KW COMMAND FAQs & FILES

commandhelp.kweliteokc.com  •  PAGE UPDATED 6.18.2020

JUMP TO...
Command Help  •  Where Do I Start?!  •  Settings  •  Contacts  •  Tasks  •  SmartPlans  •  Referrals  •  Opportunities & Sales Pipeline
Compliance & DocuSign  •  Campaigns  •  Reports  •  Designs  •  Listings  •  Insights  •  Consumer Website  •  Consumer App  •  Kelle App

Get to Know KW Command

Finding help on Command can be tough simply because there are so many resources for support. Where do you start?! This page attempts to consolidate the HUGE amount of Command help & support resources available across KW, YouTube, etc. onto one, go-to page. Not only can you use this page to get many of your Command questions answered, but the pages linked below in this section can help you understand what KW Command is, and where to find only the best places for help & support beyond this page.

WHAT IS COMMAND?
Agent Experience  •  Consumer Experience  •  Explore Command (See It in Action)  • KW Outfront Technology Ideas & Articles

WHERE TO FIND ANSWERS...
KW ANSWERS: Command Support  •  KW ANSWERS: KW Marketplace  •  Tech-Enabled Agent

Command Settings

Command Settings is the first place you should start in KW Command. Specifically, you should start by filling out your Marketing Profile. This profile feeds your contact info, headshot photo, team & office logo, social media links, etc. to other areas of Command such as your Consumer Website and Designs.

Your next step should be to connect any apps & services such as Gmail, Google Calendar, Facebook, Twitter, Twilio, etc. to Command. This is done in the Connected Apps area of your Command Settings. Connecting apps is typically just a matter of clicking the Connect button next to the service you're connecting, logging into that service with its username & password, then granting it permission/authorizing the service to connect to Command.

TAKE ME TO...
Connected Apps  •  Marketing Profile  •  Command Apps Marketplace

HELP & TRAINING VIDEOS
Tech Enabled Agent  •  📺 Marketing Profile Webinar

SETTINGS FAQ
  • How do I connect my DotLoop account to Command?
    You'll need to go to activate the DotLoop app from the Command Marketplace for your Command account. After you click the Activate button on DotLoop's Marketplace page, you can go back to your Command Settings ▸ Connected Apps, where DotLoop will now appear as an app that can be connected to your Command account. Click DotLoop's Connect button, then sign into your DotLoop account, authorize the Command to DotLoop connection, then your're all set! You can now start a DotLoop loop from inside Command Opportunities!

    NOTE: If you don't know your DotLoop password, you can perform a Forgot Password. You'll receive an email that will allow you to change your password to something you know, then you can enter it into the DotLoop login/authorization screen when connecting your DotLoop account to Command.

Contacts

Command Contacts is your customer relationship database, and the source for using Command's Opportunities, SmartPlans, and Tasks features. Without contacts, you can't create opportunities, market to them, or send them updates about their favorite neighborhoods! Below, you'll find some recommendations about getting contacts into your Command database.

FYI, getting contacts into your database won't get you business on its own—it's just the first step. Getting business from your database comes from the systems you use to touch & market to your database. Once you've got contacts into your Command database, you'll want to attend a Database Mastery class to learn the KW Elite-approved system for organizing your database so you can consistently touch your contacts to get business from them.

TAKE ME TO...
Contacts Database  •  Custom Tags  •  Custom Fields  •  Database Reports  •  Contact Archive  •  Database Wipe


TRAINING VIDEOS
📺 Contacts Database Webinar  •  📺 Neighborhood Landing Pages Webinar


USEFUL FILES
💾 Command Contacts CSV Import Template  •  💾 Command Contacts Template for Airtable

CONTACTS FAQ
  • How should I get started with importing contacts into my Command Contacts database?
    Here are some recommended options to get your database started...

  1. For new agents, import 100 to 200 quality contacts who are most likely to buy or sell a home with you ASAP. You can export contacts from your phone using the My Contacts Backup app, then paste each column from your phone's exported CSV file into its corresponding column in the Command Contacts CSV Import Template.

    NOTE: Don't think that you need to import everyone or thousands of contacts from your phone into your database. Quantity DOES NOT equal quality! Import a smaller amount of quality contacts, because too many contacts in your database when you're just starting to learn how to manage them will be overwhelming and cause you to give up!

  2. ...Or create contacts only as opportunities arise. If you're new to technology, and importing 100 to 200 contacts would be too challenging for you, then just create contacts as you make contact with them and they express interest in buying or selling with you. This is an easy way of just getting started learning & working with your Command database.

  3. For experienced agents, you can export an existing database from another CRM you've been using, or you can choose to create contacts as opportunities arise (explained in Option #2 above). If you choose to export your entire database from another service, take time to cull any old or junk contacts while your database is in a CSV format. It's MUCH easier to edit/delete/clean up a database while it's in a CSV file BEFORE importing it into Command. Once your exported CSV file is cleaned up, then copy & paste each column individually from it into its corresponding column into the Command Contacts CSV Import Template.
 
  • What do I do now that I have contacts in Command?
    COMING SOON
 
  • How do import my DotLoop contacts into Command?
    COMING SOON
 
  • How do I integrate the Database Mastery DTD2 system into my Command database?
    Currently (as of May 2020), it is more difficult to bulk tag/group your contacts into DTD2 groups in Command than it was in eEdge. The most efficient way to DTD2 tag multiple contacts is BEFORE they have been imported into Command, and while they are still in a CSV file. You can use the Custom Tags column in the Command Contacts CSV Import Template to enter a contact's DTD2 tag/group. For example, if Wes Kennedy were a contact in your CSV file, you would type DTD2 CK into his Custom Tag column. Any other additional tags (such as CATEGORY B Advocate) would need to be separated by commas.

    The easiest way to do DTD2 tagging in a CSV file is to sort your contacts by first or last name (depending on what part of their name you will use for DTD2), select all of the Custom Tag cells for everyone with the same first or last name, then paste the DTD2 tag that corresponds to their first or last name. If you have multiple cells selected, then a single paste will fill all of the selected cells! Repeat this for each letter of the alphabet until every contact has a DTD2 tag in their Custom Tag column, THEN import into Command.
 
  • How do I integrate DISC personality profiles, holiday pie flavors, etc. into my Command database?
    You can track almost any piece of information you want to keep on your contacts by using Command's Custom Fields (not Custom Tags). Think of Custom Tags as organizational, and Custom Fields as informational. To create a DISC Profle custom field, go to your Command Settings ▶︎ Custom Fields, click the Create New Custom Field button, enter DISC Profile as the Field Name, choose Text Field as the Field Type, click the Make Default Custom Field checkbox, then click the Create button.

    You may also want to track something like favorite holiday pie flavors for pie giveaways. This setup is mostly the same as a DISC Profile custom field, but you'll want to select Dropdown as the Field Type instead. Then, you'll enter your pie flavors in the Dropdown Values fields (use the Add Dropdown Option to add more flavor options). You want to use a dropdown with limited flavor options (3 to 5 flavors is reasonable) for a Holiday Pie field instead of a freeform text field so you don't have to track dozens of different pie flavors for your giveaway.

    Once your custom fields are created, you'll find them when adding or editing a contact under Add More Information ▸ Custom.
 
  • What does the L or ✔︎ (checkmark) mean next to a contact's name?
    An L in a green circle next to a contact means you've marked that contact as a Lead. Typically, a lead is someone new to your database whom you haven't met or talked to yet (typically, these will come from lead capture via your website, mobile app, or referral). Leads are good, but you want to communicate with them as soon as possible, and get them out of the Lead status. Once you've talked to that person, and they are no longer a lead, you can remove the L by clicking on the three dots (• • •) next to their name, then Unmark as Lead. You can also do this from inside their Contact Details page after clicking the Edit (pencil) icon, then uncheck the Mark as Lead checkbox.

    The green ✔︎ (checkmark) icon next to a contact's name indicates that contact is connected to you via your branded KW Consumer Mobile App (i.e., the KW app installed on their phone is branded to you). Any listings that contact views or favorites should appear in their Timeline in their Contact Details page. Strive to have every contact in your database with a checkmark!
 
  • How do I edit or delete my notes in a contact's Timeline?
    Click on the Notes tab in the right side of a contact's Details page. Find the note you want to edit or delete, then click the Edit (pencil icon) or Delete button (trashcan icon).

    NOTE: The contact's Timeline will still preserve the original note whether it was edited or deleted. However, the Timeline will now show an "update" with the new edit or an "update" that the original note was deleted. Think of your Timeline as an unalterable "history" of all of the actions performed on a contact, which is great if you have an admin working in your account, and need to go back to see any changes they (or you) have made.
 
  • How do I add, delete, correct, or change the color of a Custom Tag?
    Your Custom Tags can be edited in the Custom Tags area of your Command Settings. ONLY Custom Tags can be edited or deleted, not System Tags (Agent, Talent, Allied Resource, Buyer, Seller, Bought, Sold, KW Agent, Referral Partner, Downline). Click the Edit button (pencil icon) next to any Custom Tag to edit its name or color. Click the Delete button (trashcan icon) to delete the tag.
 
  • How do text my clients from Command? And how much does it cost?
    COMING SOON


TEAMS CONTACTS FAQ
  • What's the correct process for creating a shared database (and assigning opportunities) for a team?
    The team admin should enter any "team-owned" contacts into the rainmaker's Command account, then Assign (not Share) the contact to a team member. The assigned team member (or admin/rainmaker) can then create an opportunity from the contact's Contacts Details ▸ Opportunities tab ▸ Create Opportunity button. The opportunity will be owned by the team's rainmaker, and any team members assigned to the opportunity will see the opportunity in their Sales Pipeline, and be able to edit and upload compliance documents to the opportunity.


SHARING & ASSIGNING CONTACTS FAQ
  • What's the difference between me owning a contact vs. the team owning it?
    COMING SOON
 
  • What's the difference between sharing vs. assigning a contact?
  1. SHARED CONTACTS: ANYONE on the team can share a contact to anyone else, and contacts can be shared to MULTIPLE team members on the team. Recipients of a shared contact cannot remove it from their database themselves; a shared contact can only be unshared by the OWNER archiving the contact. The owner can then unarchive the contact in order to restore it to their own database as unshared. Sharing contacts is less recommended since unsharing a contact is more complicated due to the its owner having to archive the contact in order to unshare it.

  2. ASSIGNED CONTACTS: Only the team's RAINMAKER can assign contacts, and contacts can only be assigned to ONE team member. Assigned contacts can either be unassigned by the owner, or the assignee can Release Claim to the contact to remove it from their own database. Letting the rainmaker assign contacts is usually the best option. Assigning contacts allows the rainmaker to control which team members get access to a contact, and can be easily unassigned by either the rainmaker or assigned team member.

  3. In either case, editing a shared or assigned contact's info will change it for the owner and everyone the contact is shared with.

  4. If an additional team member is assigned to an opportunity that is already assigned to another team member, the additional assignee will be able to see the opportunity's contact details as View Only, but the opportunity's contact(s) will remain assigned to the original team member (since contacts can only be assigned to one team member).


CONTACT FILTERS FAQ
  • What does the default, "Clear Filters" database view show?
    When all filters are cleared, your Command database, by default, displays your own personal contacts and contacts assigned to you by your team's rainmaker.
 
  • How do I see ONLY my own personal contacts?
    Click Filters, then Clear All. From the Ownership dropdown menu, choose Owned by Me, then click Apply. You'll then see ONLY your own personal contacts.
 
  • How do I see ONLY contacts shared to me?
    Click Filters, then Clear All. From the Ownership dropdown menu, choose Shared with Me, then click Apply. You'll then see ONLY contacts shared to you.
 
  • How do I see ONLY contacts assigned to me by the team admin or rainmaker?
    Click Filters, then Clear All. From the Ownership dropdown menu, choose Assigned, then click Apply. You'll then see ONLY contacts assigned to you.
 
  • How do I see my ENTIRE database of my own personal contacts INCLUDING contacts shared and assigned to me?
    Click Filters, then Clear All. Enable the Show Shared Contacts checkbox, then click Apply. You'll then see your own personal contacts, contacts assigned to you, and contacts shared to you.

Tasks

TAKE ME TO...
Contact Tasks  •  Opportunity Tasks

SmartPlans

TAKE ME TO...
My SmartPlans  •  KW SmartPlans Library  •  KELLE GUIDE: Marketing Profile & SmartPlans Setup

Referrals

TAKE ME TO...
Referrals Dashboard  •  Grow My Network  •  KW Connect Referrals Profile

TRAINING VIDEOS
📺 Referrals Profile Webinar  •  📺 Referrals Network Webinar

Opportunities & Sales Pipeline

TAKE ME TO...
Sales Pipelines


TRAINING VIDEOS
📺 Opportunities & Sales Pipeline Webinar with Wes  •  📺 Opportunities & Sales Pipeline Webinar with Andrew

TEAMS OPPORTUNTIES FAQ

Compliance & DocuSign (...and DotLoop)

Command compliance takes place in two places: Command Opportunities & the signature platform of your choice. KWRI now provides the DocuSign signature platform to all agents at no cost. KW Elite has also chosen to extend our DotLoop contract in order to provide agents with a familiar signing platform. Finally, a third option is provided to you via OKCMAR MLS, and that is AuthentiSign. Ultimately, whatever service you use to get documents signed, those documents must end up in a Command opportunity for review by the Compliance Broker.

The best two signature platforms are DocuSign and DotLoop due to their ability to connect to your Command account for easily transfering their documents to a Command opportunity. If you choose to use any other platform (such as AuthentiSign) you will need to manually download individual documents, then upload them individually into their Command document placeholders.

Between DotLoop and DocuSign, DotLoop is probably the easier platform to use, but eventually KW Elite will end our contract, and move fully to DocuSign for signing documents (compliance review will still take place in Command), so you should learn DocuSign as soon as possible!


TAKE ME TO...
DocuSign Rooms


TRAINING VIDEOS
📺 Compliance with DocuSign  •  📺 Compliance without DocuSign  •  📺 DocuSign for Beginners


USEFUL FILES
💾 Compliance Help PDF


COMPLIANCE FAQ
  1. CONNECT DocuSign/DotLoop: Email Wes to set a time to connect your DocuSign or DotLoop account to Command. Please DO NOT attempt to do this on your own! This is a one-time step.
  2. CREATE CONTACT(S): Create your buyer/seller contact(s) in Command ▸ Contacts.
  3. CREATE OPPORTUNITY: Create the opportunity in Command ▸ Opportunities, and attach the buyer(s)/seller(s) you created to your opportunity.
  4. START THE TRANSACTION: Click the Start a Transaction button in the Opportunity ▸ Documents tab. This will create a room/loop in DocuSign or DotLoop, and link it to its Command opportunity.
  5. GET SIGNATURES: Get your documents signed in the DocuSign room or DotLoop loop (this is your normal contract signing process that will take awhile).
  6. BUILD BROKER FOLDER: When your documents are signed & ready for review, build your "broker folder" in Command's Opportunity ▸ Documents tab by transferring your final, signed documents from DocuSign or DotLoop into the document placeholders in your opportunity.
  7. SUBMIT TO MC: When all of your opportunity's Required and Conditionally Required document placeholders are filled, click Submit to MC in your opportunity's Documents tab to submit your documents for compliance review.
  8. ACCEPT OFFER: Create an offer and accept it under the Opportunity ▸ Offers tab in order to activate the Commissions tab.
  9. SUBMIT COMMISSION: Fill out the Opportunity ▸ Commissions tab (this replaces the old Greensheet system) to alert the staff to create your DA.
 
  • What do the different compliance event & document statuses mean?
    OPEN: You've started working in the compliance event, but haven't submitted it for review yet.
    SUBMITTED: You've submitted the compliance event for review.
    APPROVED: The entire compliance event or individual document is approved!
    RETURNED: The compliance event was not approved, and returned to the agent for correction.
    REJECTED: A non-compliant document that caused the compliance event to be returned to the agent for correction.
    CHANGED: A change has been made in the compliance event since it was last submitted.
    REPLACED: A document submitted for review has been replaced with another one.
    RESUBMITTED: The compliance event was submitted for another review after being returned.
 
  • How do I know when a document is Approved or Rejected?
    Download the Kelle app! You will receive notifications through the Kelle app when your compliance review is Approved or Returned. Explanatory broker comments on why a document was Rejected appear alongside each rejected document in an opportunity's Documents tab. You can also see any compliance notifications in the Notifications (🔔 icon) at the top of every Command page.
 
  • How do I chat with the Leadership Team (Broker, MCA, etc.) about my opportunity's compliance?
    You can chat with staff members using the Add Comment button in your opportunity's Documents tab. Use the @ symbol to select a staff member (or even one of your own team members) to talk directly to. By using the @ symbol to tag a person, they will receive a chat notification in their Kelle app and in the Notifications (🔔 icon) at the top of their Command page.
 
  • The staff says they can't see my opportunity in order to create a DA.
    Make sure you have moved the opportunity to a phase other than Cultivate or Appointment. The staff can only see opportunities when they reach the Active, Under Contract, or Closed phase.
 
  • How do I set up opportunities & compliance when I have both sides (the buyer & seller) of a transaction?
    When you have both sides of a transaction, each side will have its own Command opportunity, it's own DocuSign room (or DotLoop loop), and compliance will be reviewed separately for the buyer opportunity and the seller opportunity.

    You will create two opportunities: (1) a listing opportunity in your Listings Sales Pipeline, and (2) a buyer opportunity in your Buyers Sales Pipeline.

    Then you'll use Command's Start a Transaction button in each opportunity to create a new DocuSign room or DotLoop loop that is connected to their respective opportunity. Signing for the buyer and seller will take place separately in their respective rooms.
    (NOTE: It is possible to have both the buyer and seller sign in a single DotLoop loop. And it may be possible for both parties to sign using a single DocuSign room as well. The KW Elite Leadership Team will be looking into this.)

    Finally, you'll fill in the compliance document placeholders in your buyer and seller opportunities from their respective room/loop, then submit them for review separately.


DocuSign FAQ
  • How do I create custom template forms in DocuSign?
    Use the eSignature side. MORE COMING SOON
 
  • How do I add a team member to a DocuSign room AFTER I've already created the room?
    Add them as an Assignee to the Command opportunity, then click the Sync Transaction button. They will get added to the linked DocuSign room.
 
  • How do I get the DocuSign app on my phone?
    COMING SOON


DotLoop FAQ
  • How do I connect DotLoop to Command like DocuSign?
    See the Command Settings FAQ section of this page.
 
  • How do I upload my documents from DotLoop into an Opportunity?
    The easiest way is to connect your DotLoop account to Command (see how in the Command Settings FAQ section of this page). Once you connect DotLoop to Command, you'll be able to start a connected loop from a Command opportunity, then transfer documents from DotLoop to Command using the document picker just like you can with DocuSign!

    NOTE: You must have connected DotLoop to Command BEFORE creating the loop, AND you must have created the loop from its Command opportunity using the Start a Transaction button BEFORE creating the loop. If a loop is created without using Command's Start a Transaction button, then the opportunity cannot be connected to a loop after the fact, so you will have to upload files manually (see below)...

    If you do not connect your DotLoop account to Command, then the only way to get documents from DotLoop into Command is to download each one from DotLoop individually, then upload them into their Command document placeholders individually.

    NOTE: You will need to download each DotLoop document individually. If you choose Download All, then all files will be packaged into a single PDF, and Command requires indivdual PDFs for each document placeholder.


COMMISSIONS FAQ
  • How do I attach a property required in the Commissions tab that was never listed in the MLS/KWLS?
    Instead of trying to search for your listing using the Search for Listing button (it won't be there since it wasn't listed in MLS/KWLS), go to your opportunity's Details tab, then fill out the info in the Property section. This will satisfy the requirement of attaching the listing in the Commissions tab.
 
  • Can I use my own Command account to create opportunities/commissions that count toward my team's rainmaker?
    Currently, no. You will need to log into your team leader's/rainmaker's Command account to create opportunities so that he/she is credited in the Commissions tab ▸ Agent field. Command uses the opportunity's Owner field to credit the Commissions tab, and the Owner field is locked-in to whomever's account created the opportunity.
 
  • How do enter a flat fee into the Commissions tab?
    Enter your flat fee into the Commission Dollar Amount field (this field isn't named, but it is next to the Commission % field). The Commission % field will automatically calculate the percentage based on the dollar amount you enter. You'll then need to re-type your flat fee amount into the Total Commission field in the Agent Breakdown section.
 
  • How do I split a commission between me and my rainmaker?
  1. In the Commissions tab, enter the transaction's FULL Commission Dollar Amount in the field next to the Commission % field (the percentage will calculate automatically).
  2. Next, under Agent Breakdown ▸ Total Commission, adjust the current agent's Total Commission field to something LESS than the Full Commission Dollar Amount entered above. Since this agent's Total Commission is less than the Full Commission Amount, this will cause an Add Agent button to appear at the bottom of the page for disbursing the remaining commission amount to.
  3. Scroll to the bottom of the page, and click the Add Agent button.
  4. Search for the agent's name to split the commission with, then click the green Add button.
  5. The other agent will be added to the Agent Breakdown, and you will enter the remaining commission to disburse into that agent's Total Commission field. All agents' commissions must sum up to the Full Commission Dollar Amount entered at the top of the page.

Campaigns

TAKE ME TO...
Campaigns  •  Direct Mails Campaigns  •  Email Campaigns  •  Social Posts


TRAINING VIDEOS
📺 How to Create & Send an Evidence of Success Postcard  •  📺 How to Create & Send a Nosy Neighbor Postcard
💾 Download Fonts Used in Postcard Here

Reports

TAKE ME TO...
Database Dashboard  •  Reports  •  Goals  •  Emails

Designs

TAKE ME TO...
Designs

TRAINING VIDEOS
📺 Designs Webinar with Adrienne

USEFUL FILES
💾 KW Elite Modern Logos

Listings (KWLS 2.0)

TAKE ME TO...
Listings

Insights

TAKE ME TO...
Insights

TRAINING VIDEOS
📺 Insights Webinar

Consumer Website

TAKE ME TO...
Website Setup Guide


HELP & TRAINING VIDEOS
Command Websites Help Page  •  📺 Website Setup Webinar

KW WEBSITE FAQ
  • How do I point my domain name to my KW website?
    The process differs for each domain name registrar. Instead of explaining how here, just email Wes with your username & password for where you purchased your domain name from, and he will forward it to your website for you.
SIDENOTE: Purchasing a Domain Name
It's recommended that your purchase a domain name from Hover to forward to your KW website. A domain name is very inexpensive (about $15/year), and provides the following benefits...

EASE OF USE & AESTHETICS: A domain name such as weskennedy.com is easier for people to understand instead of a URL that uses a subdomain like weskennedy.kw.com; it also looks nicer/simpler, and takes up less space on business cards & other designs.

FLEXIBILITY: If you ever decide to change to a different website in the future or have a custom site designed, you can point your domain name to your new website without having to print new business cards or update your URLs on social media, email signatures, etc. If you choose to use your original KW Website URL, it will ALWAYS point to your KW Website.​

​​OWNERSHIP: Once you purchase your domain name, you own it; no one else can claim it. This is especially why you should purchase your first & last name as a domain name if it is available (it's also a good thing to do for your kids).

NOTE: KWRI does not allow agents to use KW trademarks in their domain name, for example: kellerwilliamshomes.com or weskennedykw.com. Also, NAR only allows agents to use the REALTOR® trademark in their domain name if it is preceded by the agent’s name (e.g, weskennedyrealtor.com is acceptable, but bestoklahomarealtor.com is not.) Wes can assist you with choosing & purchasing a domain name at our New Agent Tech Meeting.

  • What's the difference between a Landing Page and Agent Site Page?
    A Landing Page is a "standalone" page. Landing pages can be single-property listing pages, lead capture forms, market snapshots, a video page, testimonial capture form, or "Download My App" page. Landing pages don't appear anywhere on your KW website, and you can only get to it by navigating to it's URL. You can create more memorable URLs to your landing pages by creating subdomain forwards in your domain registrar's settings (ask Wes about this, or attend a number of classes where he explains this tech tip).

    An Agent Site Page (Site Page, for short) does appear on your KW website. You can find the pages you create under your site's Your Agent menu in the upper-right of the page. (NOTE: You must manully add any Agent Site Pages you create to your site's menu before they will be visible in your site's menu.) Site Pages can be an agent profile (About Me page), a Meet the Team page, a Contact Us form, testimonials, company profile, et al.
 
  • Can I go back an edit a Landing Page or Site Page?
    As of May 2020, you can edit a Landing Page, but not a Site Page, so make sure any Site Pages are correct before you exit from the editor! NOTE: You may be able to edit a Site Page from inside Designs.

KW Realty Consumer App


CONSUMER APP FAQ
  • How do I log into my mobile app? It doesn't accept my KW email address & password.
    The app is asking you to log in as if you were a consumer (not an agent). You will need to create an account for yourself using a personal email address; just as if you were a client. Once you log into the app, you can brand the app to yourself.

    REMEMBER: Your KW mobile app is 100% a consumer app, so pretend you are your own client, and use it that way! Kelle is your agent app.
 
  • My Mobile App URL doesn't automatically brand the app to me when I send it to clients like the previous app did.
    Correct. Currently (as of 5.22.2020), the new mobile app doesn't automatically brand itself just by sending your Mobile App URL. You will need to be more hands-on when making sure your app gets branded to you on your clients' phones. You will need to either (1) walk you clients through branding the app (either in an email, over the phone, or better yet, text them a walkthrough video specifically how to brand to you), or (2) borrow their phone to brand the app for them in person.
 
  • How do I brand my app?
    Since your app currently no longer automatically brands to you just by sending your Mobile App URL (as of 5.22.2020), you will need to be more hands on with branding you clients' app to you. There are a few ways you can do it...

  1. Your clients can tap on More in the botton-right of the app, then the Find an Agent button. They can then type your full name into the search field, tap on your search result, tap the Get in Touch button, then Confirm. This will brand their app to you, AND capture them to your Command Contacts database.

  2. You can "pre-brand" your client's app by adding them to your Command Contacts database with the email address they'll use to sign-up for an account BEFORE having them download & sign into the app. When they sign-up in the app with the email address you've entered into their contact details, the app should automatically brand to you since they already exist in your Command database with the email address they used to sign-up.
 
  • Why can't I find myself in the agent search results in the app?
    MORE ON THIS COMING SOON
    Make sure Display Profile on KW.com is enabled in your KW Whitepages Profile, then search for your name every 24 to 48 hours if the option was previously. Make sure you're searching for your FULL first & last name in the app's agent search.
 
  • How do I see which contacts in my database have my branded mobile app?
    Click Filters, then Clear All. From the Branded to Me dropdown menu, choose Yes, then click Apply. You'll then see ONLY contacts who have the KW mobile app branded to you.

Kelle App

TRAINING VIDEOS
📺 Kelle App Webinar