View or Edit Associate Details

To view associate details, complete the following steps:

Note

CommandMC is available only to certain KW roles. For more information, see CommandMC Access by Role.

  1. From a browser, go to: https://console.command.kw.com.

  2. Log in using your Keller Williams user name and password.

  3. On the top-left corner, click CommandMC.

  4. On the left toolbar, click Associates associates-icon.

    A list displays of all your Market Center associates.

  5. Search for the correct associate. For more information, see Search Associates.

  6. Click the associate name to view the associate details.

    The left-side of the Associate Details window includes the following editable sections:

    • Contact information

    • General Information

    • Emergency Contact

    The right-side contains the following tabs with editable information:

    • Business tab - contains business, incorporation, caps and splits, real estate license, and MLS information

    • Financial Info tab - contains profit share bank and beneficiary information

    • Appointments tab - contains any recruit appointments

    • SmartPlans tab - contains associate SmartPlans

    • Need Analysis tab - contains a needs analysis for the associate

    • Tasks tab - contains associate tasks

    • Deductions tab - contains all deductions for this associate

    • Notes tab

    • Timeline tab

  7. Click the edit icon, edit-icon for the section or tab that you want to modify.

  8. Edit the necessary information in the pop-up window and click Save Changes.

  9. Also, on the right-side of the Associate Details window, you can:

    • Click on the Appointments tab to view appointments related to this associate. Click Add New to add an appointment. For more information, see Add an Appointment.

    • Click on the Tasks tab to view Tasks related to this associate. Click Create Task to add this associate. For more information, see Tasks within Associates.

    • Click on the Notes tab to view notes related to this associate. You can sort tasks by Most Recent or Least Recent or click Add Note to add a note. For more information, see Add a Note.

    • Click on the Timelines tab to view all the activity of the associate. You can sort the Timeline by a Date Range or by the type of activity. Click View Calendar to view your Google calendar or click Add activity to add an activity. For more information, see Add an Activity.