending Closing Transaction closed in WinMORE, Archive Terminated, not closed Loop created for Training/In Error MYTRANSACTIONS- BROKER DASHBOARD 2010 KELLER WILLIAMS REALTY INTERNATIONAL 8

13 Chapter 7 Chapter 3: Reviewing a Loop MYTRANSACTIONS- BROKER DASHBOARD 2010 KELLER WILLIAMS REALTY INTERNATIONAL 9

14 Chapter 7 Search Loops To narrow the list of loops, click on the + sign to select specific statuses to search by. Continue to click the + sign to add additional statuses. Once you have all of the desired statuses selected, click search. To review the loop, click on the address. You can select a single document or select all to open all of the documents in the loop. Click Print. You will be prompted to save a pdf file or open the file. Select open. Using the tag icon to the right, you can tag the document as missing signature, missing date, etc. The tags are customizable and created at the time you enter one. Tags will be saved and can be used on other documents and/or loops. When you click on the yellow square sticky note icon, you are able to add a note that is visible to the agent or only to others with admin/broker dashboard access. Once you have reviewed the documents, update the status on the right to the appropriate compliance status. Click update status to save the new status. MYTRANSACTIONS- BROKER DASHBOARD 2010 KELLER WILLIAMS REALTY INTERNATIONAL 10

15 Chapter 7 Returning a Loop If a loop is not complete, select returned to agent and update the status. Depending upon your agents preferences they will receive either a text message or an regarding the status change. You can also send your agents a message within the system. Click on the bubble chat icon and a message box will appear. Enter the address for the subject line and in the body of the message explain what corrections need to be made. Click submit to send to the agent. The agent receives an (and text message if they signed up for text alerts) notifying them they have received a message in mytransactions with a link taking them directly to the message. Once they have made the corrections, they will resubmit. MYTRANSACTIONS- BROKER DASHBOARD 2010 KELLER WILLIAMS REALTY INTERNATIONAL 11

16 Chapter 7 Chapter 4: Settings MYTRANSACTIONS- BROKER DASHBOARD 2010 KELLER WILLIAMS REALTY INTERNATIONAL 12

17 Chapter 7 Broker Settings Many of the pieces of the broker dashboard are customizable to your local workflows. Dashboard Access Click edit to add additional users to the broker dashboard. Place a checkmark in the box next to the brokerage under the person s name and click save at the bottom of the screen. Agent Sorting Click Agent Sorting if you want the agents to be able to sort the order of the loop documents before submitting them for review. MYTRANSACTIONS- BROKER DASHBOARD 2010 KELLER WILLIAMS REALTY INTERNATIONAL 13

18 Chapter 7 Custom Loop Statuses Loop statuses allow you to track a loop through the compliance process. These are customizable and can be edited, inactivated or deleted. The default statuses are: Initiated Compliance Review Returned to Agent Ready for Listing Entry Withdrawn Listing Expired Listing Ready for DA DA Created Closed Terminated not Closed Training/Error Agent initiated Loop Agent submitted for compliance approval Loop returned to agent for changes Compliance Approved, Enter in WinMORE Listing Withdrawn Expired Listing Compliance Approved, Needs DA DA sent to Agent, Pending Closing Transaction closed in WinMORE, Archive Terminated, not closed Loop created for Training/In Error MYTRANSACTIONS- BROKER DASHBOARD 2010 KELLER WILLIAMS REALTY INTERNATIONAL 14

19 Chapter 7 Status Workflow You can automate your workflow based on specific actions that occur with specific statuses. Click create new to add additional workflow options. You will be prompted to enter the Starting Status, Status Trigger and the Resulting Status. This is more of an a logical if, then argument. In the example below: If the status is DA Created and the agent resubmits the loop, then the status is changed to Amendments Added. If no workflow is set up for a particular status and the agent clicks submit, the status will not be changed. MYTRANSACTIONS- BROKER DASHBOARD 2010 KELLER WILLIAMS REALTY INTERNATIONAL 15

20 Chapter 7 Broker Tags Broker Tags are a way to flag a file in a specific way. The can be compliance status or other file attribute tags. These tags can be used on the loop level, form level or even on an agent; anywhere you see the icon. To create your custom tags click on Create Tag. You will be presented with the following box to create your tag. Caution: If you delete a tag it will be removed from all loops associated with that tag. MYTRANSACTIONS- BROKER DASHBOARD 2010 KELLER WILLIAMS REALTY INTERNATIONAL 16

21 Chapter 7 Shared Documents In this section you can store.pdf forms for agents to access. Examples of forms you may want to store here would be the Company W-9 form, checklists, and the mytransactions Guide. When adding documents you can also select who this is available to. Access to the documents can be set for the entire Market Center or you can select certain people to be able to access the document. To load a form click on Add Document To locate the file to upload select Browse and navigate to the file. Name the document Select the Permissions Click Save & Continue MYTRANSACTIONS- BROKER DASHBOARD 2010 KELLER WILLIAMS REALTY INTERNATIONAL 17

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