Manage Recruit Link to BrokerMetrics®

To automatically pull recruit production information from BrokerMetrics, you must link the specific recruit to their information in BrokerMetrics. After you have linked a record, you can unlink the recruit, add an addition link, or link to a different record.

To manage recruit links to BrokerMetrics, 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 Recruits .

5. Click one of the following tabs at the top of the page:

   • Click the Recruit Management tab to display a list of all your Market Center recruits.

   • Click the Recruiting Pipeline tab to display all recruits that are in the Pipeline. Recruit cards are organized by Phase, Stage, and the currently selected Sort pattern.

6. Search for the correct recruit. For more information, see Search Recruits.

7. Click the recruit name to view the recruit details.

8. On the Recruit Details window, click the Production tab.

9. At the top of the Production tab, click Manage Record.

10. On the Manage Record window, you can:

    • Click Remove Record next to an existing record and click Save Changes to unlink the record. All BrokerMetrics information from that link is removed from the recruit’s production details.

    • Click Link to BrokerMetrics® Record to search for additional records. On the Suggested BrokerMetrics® Records window, select a record and click Link Record or manually search for a record.

    Note

    Importing multiple record for the same recruit can distort the recruit’s production metrics.