Import a Commission Request from Command into WinMORE – KWMCAngel

Once a Commission Request has been approved in Command MC, you may import it into WinMORE through the DA Entry.

Pro Tip: The best practice is to import as soon as the Commissions request is approved, because if a change is made to the Opportunity between approving the Commission request and importing into WinMORE, you will see an error when trying to import.

The following fields are imported into the DA, from the Opportunity, and only need to be verified in the DA Entry:

Page 1 of the DA	Page 2 of the DA	Agent Detail section of the DA
DA# (which also gets pushed back to Command and is assigned to the opportunity) DA Type Closing Date Contract Date Type Class Property Code Buyer name	Price Commission percentage Commission amount Other Bonus Total Commission Gross Commission w/Tax Concession Outside referrals Units Status	Associate ID Agent Name Team/Group ID Team/Group Name Type Class Agency Unit Gross Outside referrals Bonus Concession Associate Split % Royalty Split % Associate Commission E&O Insurance Associate Royalty Inside Paid (referral) Concession Adjustment KW Cares KW Kids Can KW Family Fund Deduction amounts

Please be sure to make note of the Property Code field and verify R for residential or C for commercial. Also be sure to manually enter the Commercial Use Type.

To learn how to import an Opportunity into WinMORE, follow the steps below:

1. In WinMORE, select Enter, then DA.

2. Click the Get Opportunity button for a list of approved Opportunity. A list of approved Opportunities will appear.

Note: (If there are no Opportunities, the list will be blank. Click the OK button to close the dialogue box.)

NOTE: When you observe duplicate or "stuck" opportunities for DAs that have been posted, this indicates that you have imported a duplicate request from the associate. Please take two steps at this time:

report the duplicate stuck opportunity along with screenshots of the Get Opportunity Queue, the associate's Offers & Commissions showing two entries, and the posted DA with the matching DA number to MCASupport@kw.com
develop an internal operating system for checking for existing commission requests or unposted DAs for each opportunity to prevent this from happening; this may include educating your associates on the correct method for submitting commission revisions, which is the most common cause of a duplicate commission request from an agent.

3. Click on the appropriate Opportunity and then click the OK button.

4. A confirmation box will appear telling you the Opportunity ID and the number of agents to be added to the DA.

5. A prompt for the next DA number will appear.

NOTE: The default DA# should not be overridden.

6. Click the OK button.

7. Many of the data fields on part 1 and part 2 of the DA Entry as well as the Associate Details will be auto-populated. You may change any information as needed. NOTE: For Type L listings, the listing needs to be entered into CloudMORE Listings before you can create a DA for it.

8. Edit any fields as needed.

9. Click the Save button.

NOTE: IF there is an Outside Broker, Co-Broker, and/or Deductions on the Opportunity, a window will appear to allow you to select and link to an existing Winmore record, or create the one as entered on the Opportunity. Click the proper record (or search to find it) to link to an existing record. Click <Add the ..... > to create a new record on the fly.

Enter a DA - DA Entry Part 1

Enter a DA - DA Entry Part 2

Post/Close a DA

Import a WinMORE Deposit into AccountEdge

Print a DA

What is a Greensheet?

Importing a Greensheet into WinMORE

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