The following process and resources are provided to enable market centers to prune their WinMORE vendors lists before entering Vendors into the CommandMC Vendor Directory.

This is expected to be a one-time process for use in Q1-Q2 of 2023 during the deprecation of the Vendor Management section of WinMORE and movement of that process into CommandMC.

Get an Idea of What the Vendor Directory is All About

During March 2023, the new Vendor Directory in CommandMC was released and the 3/21/2023 MCA Growth Call in Action was devoted to demonstrating the why and the how of this new Vendor Directory: click here to watch the recording (required Facebook login and KW MCAs group membership to view).

To summarize, this is an amazing opportunity for market centers to review their transactional vendors (lenders, closing entities such as attorneys and title companies, escrow, inspectors, home warranties, broker, and insurance), prune their lists, and create entries for frequently used parties to the transaction. This will allow associates to select commonly used parties to the transaction when they are moving through an opportunity and completing a commission request, rather than having to type all of the information in each time. In addition, associates can enter parties not on the market center list and request them to be added. This is intended to streamline communication around transactional vendors throughout the transaction - for associates and for market centers.

Preparing for the Initial Move from WinMORE to CommandMC

Step 1: Print Vendor Lists from WinMORE

To begin, let's get your vendor lists printed out of WinMORE

Title Companies: use the ad hoc LIST TITLE_COS BY TITLE_CO_ID COMPANY_NAME ADDRESS CITY STATE ZIP PHONE
Mortgage Lenders: use the ad hoc LIST LENDERS BY LENDER_ID COMPANY_NAME ADDRESS CITY STATE ZIP PHONE
Home Warranty Companies: Print > Vendor Reports > Home Warranty Company List

Step 2: Print the Vendor Use Reports for the Past Two Fiscal Years

To pull a report of every transaction an existing vendor has been added to in the last two fiscal years, use the ad hoc

LIST AGT_TRANSWITH VENDOR_ID = "%VENDORID%" AND WITH STATUS = "P" AND WITH CLOSE_PERIOD BETWEEN 202101 AND 202212 BY NAME_L BREAK-ON NAME_LDA DATE_CLOSED TYPE CLASS STREET_NO PROPERTY TOTAL UNIT TOTAL PRICE_CLOSED TOTAL LISTING_VOLUME TOTAL SALES_VOLUME

For reference, the last two fiscal years are 1/1/2021 - 12/31/2021 and 1/1/2022 - 12/31/2022

Use this report to narrow down the vendor entry list to the most commonly used vendors. You can always add more when you need them, but initially, we recommend entering the most frequently used vendors into the CommandMC Vendor Directory.

Step 3: Create Vendors in the CommandMC Vendor Directory

Just follow the steps provided in Add a Vendor in CommandMC (Leadership) and Edit Vendors and/or Add Additional Vendor Contacts (Leadership) to add and edit your Vendor Directory.

FAQs (coming soon)

Best Practices: Managing Your Vendor Directory in CommandMC (Leadership)

Get an Idea of What the Vendor Directory is All About

Preparing for the Initial Move from WinMORE to CommandMC

Step 1: Print Vendor Lists from WinMORE

Step 2: Print the Vendor Use Reports for the Past Two Fiscal Years

Step 3: Create Vendors in the CommandMC Vendor Directory

FAQs (coming soon)

Comments

Get an Idea of What the Vendor Directory is All About

Preparing for the Initial Move from WinMORE to CommandMC

Step 1: Print Vendor Lists from WinMORE

Step 2: Print the Vendor Use Reports for the Past Two Fiscal Years

Step 3: Create Vendors in the CommandMC Vendor Directory

FAQs (coming soon)

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