This article is under construction! The process for entering new associates into the KW System has changed, associates are no longer directly entered into WinMORE. The new process includes the Market Center creating a Recruit Card in Command MC, then inviting the recruit to the Market Center, and the recruit completing the KW Joining Portal.
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The Associate tab contains the Associates status, sponsor, basic contact information, licensing information, and relevant dates with KW. The table below lists the fields on this tab along with a basic description of the use of each field.
The process for entering new associates into the KW System has changed, associates are no longer directly entered into WinMORE. The new process includes the Market Center creating a Recruit Card in Command MC, then inviting the recruit to the Market Center, and the recruit completing the KW Joining Portal.
- Click here to learn more about the workflow and best practices for onboarding associates.
If you are editing an associate record, the only field you are able to update, on this tab, is the MC CO$ Anniv. Date field. Everything else needs to be updated in the Command MC Associates Applet, and then the changes synced to WinMORE.
Field |
Description |
ID |
The ID number will auto populated. It is the last four digits of the associate’s SSN or SIN. Each associate in your Market Center should have a unique ID number. If you have two associates with the same last four digits, the system will automatically add or delete one. |
SSN ONLY |
The SSN or SIN will auto populate this field from the Command MC Associates Applet. |
Status |
View the status of the associate. There are 4 possible: A - Active License: The Market Center holds an Active Real Estate License for this individual. This includes Agents, and Agent assistants who have a real estate license. Team Leaders and other staff members who have a real estate license are also included. PO - Personnel/Print Only: Used for unlicensed MC staff members or unlicensed associate assistants. VR - Vested/Retired: An associate that is no longer active with KW and is part of the Profit Share system as a result of being Vested. R - Removed: An Associate who is no longer active with KW and NOT a part of the Profit Share system for one of the following reasons: Please see the Associate Status Combinations article for a list of qualified status/productions status combinations and detailed descriptions of each. |
Prod Status |
View the production status for your associate. There are 5 possible production statuses: A - Associate/Individual: an associate who works as an individual producing agent R - Referral: Associates who are not actively selling real estate, and the only transactions booked for them are referral income. S - Market Center Staff (employees). For example, the TL, MCA, Call Coordinator. O - Other: Any associate who is an assistant to a licensed associate, team or a group, who handles clerical, administrative, and service functions that do not require a real estate license. Also used in the transfer process. D - Associate is removed or vested retired from your Market Center.
The following statuses are now deprecated: TA - Team Associate: Deprecated TM - Team Member: Deprecated TS - Team Staff: Deprecated |
Date Removed |
View the date that the associate license was actually removed from your Market Center (when a non-vested associate leaves Keller Williams Realty, and their status changes to R or when a vested associate status changes to VR). This date does not have to be in the current period. |
Sponsor ID |
The Sponsor ID is synced into your WinMORE associate record from Command MC.
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Sponsor Name |
Populates based on the Sponsor MORE ID |
Last Name |
View the LEGAL last name of the associate. This will be used for tax reporting purposes. |
First Name |
View the Legal first name of the associate. This will be used for tax reporting purposes. |
Address, City, State/Province, Zip/Postal Code, Country |
View the mailing address information of the associate. This will be used for tax reporting purposes. NOTE: this should not be the market center address. |
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View the active, non-KW email address of the associate. |
Roster Name |
View the nickname or name they wished to be referred to by of the associate. |
DBA Name |
If the associate has a DBA, but does not have a separate business license/EIN number, view that DBA name in the DBA Name field. |
Gender |
View the gender of the associate. |
Real Estate License Date |
View the expiration date or the renewal date for the associate’s real estate license. Make sure you have a policy for which one you use in your market center and stay consistent. |
Real Estate License Number |
If the associate is licensed in your market center, View their Real Estate License Number. |
Phone Number |
View the associate’s Phone Number. |
Box |
Office extension or mailbox number or other identification purposes. |
Enroll Date |
The date the new associate's license transfer was signed (or effective date of license transfer) and accepted by your Market Center broker. For office staff, this would be the day the employee (staff member) was hired. |
Start Month, Start Year |
View the starting month/year from which to count the required years until the associate is vested. For any associate that joins or joined Keller Williams prior to April 1, 2020, once the associate has been affiliated with Keller Williams for 3 consecutive years, they are vested in the Profit Sharing Program. For any associate that joins Keller Williams on or after April 1, 2020, and remains affiliated with Keller Williams for 7 consecutive years, they are vested. |
MC Co$ Anniv. Date (This is the only editable field on this page) |
This is the date from which the associate’s Co $ Cap is tracked, which is usually the first day of the month AFTER the Enroll Date field above and will default as such. If the Associate has a closing in their enroll month, then this should be updated to the month they join. |
Royalty Anniv. Date |
This is the date from which the associate's Royalty Cap is tracked, which is the date the associate completes the KW Joining Portal and is officially added to the MC roster. |
Birthday |
View the associate's birthday. For example, October 19, 1948 is entered as 10/19/1948. |
Real Estate Date |
View the date the associate first received his/her real estate license. This is NOT the date that the associate joined Keller Williams Realty. This is the date the associate was activated as a Licensed Agent in the Associate Applet. |
Next: History Tab - unused at this time.