Manage (Approve, Reject, Edit) Agent Vendor Submissions in Command MC

When an associate closes a transaction, several types of assisting business entities are frequently involved. These businesses used to be entered as vendors into WinMORE, to be recorded as either Mortgage or Title. Now, Market Center leaders have the ability to build a cloud-based vendor database, in Command MC. You can add the following types of vendors: Mortgage, Home Warranty, Attorney, Broker, Title, Escrow Officer, Insurance, and Inspector. 

Agents can now associate vendors with their Opportunities, in Command. If an agent tries and fails to find a specific vendor to associate with an Opportunity, they have the ability to create new vendor branches, and/or new vendor contacts. When an agent submits a new vendor branch/contact, you can review and approve or reject that submission in Command MC:

Access

1. Log in to https://agent.kw.com with your KW login credentials.

2. Click Command MC at the top of the page.

3. Click the Administration icon, , on the left side of the page.

4. On the left side of the page, click Vendors.

• As agents submit new vendor branches or representatives, you will see a red circle with the number of submissions to take action on, to the right of the Vendors menu item.

5. You will see a red circle next to each new agent vendor submission, click on the Company/Branch Name to view the details.

6. Review the new vendor submission, including the branch information, at the top of the flyout menu. If you need to make edits before adding the vendor contact, click the ellipses icon, , next to the vendor contact, then select Edit Contact Details. When you save the new information, it will also add the branch/contact to the vendor database.

• When you are reviewing a vendor, if this is the only contact in the list, that means you are also making a decision on whether to add the actual branch, in addition to the vendor contact. 

7. If the information looks good, click Add Contact. If you don't want to add the new vendor contact, click Remove.

• If you click to remove the contact, it will not be added to the Market Center vendor list, but the agent will still be able to use that vendor contact in their Opportunity.

8. If you are approving both a contact and branch, a confirmation will appear. Click Approve Contact and Branch.

• If you are only approving the vendor contact, no confirmation will appear.

Once added, other agents in the Market Center will be able to search for and select the new contact/branch.