KW Command

Once you have created offers in opportunities for a listing or buyer inside KW Command, you can manage the offers. You can download, compare, and send your offers.

My name is Lori Ballen and I have a real estate team in Las Vegas. We serve Las Vegas, North Las Vegas, Henderson, and Boulder City. I live and work in the Master Planned Community known as Summerlin. We would appreciate your referrals.

My brothers Jeff and Paul Helvin also own a KW Command Friendly Marketing Company called Ballen Brands. They handle imports, create smart plans, build KW websites and landing pages, manage ad campaigns, and more. You can reach them at 702-917-0755 | Ballen Brands.

Video Tutorial

Finding Your Offer

You can find an offer by finding the contact record.

Comparing Offers

Or, you can open opportunities, find the opportunity, and open the phase where you offer is.

Simply check the box next to the offers you would like to compare and then click ‘Compare Offers’.

Using the comparison page, you can download the comparison to send your client or click to Email the offer comparison in KW Command.

Downloading Offers

The download option will create a web page with the offer. You can download it, print it, or screen capture it and send it however you like.

Email Offer

You can select email offer to send within the KW Command Platform.

Here is what your emailed offer will look like:

Generate Offer URL

My understanding is that this URL will be used to receive offers on your listing. I have not personally tested it yet.

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  SmartPlans Unsubscribe
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  Managing Offers on Listings
  Once you have created multiple offers in opportunities for a listing inside KW Command, you can compare the offers.
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  How To Create An Offer in KW Command
  In KW Command, you use the offer management systems to create offer comparisons. You’ll be able to share a URL for a listing to allow intake of offers, or share comparisons using your download or mailchimp options.

In KW Command, you use the offer management systems to create offer comparisons. You’ll be able to share a URL for a listing to allow the intake of offers, or share comparisons using your download or Mailchimp options.

Over time, command will be able to provide insights using this data.

Lori Ballen

My name is Lori Ballen and I have a real estate team in Las Vegas. We serve Las Vegas, North Las Vegas, Henderson, and Boulder City. I live and work in the Master Planned Community known as Summerlin. We would appreciate your referrals.

My brothers Jeff and Paul Helvin also own a KW Command Friendly Marketing Company called Ballen Brands. They handle imports, create smart plans, build KW websites and landing pages, manage ad campaigns, and more. You can reach them at 702-917-0755 | Ballen Brands.

How To Create An Offer

Open the opportunity by clicking on a phase in the opportunity itself (by clicking on opportunities and finding the opportunity by name) or by opening the contact record and clicking on opportunities.

2. At the top of the Opportunity Details page, find and click click ‘Offers’.

3. Find the Add New Offer Button and click it.

4. Give your offer a name that would help you identify which offer is which other than the contact name or listing address.

5. Fill in each field in the initial offer Details section. You can choose a version name, Date the offer is being written and the close date coordinating with your offer.

You can also select a listing from the KWLS or entered it manually.

To go to the next screen, click PARTIIES.

6. Enter the Buyer information or the seller information depending on who you represent. The side you represent is probably already filled in for you.

Next, enter the agent information representing the other party. If you choose a listing from the KWLS, this is probably auto-populated.

When finished, click TERMS to go to the next page.

7. Fill in the offer terms including cash, financing, sales price, earnest money amount, option fee, termination option, seller costs, and then click Agent Analysis when finished.

8. You can now enter your thoughts and important things you want the party you represent to pay special attention to. You can add the pros, the cons, and a summary. This will be used in the offer comparison that you send to your client.

In this guide, you’ll learn how to create an opportunity in KW Command. Opportunities allow you to track your real estate transactions.

My Name is Lori Ballen and I have a real estate team in Las Vegas serving Henderson and North Las Vegas. I live and work in Summerlin. We would love your referrals!

Also, my brothers Jeff and Paul Helvin own a KW Command Friendly Marketing Company and can help you with KW Command. 702-917-0755.

How to Create An Opportunity

1. Log into KW Command
2. Make sure your client and co-client are already in KW Command before starting the opportunity.
3. Click on the hands shaking icon to access Opportunities
4. Find the button at the top of the page that says Create an Opportunity
5. Fill out the create an opportunity form
6. Click Create An Opportunity

Opportunity Form Fields

• Market Center: This should be pre-populated with your Keller Williams Market Center name.
• Team: Choose your team if there is one
• Opportunity Type: Listing, Buyer, Landlord Tenant
• Owner: The owner stays the same throughout the transaction and is generally the agent. During the transaction though, the opportunity may be assigned to other people on the team handling the transaction. The owner won’t change.
• Client: When you begin to type in this field, you’ll notice names begin to appear from your database.
• Opportunity Name: The listing type is defaulted to appear (such as – Listing) and you can add a name to the front. You can use the property address, the name, or both.
• Custom Tags: You can use custom tags to identify something important during the opportunity phase. For example, one of the agents on my Las Vegas Team uses “Custom Build” to identify a new home transaction.
• Estimated Close Date: Enter the estimated close date of the transaction using the calendar.
• Estimated Listing Price: This will be used in the volume estimates for reporting
• Estimated Commission Rate: This calculation will help with estimating income in reports.
• Choose the Appropriate Opportunity Phase: Cultivate, Active, Appointment, Under Contract, Closed. You can also customize these phases.
• Choose the Appropriate Opportunity Stage: Customize where needed
• Assignee: Here, you can add other team members to work on the transaction. If you are using DocuSign rooms, they will be provided access once they are assigned and a room is created.

Opportunity Phases:

• Cultivate
• Active
• Appointment
• Under Contract
• Closed

Opportunity Pipelines

You can customize your opportunity pipelines by adding and renaming the stages. You can also edit and add checklist items in each stage.