When an associate is incorporated and your MC wants to include their corporate name on all DAs and your state real estate commission/department allows it, set up the associate’s corporation, LLC, general partnership, etc., here. Once this record is saved, it can be added to an associate’s record.
Note: See Associate Record Commission Tab and Associate Record Profit Share Tab for information about entering EINs in the associate record.
- Click Enter and then click Companies from the WinMORE Enter menu to terminate a transaction.
- The Company Entry screen will appear.
- Complete the Company Entry fields. Note: ensure you have proper documentation on file for tax purposes.
Enter the corporate EIN. If the associate formed an LLC and opted to use their SSN/SIN number for the LLC EIN, do not enter a company.
Instead, enter the LLC name in the associate record “DBA Name” field.
Enter the company’s name per the corporation legal documentation.
Enter the company’s address per the corporation legal documentation.
City State/Province Zip/Postal Code
Enter the company’s city, state/province, and postal code per the corporation legal documentation.
Select the appropriate radio button for the company’s tax status.
- Click the Save button.