DA Entry – Part 1
If you are not using Command Commissions and Get Opportunity in WinMORE, you can create a Disbursement Authorization in WinMORE. If you are using Command Commissions, follow the instructions to Import a Commission Request from Command into WinMORE and then complete the following instructions. See also KWConnect at kwconnect.kw.com. Enter as much information in these screens as possible. If information is not entered into the DA (e.g. buyer/seller info) it will not be available for reporting. |
1. Part 1 of the DA Entry contains the property and client information. You can retrieve this information from Command online, or from the sale paperwork.
2. Complete each field in the top portion of the window with the appropriate information.
Field |
Description |
DA # |
If you did not pull in a commission request, click New for a new DA number to be assigned automatically. If you did pull in a commission request, WinMORE has already assigned a DA number automatically. |
DA Type |
Enter a DA document type code. R: Residential Property C: Commercial Property |
Adjustment Type (Only used for Adjustment DAs) |
Select the type of adjustment DA. Regular: Most adjustment DAs are regular adjustments. Approved: If your adjustment DA is to transfer Company Dollar to another Market Center due to incubating agents or agent transfers, select “Approved.” NOTE: For more information on transferring Company Dollar, please read this article which will guide you step-by-step. |
Deposit # |
When a DA is posted, the deposit slip number is automatically assigned. |
Closing Date |
When entering a new DA, enter the expected closing date. When posting a DA, enter the actual check date. When terminating a DA (Status = T), change the closing date to a current transmittal month date. If the check was received late, and the month the closing actually occurred in has already been transmitted, enter the first day of the current transmittal month. If you receive a check dated after the last day of the current transmittal month, hold this check aside and post this DA after the current month is transmitted. This is especially critical at year end! Never close DAs for money received in the next year or the agent’s 1099 will be incorrect! |
Change to DA # |
If you are entering an adjustment DA, enter the original DA number. |
Status |
WinMORE automatically adjusts this status field. I: When entering a new DA, the status is I for “Incomplete.” U: When the DA is saved with associate information, the status changes to “U for Under Contract.” P: When you post a DA, the status changes to “P for Posted.” T: When you terminate a DA, the status changes to “T for Terminated.” |
Contract Date |
Enter the date the contract was accepted. The earliest contract date that can be entered is the first day of the current transmittal month. NOTE: If the closing date is past the associate anniversary date, WinMORE will calculate the appropriate amount of CO$ and royalties in anticipation of the new anniversary year. |
Type |
Enter the type of transaction. See the appendix for valid Type/Class combinations. L: Listing sold (1 unit) S: Sale (1 unit) B: Both – listing sold and sale sold (2 units) NL: Listing (no units, i.e., a note payment) NS: Sale (no units, i.e., a note payment) NB: Both (no units, i.e., a note payment) O: Other (no units, i.e., referral income) NOTE: There is a special procedure for transactions with multiple payments. The first note payment is assigned a DA Type L (listing sold), S (sale), or B (both sides) with units assigned appropriately. Subsequent DAs are assigned a DA Type of NL (no-unit listing), NS (no-unit sale), or NB (no unit, both sides). |
Listing Source |
If applicable, enter the source of the listing side of the transaction. If your MC associate sold a co-broker’s listing, skip this field. S: Sign A: Advertisement O: Open House R: Personal Referral C: Corporate Referral P: Prospecting B: Previous customer T: REO Account N: New Home Account F: Farming D: Duty Desk (phone opportunity) M: MLS I: Internet |
Property Code |
Enter the type of property. R: Resale/Individually Owned N: New Home L: Lot F: Farm and Ranch X: Lease |
Class |
Enter the class for the transaction. P: Property L: Lease R: Referral Income O: Other (personal transactions with zero Company Dollar and note payments) NOTE: When entering a Type O (Other) and Class R (referral), do not enter the DA until the referral check is received. If you enter it before the closing and the transaction does not actually close, you will not be able to transmit. You can not terminate a Type O Class R Disbursement Authorization. Submit a request to MCA Support by completing this form if you inadvertently prematurely enter a referral DA. NOTE: Please refer to the KW Policies & Guidelines Manual for guidelines regarding personal transactions. |
Sale Source |
If applicable, enter the source of the sale side of the transaction. If a co-broker sold one of your Market Center’s listings, skip this field. S: Sign A: Advertisement O: Open House R: Personal Referral C: Corporate Referral P: Prospecting B: Previous Customer T: REO Account N: New Home Account F: Farming D: Duty Desk (phone opportunity) M: MLS I: Internet |
Commercial Use Type |
If applicable, select the use for the commercial property. O: Office I: Industrial R: Retail D: R&D/Manufacturing M: Multi-Family L: Land X: Mixed Use V: Hospitality O: Other |
REO, HUD/VA, Short Sale |
Check the appropriate box if the deal is an REO, a HUD/VA, or a Short Sale. |
3. Complete each field in the Listing portion of the window with the appropriate information.
Field |
Description |
Listing # |
If the type of transaction is L or B, enter the listing number from the listing entry area of WinMORE. If the type is not an L or B, skip this field and complete the rest of the property information. Tip: Press Alt + down arrow to use the lookup function. NOTE: If you enter a listing number, the remaining fields automatically populate from the listing record. |
MLS Area |
Enter the area (determined by the Multiple Listing Service) for where the property is located. |
MLS Number |
Enter the MLS number for this listing. |
Street # |
Enter the street number only. |
Street Name |
Enter the street name. |
City |
Enter the city. To accept the default, press the Tab key. |
St |
Enter the two-letter abbreviation for the state. To accept the default, press the Tab key. |
ZipCode |
Enter the appropriate zip code. |
County |
Enter the county. To accept the default, press the Tab key. |
Subdivision |
Enter the name of the subdivision. |
Map Grid |
Enter the map grid (used by your MLS) for this property. |
4. Complete each field in the Buyer portion of the window with the appropriate information.
Field |
Description |
Purchaser |
Enter the name of the purchaser with the first name first, then the middle initial, and the last name last. This information is required by the E&O insurance underwriters. |
Phone |
Enter the phone number (preferably a work phone number) of the purchaser if you know it. This field is optional. |
Owner Occupy |
Check this field if the purchaser will occupy the property, otherwise leave it empty. |
5. Complete each field in the Seller portion of the window with the appropriate information.
Field |
Description |
Salutation |
Enter the appropriate choice for the seller’s salutation. |
Seller |
Enter the seller’s name as it should appear on an envelope. NOTE: If this DA is transaction type L or B, the seller’s name will default from the listing record. |
City |
Enter the name of the city the seller is moving to, if known. |
State |
Enter the name of the state the seller is moving to, if known. |
Seller phone |
Enter the telephone number(s) for the seller. |
Import a WinMORE Deposit into AccountEdge
Importing a Greensheet into WinMORE
Import a Commission Request from Command into WinMORE