System Defaults generally remain the same and are unique to your Market Center. The values are used to populate Market Center name and contact on Distribution Authorizations and 1099s as well as default cap amounts when entering new associates or comparing caps for exceptions reports. Some defaults require approval from KWRI and a password to save the change.
| Windows 11 Alert: numeric defaults cannot be updated in Windows 11. While the field will appear to accept the new information, Windows 11 applies formatting that cannot be read by WinMORE. This means that WinMORE does not actually recognize the new information, and the new information will not sync with Command. |
| Command Update Expectations: when you update a default - such as the market center cap or the E&O - the update will reflect in Command after the next transmittal is completed. |
| Default Approval Required: Before changing the system defaults, make sure your Team Leader and/or Operating Principal approve all defaults. In some cases, such as the market center cap, regional and KWRI approval are required and the change cannot be made without that approval and a time-limited password. Review this section with them to verify that your defaults conform to the Franchise Agreement for the MC. |
- Click Setup and then System Defaults.
- The System Defaults and Controls screen will appear.
- Click the Read button to view your MC WinMORE defaults.
- Double-click the default you wish to change. See the following table for detailed system default field descriptions.
- Type in the new “value” for the default.
- Click the Save button to save your changes.
|
System Default Field |
Description |
|
100PCT_CO_DOLLAR |
The standard Company Dollar Cap used in your Market Center |
|
ADDRESS |
MC address |
|
AREA_CODE |
MC phone area code |
|
CASH.ACCT |
MC checking account AccountEdge general ledger account number to be used for MORE deposit slips. This is usually the 1-0200 Cash – Depository account, but if your MC deposits commission checks to the Cash – Operating account, enter 1-0100. |
|
CHECK_FOR |
The standard type of closed DA check your MC receives |
|
CITY |
Your city |
|
CO.NAME |
MC legal company name. Please do not enter the MC legal entity’s DBA! This is the MC company name used on the MC’s Franchise License Agreement. |
|
COMMISSION_SPLIT |
The standard associate commission split used in your MC. Enter it as a whole number without the percentage sign. For example, if the standard Company Dollar split in your MC is 70 percent, enter 70. |
|
COUNTRY |
MC country, i.e., United States or Canada |
|
COUNTY |
The county in which the MC resides |
|
DA_NAME |
MC name printed on DA. If the company name is entered here, the MC legal company name will print on the DA. |
|
DA_NUMBER |
Default DA number for new DAs |
|
DBA |
The MC "doing business as" company name |
|
DEPOSIT_NUMBER |
The active deposit number for the next WinMORE Bank Deposit Slip |
|
DIVISION |
not currently used |
|
ENTITY_TYPE |
M for Market Center |
|
EO.AGENCY |
E&O company name and address |
|
EO.INFO |
MC E&O insurance account number; Market Center name, address, owner name, and telephone number |
|
EO.INS |
E&O insurance amount per transaction if your MC plans to deduct E&O insurance from each closing. For example, if your MC wants to collect $25 per closing, enter 2500 (without the decimal point). If the MC invoices all associates for E&O through AccountEdge Associate Bills, enter zero. |
|
FAX.PHONE |
Your fax number |
|
FRANCH.AREA.CODE |
Your franchise area code. Never change this without authorization from KWRI. This code sets your Market Center’s Franchise Royalty rate structure. |
|
FULL.STATE |
Full name of the state in which the MC is located, i.e., Texas |
|
GL_PATH |
The location of your AccountEdge deposit import folder \MOREDEPS, i.e., C:\WINMORE3\MOREDEPS |
|
LISTINGS_VOLUME |
not currently used |
|
LISTING_NUMBER |
not currently used |
|
MARKET.CENTER |
The Market Center number (DO NOT enter with preceding zeroes) NEVER CHANGE THIS DEFAULT! |
|
MAX_AGT_TRANS |
The maximum number of DA - Associate Detail screens available for a single DA—standard is 20 |
|
MAX_DA_TRANS |
The maximum number of individual co-brokers, outside referrals, and deductions available for a single DA—standard is 20 |
|
MONTHS_WRITTEN |
not currently used |
|
MONTH_WRITTEN |
not currently used |
|
PHONE |
The MC phone number |
|
REGION |
The MC Region number |
|
ROYALTY |
The amount of GCI (Gross Commission Income) per associate for which Franchise Royalty is paid as per your Franchise Agreement. (For example: $50,000 is entered as 50000.00 or $60,000 is entered as 60000.00)—do not change this field unless instructed to do so by KWRI or your Regional Director. |
|
ROYALTY_SPLIT |
The standard percent your associates pay of Franchise Royalty, i.e., 100 percent of the 6 percent = 100. Enter it as a whole number without the percentage sign. Do not change this field unless instructed to do so by KWRI or your Regional Director. |
|
STATE |
Two-letter state or province abbreviation |
|
TAX.ID |
The MC nine-digit tax identification number (without dashes) |
|
TAX_RATE_GST_OR_ST |
Tax on commissions default that will be used in a future update to WinMORE |
|
TEN99_MINIMUM |
The amount of accumulated payments for services requiring a Form 1099 (currently 600) |
|
ZIP |
Your MC postal ZIP code |
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