Transfer Company Currency

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.

To transfer company currency, 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 Company Currency Transfer and click Start Transaction.

8. In the Transfer Details section, select either Sending or Receiving. The Transfer Date defaults to the current date and the Written Period is auto-calculated.

9. Search for and select the Market Center.

10. Enter the Transfer Amount.

11. Click Next to Agent Details.

12. 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.