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It's time to take Command. 

For the last few years, Keller Williams has been hard at work, developing technology that will streamline how agents do business and help them compete in today’s digital world. Command is a core part of Keller Williams’ transformation into a world-class technology company: one that has set out to disrupt and revolutionize real estate by reclaiming agents’ data and putting it back into their hands.

 

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Command Your Database

with Contacts & Smartplans

OVERVIEW, SETUP, AND IMPORT GUIDE FOR CONTACTS

+ Contacts: Overview, Setup, and Import Guide

+ Sync Your Contacts with PieSync

+ Import Contacts

ADD NEIGHBORHOODS TO CONTACTS

BUILD YOUR DATABASE

+ Be Neighborhood Driven

+ Connect with Your Sphere

+ Add a Neighborhood to a Contact

+ Build Your Database

+ Add a Contact Monthly Neighborhood Nurture SmartPlan

+ Add a Contact

+ Add Tags to Your Contacts

+ Add a Lead

SYSTEMATIZE YOUR COMMUNICATION

CONTACTS CONTINUED

+ Systematize Your Communication

+ Edit a Contact

+ Add Contacts to the Quarterly Call Smart Plan

+ Manage Your Contacts

+ Call Your Contacts Through Command

+ Text Your Contacts Through Command

+ Add an Activity to a Contact

+ Archive, Delete, or Restore Contacts

SMARTPLANS

+ Add Contacts to a SmartPlan

+ Edit the Content in a SmartPlan

+ Remove a Contact from a SmartPlan

EXPORT MAILING LABELS AND CONTACTS

+ Export Mailing Labels

+ Export Contacts

CREATE AND CUSTOMIZE TAGS, FIELDS, COLUMNS, AND SMART VIEWS

+ Create and Manage Custom Tags

+ Create and Edit Custom Fields for Contacts in Command

+ Customize Columns, Use Filters, and Create SmartViews in Command

with Opportunities

Command Your Transactions

SET UP OPPORTUNITY PIPELINES

+ Customize Opportunities

+ Customize Your Opportunity Pipelines

+ Set Up Client Updates for Your Opportunities

COMPLIANCE AND OPPORTUNITIES

+ Prep to Get Paid: Command, Compliance, and Commissions

+ Add Compliance Documents to an Opportunity

+ Submit Compliance Documents to Your
Market Center

+ Replace Rejected Documents in an Opportunity and Resubmit to Your Market Center

+ Create a New Compliance Document Checklist Version for an Opportunity

+ Create an Outgoing Referral Opportunity

CREATE AND MANAGE OPPORTUNITIES

CREATE, SHARE, AND MANAGE
OFFERS

+Manage Opportunities Like a Pro

+ Create an Offer

+ Create an Opportunity

+ Share and Manage Offers

+ Add a Listing to an Opportunity

+ Manage Your Opportunities

+ Manage Checklists in Opportunities

DOCUSIGN

+ Create and Manage Custom Folders

+ Mark an Opportunity as Lost/Archive an Opportunity

+ Restore an Archived Opportunity

+ Create and Connect Your DocuSign Account

+ Enter and Validate Your NRDS ID

+ Create a DocuSign Room for an Opportunity

+ Access a DocuSign Room for an Opportunity

COMMISSIONS

+ Overview of Commissions Tab

+ How to Edit General Information

+ How to Pay a Referral

+ How to Pay a Transaction Coordinator, Coach, or Mentor

+ How to Donate to KW Cares

+ How to Add the MLS Fee

+ How to Subtract the MLS Fee

+ Sync Opportunity Details with the Connected DocuSign Room

+ Create an Envelope and Get Signatures on Forms in DocuSign

+ Correct a DocuSign Envelope

+ Set Up In-Person Signing

+ Managing Broker Signature on Forms and PDFs

+ How to Split Documents

+ How to Split Units/Commission with Team Members

+ How to Submit the Commission and Make Corrections

+ How to do a Lease Commission

+ How to Request a Commission Revision

Command Your Marketing

with Designs, Campaigns & Sites

COMPLETE YOUR MARKETING PROFILE

+ State Your Value: Interactive Guide

+ Complete Your Marketing Profile

+ Add a Credit Card and Manage Your Payment Profile in Campaigns 

CREATE DIRECT MAIL CAMPAIGNS

+ Create a Print Marketing Template in Designs

+ Create a Direct Mail Campaign Using Pre-Made Templates

CREATE AN EMAIL CAMPAIGN

CREATE SOCIAL AND
PRINT CAMPAIGNS

Create an Email Template in Designs

Create a Social Media Marketing Design

Create an Email Campaign

Get Started with Print and Social Editor

Create and Manage Social Posts in Campaigns

Create a Social Ad Campaign

TRACK AND MANAGE CAMPAIGN RESULTS

+ Tracking Your Campaign Results

+ Stop/Pause an Active Social Ad Campaign

NEXT STEPS FOR PRINT DESIGNS

+ Create a Listing Presentation in Designs

+ Create a Buyer Presentation in Designs

+ Create and Download a Postcard Design for a Direct Mail Campaign in Command

NEXT STEPS FOR SOCIAL CAMPAIGNS

+ Use Videos in Social Ad Campaigns

+ Import a PDF to Create a Print or
Social Design

+ Access Your Social and Print Design Library

+ Create a Social Ad Campaign

+ Archive or Delete an Ad in Campaigns

Command Your Consumer Experience

with the KW App & Sites

GETTING STARTED WITH YOUR AGENT SITE

+ Get Started with Your Agent Site

+ Set Up Your Agent Site

+ Preview Your Command Agent Site and Site Pages

LAUNCH AND SHARE YOUR
KW APP

+ Launch Your KW App Marketing Campaign

+ Add Contacts to Promote My App SmartPlan

+ Create a Social Post Featuring the KW App Commercial

+ Create a Print or Social Design to Promote Your App

GETTING STARTED WITH YOUR KW APP

+ Create Infinite Opportunities with an End to End Consumer Experience

+ Download Your KW App

MANAGE YOUR CLIENT RELATIONSHIPS

+ Manage Your Client Relationships with Command and the KW App

+ Track Client Engagement with Your KW App and Site

+ Manage a Client's Consumer Guide Steps in Command

+ Share Your KW App

CUSTOMIZE YOUR CONSUMER

EXPERIENCE

+ Customize Your Consumer Experience with Your KW App

+ Customize Your Consumer Experience with Your KW App Companion Worksheet

+ Customize Your Consumer Guide

CREATE A CUSTOM AGENT SITE

+ Create a Custom Site Page

+ Create a Testimonial Capture
Landing Page

+ Create a Testimonial Page for Your Agent Site

+ Customize Your Agent Site Navigation

+ Create a Hero Image for your Agent Site

+ Add a Hero Image to your Agent Site

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