Add a New Transaction

Sometimes it is necessary for a Market Center to enter transaction that are not submitted through Opportunities. Because all transactions also require documents, this manual entry method also triggers a compliance event to provide the path for uploading documents.

Transactions, regardless of source, display on the Market Center’s transactions dashboard.

While adding a new transaction, you can save the you progress and return to complete the transaction later as long as you complete the minimum fields required for each section and the information is valid.

After all required fields are completed for the entire transaction and all the validation rules are passed the status is changed from Open to Approved (for a manual transaction) or submitted for a commission from Opportunities.

After the status is no longer Open, the transaction from that point forward must always be complete and in balance. The transaction cannot be placed back in open status

When the transaction is set to Submitted or Approved the written period is entered.

To add a new transaction, 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 Transactions .

5. Click the Transaction tab at the top of the page:

6. Click New Transaction.

7. On the New Transaction window, select the transaction type and click Start Transaction.

8. In the General Information section, enter general information for the transaction. When complete, click Next to Commission Details.

   Note

   At any point after entering the complete address information, you can save you progress and close the transaction. Click Save Progress & Close to save your progress. Click Exit From Transaction to discard any changes.

9. In the Commission Details section, enter the commission information for the transaction. You can also add outside referrals and co-brokers (for listing opportunities). When complete, click Next to Agent Details.

10. In the Agent Details section, enter the agent information for the transaction. This includes:

    • Agent and team name - To add additional agents to the transaction, click Add Agent.

    • Commission income

    • Brokerage Fees - Enter the Royalty and Company Dollar amounts. Click Auto Calculation to calculate these amounts based on the associate’s anniversary date. To add Market Center fees to the transaction, click Add MC Fee.

    • Deductions - To add additional deductions to the transaction, click Add Deductions.

    When complete and the transaction is balanced, click Save Transaction.