Only Market Center Leaders with the OP, MCA or TL roles have access to view, submit, and manage sponsorship change requests, in Command MC. |
Section 4.9.4.34.7 of the Policy & Guidelines Manual states: An associate is not allowed to change his/her mind about who they list as their sponsor once they submit a Binding Sponsorship Agreement.
Policy For Sponsorship Changes Due To Typographical or Clerical Error
If an individual’s sponsor has been entered into the Profit Sharing Program, it may be changed due to a typographical or clerical error as long as the error is corrected in the system within 90 calendar days of the date the individual originally joined Keller Williams Realty; the 90 calendar days begins on the KW Start Date recorded in the new associate's Command MC Associate Record.
Policy For Sponsorship Changes Due To Substitute/Temporary Sponsor Selection
Section 4.9.4.34.8 of the P&G states: Should an individual’s intended Permanent Sponsor be someone who is not currently affiliated with Keller Williams Realty, the individual must designate a Substitute (Temporary) Sponsor when they originally join the system. If the Permanent Sponsor joins Keller Williams Realty, within the ninety-day grace period from the individual’s start date, the individual’s Substitute Sponsor in the system may be changed using the same procedures as those for typographical errors as outlined in Section 4.9.4.33.7.
- There is a Substitute Sponsors Report in Command MC you can view to see all of the agents in the Market Center who chose the "My Sponsor Intends to Join Within 90 Days" option, when completing the KW Joining Portal. Those associates have 90 days to submit a Sponsorship Change Request, or to have their Market Center submit a Sponsorship Change Request on their behalf.
In Command MC, we have a new page to view, manage, and submit Sponsorship Change Requests:
1. Log in to https://agent.kw.com with your KW login credentials.
2. Click Command MC at the top of the page.
3. Click the Administration icon, , on the left side of the page.
4. Click the Sponsorship section, on the left side of the page, then select Corrections beneath.
Manage Agent Submissions (Substitute/Temporary Sponsor Only)
In the case of a new associate selecting a Substitute/Temporary Sponsor, the agent has the ability to submit the Sponsorship Change Request via their KW Profile. In the MyKW Sponsor section of the profile, these agents will see an alert that their permanent sponsor is pending joining KW. The message will show the date they must submit the request by, once their sponsor joins the KW system, along with a link to actually submit the request.
When a new request is submitted by an agent (or by an MC leader who needs another MC leader to approve), you will see a red circle next to the Corrections menu item, in the Admin applet. This shows the number of "Action Required" requests in the queue: |
1. Once the request is sent by the agent, you can view and manage the request in Command MC. New agent requests will appear with the Action Required status, click View Request.
2. You will see the details of the request, with the option to either Approve or Reject. Click Save, at the bottom right of the page, when ready.
Once approved by your Market Center Leadership (OP, TL, or MCA), an email will be sent to the Substitute/Temporary Sponsor, letting them know. They will have 14 days to take action, in the email, to disagree with the change.
Once the 14 days have passed, the Region will need to approve the change, then KWRI. Once it is all approved, the change will hit the Associate Record, in Command MC, and the agent's profile.
Submit Change Requests on Behalf of the Agent
If a Sponsorship Change Request needs to be submitted for typographical or clerical errors, or if you need to submit a substitute/temporary sponsor change, on behalf of the associate, you can also submit requests from this page as well:
1. At the top right of the Sponsorship Correction Requests page, click New Request.
2. In the New Request form, complete the form and click Send Request.
- Select the Associate you are submitting the request for.
- Select who you will change the sponsor to.
- Select the type of correction (Substitute Sponsor or Clerical Error).
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- If you selected Clerical Error, type out what happened to cause this, in the Reason field.
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3. Once the request is sent by the leader, another MC leader must approve the request. If the MCA submits the request, the OP or TL must then approve it. You can view and manage the request in Command MC. New agent requests will appear with the Action Required status, click View Request.
- Once the request is sent, the agent will receive an email letting them know about the request. The Market Center will have to wait 7 days before they can approve the request. This gives the agent time to review and potentially reach out to cancel (reject) the request.
4. You will see the details of the request, with the option to either Approve or Reject. Click Save, at the bottom right of the page, when ready.
For Substitute/Temporary Sponsor Requests:
Once approved by your Market Center Leadership (OP, TL, or MCA), an email will be sent to the Substitute/Temporary Sponsor, letting them know. They will have 14 days to take action, in the email, to disagree with the change.
Once the 14 days have passed, the Region will need to approve the change, then KWRI. Once it is all approved, the change will hit the Associate Record, in Command MC, and the agent's profile.
For Clerical Error Requests:
Once the leader sends the request, the agent will receive an email, letting them know about the request. If they want to rescind the request, Market Center Leadership will reject the request. Once approved, the Region will need to approve the change, then KWRI. Once it is all approved, the change will hit the Associate Record, in Command MC, and the agent's profile.
Change of Sponsorship When Returning to the Market Center or Joining Another Market Center After a Nine-Month Absence (Non-Vested)
Section 4.9.4.33.9 of the P&G Manual states:
- Individuals moving from one Keller Williams Realty Market Center to another, individuals who go to work as an assistant or member of another associate’s team or group, and individuals who leave Keller Williams Realty for a period of time and later return, all keep their original sponsors unless they are away from the Keller Williams Realty organization for at least nine (9) months.
- Upon their return to Keller Williams Realty, after the minimum nine-month period, they may then choose a different sponsor provided they were not already vested at the time of their departure.
- NOTE: Once an individual is vested in the Profit Sharing Program, their sponsorship cannot be changed.
In this case, the associate will automatically have an extra step to pick a new sponsor, in the The KW Joining Portal Workflow (Returning to KW Associate Entry).
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