Associate Entry: Adding a New Associate to WinMORE – KWMCAngel

Click on Enter - Associate - Create New

A web page will open and you will enter the name and SSN/SIN of the associate you are entering into WinMORE.

Click Submit

NOTE: The results of a search will appear. If there is anyone matching the SSN, only their record will appear. If there was no direct match then anyone with similar names will appear. Click the "Click here to create new associate" link to begin creating a new associate in the KW White Pages.

Note: If the persons listed is a direct match on the SSN/SIN number, you will NOT have the option to create a new associate record, you must select from their existing record (see “Adding or Transferring an Existing Associate”).

A warning message will appear.

Click OK to create a new associate.

Complete the required fields, which are indicated by the asterisk (*).

See the table below for detailed articles on the field descriptions for each tab.

Field	Description
First Name*	Verify that the associate’s first name is entered exactly as it appears on their SSN or SIN card.
Last Name*	Verify that the associate’s last name is entered exactly as it appears on their SSN or SIN card.
DBA Name	USA Only - If the associate has formed an LLC legal entity for their real estate business and opted to use their Social Security number, enter their LLC legal name here. Otherwise, skip this field.
SSN/SIN	Enter the associate’s SSN or SIN exactly as it appears on their SSN or SIN card.
Role	Agent: For any Licensed Associates, including licensed Market Center Staff. Administrative Staff: For any Non-Licensed Associates, including Market Center Staff. NOTE: If you are adding an OP, TL, or MCA or other Market Center Leadership roles you will select a role from the drop down and then ask your Regional Director, Regional Operations Manager, or Regional MCA to email roster@kw.com with the request that the appropriate leadership role be added to this associate.
Business Phone(*)	Enter the associate’s business phone number. (*) At least one phone number is required.
Home Phone(*)	Enter the associate’s home telephone number. (*) At least one phone number is required.
Mobile Phone(*)	Enter the associate’s cell phone number. (*) At least one phone number is required.
Current E-mail*	Enter an email address that the associate is currently using. The system will send the associate’s intranet username and password to this email address.
Start Date	This field will autopopulate with today’s date. Enter the actual date the associate’s real estate license was transferred to your Market Center or the actual date the Market Center employee was hired. NOTE: If the start date is not in the current WinMORE month (for example, on the 1st of the month before transmittal) and the associate is approved by Market Center leadership to join the KW intranet, the associate will be listed as Pending. They will get access to myKW, but will not be entered into WinMORE until after the current month transmittal. After transmittal, you will be able to download their information into WinMORE and complete the associate record. To remove a Pending associate email MCASupport@kw.com.

Click the Submit button

Click the Close this window link to return to WinMORE.

Complete the required fields in each of the associate record tabs. See the links below for detailed descriptions of each filed on those tabs:

Associate Tab

Commission Tab

Profit Share Tab

History Tab - unused at this time.

Carefully review your entries for the entire associate file before saving. Remember, a correct Sponsor ID is critically important because of our Profit Share system.

Click Save once all of your entries are correct.

IMPORTANT NOTE: If a new associate is a team or group member, immediately go to Enter Teams Administration and set them up on the team or group BEFORE POSTING ANY DAs for this associate! For more information on setting up a team or group, see Team and Group Documentation on myKW under Technology.

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