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A COMPREHENSIVE GUIDE TO WINMORE 

Windows Management Operations in Real Estate—or WinMORE—is proprietary software
developed by and for Keller Williams Realty. It’s used in conjunction with business accounting software, either AccountEdge© in the United States or Lonewolf in Canada, to systematize your Market Center’s operational and financial information. 
The WinMORE system is a powerful program that helps you record, organize, and access the following information:

• Associate activity: both production and commissions
• Projected Company Dollar
• Property information from listing to closing
• Applicable dates for Company Dollar, Franchise Royalty, Profit Share Vesting, and Profit Share sponsor/banking information for each associate in your Market Center 
• Produces annual form 1099s for all associates, co-brokers, and outside referrals as necessary
• Additional features include memos to associates about transactions that did not close on time, award reports, commission deposit reports for easy import into AccountEdge, and much more

GETTING STARTED

1. Maneuvering through the WinMORE System
2. How Information is Organized in WinMORE
    

MANAGING ASSOCIATE RECORDS

• Creating Associate Records: Overview
• Associate Entry: Decision Tree
• Associate Entry: Adding a new Associate to WinMORE
• Associate Entry: Adding or Transferring an Existing Associate
• Associate Record: Associate Tab
• Associate Record: Commission Tab
• Associate Record: Profit Share Tab
• Associate Record: History Tab
• Searching for an Associate Record in WinMORE
• Deactivating An Associate leaving the Market Center
• Making a Vested Agent Active
• Sponsor Correction Process
• Associate Status Combinations
• What is Cap Management
• Associate Transfer Process

LISTINGS

DISBURSEMENT AUTHORIZATIONS (DAS)

• What Is a Disbursement Authorization (DA)?
• Pull a Greensheet into WinMORE
• Enter a DA
• Remove an Associate from a DA
• Print a DA
• Post a DA
• Change a Posted DA In Current Period (not transmitted)
• Terminate a DA
• Adjustment DA - Outside Referral

MISCELLANEOUS OPTIONS

• Enter Companies
• Enter Vendors in WinMORE
• Enter Co-brokers
• Add Outside Brokers
• Enter Home Warranty Companies
• Enter Deductions
• Accessing the Team Tool
• How Do I set up an Expansion Team in my Market Center

PRINT REPORTS,  COMPLETE MONTH END, AND COMPLETE YEAR END

• Overview of Print Procedures
• Overview of Month-End Reports
• Overview of Year-End Reports

SETUP WINMORE AND USE OTHER WINMORE FEATURES

• Setup WinMORE
• Work with Other WinMORE Options
• Use the Internet Menu Options
• APPENDIX
• MCA Checklists Overview