MCA Termination Checklist

What must our Market Center do immediately when we terminate the MCA?

1. Remove the MCA from WinMORE to remove access to KW systems (KWConnect, White Pages, Reports, Command, CommandMC). Click here for directions. (NOTE: if the MCA is dually affiliated with another market center, reach out to your region to have the MCA/AMCA and another leadership role immediately removed from the associate to restrict access.)
2. Recover access to the market center KLRW email account; the OP or TL may reach out directly to MCASupport@kw.com for assistance with this process.
3. Notify bank to block any access to accounts and to account information such as online banking. It is typically someone with signature ability to contact the bank.
4. Get office keys from MCA and have office locks changed.
5. Locate back up files for AccountEdge and WinMORE. These programs are supposed to be backed up daily to a server; this may be to a thumb drive.
6. Ensure you have passwords for all accounts and computers; then change password on any computer the MCA might access.
7. Make a plan for handling transactions and transmittal in lieu of MCA.
   
   NOTE:  If assistance is needed from MC Services please email MCServices@kw.com or visit the Command MarketPlace (search MCA) for options regarding remote or onsite MCA support during your transition.