WELCOME!
We are thrilled to hear that you have joined us at Keller Williams Capital District! At KWCD, we provide every Associate the tools, knowledge and training to grow their own Real Estate Careers. Follow the details below for a detailed transition guide for your New Agent On-Boarding with the following 12 steps:
We are thrilled to hear that you have joined us at Keller Williams Capital District! At KWCD, we provide every Associate the tools, knowledge and training to grow their own Real Estate Careers. Follow the details below for a detailed transition guide for your New Agent On-Boarding with the following 12 steps:
STEP ONE: Completing Your Required On-Boarding Documents
Completing your on-boarding documents through our online repository system, Dotloop, is crucial. You will or had received an email from a member of the Leadership Team with the email subject line "Urgent Documents Needed To Be Signed". Once opened, click on the blue button to gain access to the website that will allow you to electronically sign and fill out.
Completing your on-boarding documents through our online repository system, Dotloop, is crucial. You will or had received an email from a member of the Leadership Team with the email subject line "Urgent Documents Needed To Be Signed". Once opened, click on the blue button to gain access to the website that will allow you to electronically sign and fill out.
- For KWCD Assistance / 518-724-5922 (M, W-F 9am-5pm)
- For Virtual Assistance / 888-DOT-LOOP (M-F 8am-12mid, S-S 8am-8pm)
STEP TWO: Joining The Board Of Realtors & Multiple Listing Service
Joining the local Board of Realtors & Multiple Listing Service is required to practice Real Estate in New York State, and is required to be associated with Keller Williams Capital District and you will not receive your KW Account until you join. Once you have completed the On-Boarding Documents and complete the Board of Realtors Application Form, call that Board of Realtors to officially sign-up. The Board of Realtors/MLS applications are found in your on-boarding documents. We highly recommend joining the Greater Capital Association of Realtors, especially if you intend to do business throughout the Capital District!
Joining the local Board of Realtors & Multiple Listing Service is required to practice Real Estate in New York State, and is required to be associated with Keller Williams Capital District and you will not receive your KW Account until you join. Once you have completed the On-Boarding Documents and complete the Board of Realtors Application Form, call that Board of Realtors to officially sign-up. The Board of Realtors/MLS applications are found in your on-boarding documents. We highly recommend joining the Greater Capital Association of Realtors, especially if you intend to do business throughout the Capital District!
- Greater Capital Association of Realtors & MLS Assistance / 518-464-0191 (BEST VALUE TO JOIN)
- Southern Adirondack Association of Realtors & MLS Assistance / 518-798-3425
- Columbia Greene Board of Realtors & MLS Assistance / 518-828-7871
- Clinton County Board of Realtors & MLS Assistance / 518-561-8777
*Clicking any link below requires a site password. Please refer to your "Welcome to KWCD- IMPORTANT!" email, email [email protected] or contact 518-724-5800 or during office hours to obtain the password.
STEP THREE: Welcome Email & Beginner Your KW Technology Learning Portal
Within 1-2 business days of joining the Board of Realtors (see step above), you will receive your Welcome Email from our Agent Services Coordinator (Chelsea Haupt) explaining your next steps. This will include important passwords and links to start reviewing your myKW, COMMAND account, and additional support features. We encourage your to start with the following topics first by focusing on ONE THING at a time:
Within 1-2 business days of joining the Board of Realtors (see step above), you will receive your Welcome Email from our Agent Services Coordinator (Chelsea Haupt) explaining your next steps. This will include important passwords and links to start reviewing your myKW, COMMAND account, and additional support features. We encourage your to start with the following topics first by focusing on ONE THING at a time:
- Fundamentals: Your Database & Marketing Materials
- Followed by your remaining branded KW Technology Tools (see steps 4-12 below)
STEP FOUR: Learn About Dotloop
Click the link above to get introduced to Dotloop, your all-in-one compliance repository system for all of your Compliance Paperwork!
Click the link above to get introduced to Dotloop, your all-in-one compliance repository system for all of your Compliance Paperwork!
STEP FIVE: Learn About Greensheets
Click the link above to get introduced to completing a Greensheet, which is a closing statement that is required at the close of every transaction.
Click the link above to get introduced to completing a Greensheet, which is a closing statement that is required at the close of every transaction.
STEP SIX: Learn About the KWLS
Listing a property? Learn why the KWLS (Keller Williams Listing System) is so essential when it comes to marketing your listing to the world's most popular Home Search Sites!
Listing a property? Learn why the KWLS (Keller Williams Listing System) is so essential when it comes to marketing your listing to the world's most popular Home Search Sites!
STEP SEVEN: Learn About Your Branded Website
Learn how to optimize your lead capturing website with your branded details.
Learn how to optimize your lead capturing website with your branded details.
STEP EIGHT: Learn About Your Branded Mobile App
Are your Clients, Family/Friends or Center of Influences curious about what's for sale in your community? Would they like to peek inside that house down the street from them? YOUR APP is loaded with helpful features customized for each phone and tablet; check it out!
Are your Clients, Family/Friends or Center of Influences curious about what's for sale in your community? Would they like to peek inside that house down the street from them? YOUR APP is loaded with helpful features customized for each phone and tablet; check it out!
STEP NINE: KELLE
Are you ready to use your virtual assistant? Kelle is your personal artificial intelligence Kelle is a powerful partner designed to enhance the agent experience. From organizing schedules to growing your referral network to expertly navigating other Keller Cloud technologies, Kelle gets it done. Simplify daily tasks, establish powerful success habits, and seamlessly handle everything on the go.
STEP TEN: MY REFERRALS
My Referrals is your connection to ALL Keller Williams Associates, across the county. Not only can you find an agent BUT you can also send a REFERRAL directly to them without scanning a form, tracking or searching WhitePages! This state of the art portal allows YOU to create your very own referral network and building meaningful relationships with associates across the United States AND send/receive referrals.
STEP ELEVEN: Scott Le Roy Marketing & Virtual Training Assistance
A service that each Keller Williams Capital District Associate receives as a free tool to enhance their training and on-boarding experience! SLM has powerful Keller Williams training and templates to assist your business whether it is just getting off the ground or a seasoned pro. Check out these useful resources, in addition to the services that your Agent Services Coordinator and Market Center provides.
A service that each Keller Williams Capital District Associate receives as a free tool to enhance their training and on-boarding experience! SLM has powerful Keller Williams training and templates to assist your business whether it is just getting off the ground or a seasoned pro. Check out these useful resources, in addition to the services that your Agent Services Coordinator and Market Center provides.
STEP TWELVE: Michael Lewis Marketing Suite
In addition to your eEdge Marketing Suite products, all licensed KWCD Associates receive a free subscription to Michael Lewis Marketing Suite! This suite is to help elevate your marketing potential with flawless designs that work seamless with your business.
In addition to your eEdge Marketing Suite products, all licensed KWCD Associates receive a free subscription to Michael Lewis Marketing Suite! This suite is to help elevate your marketing potential with flawless designs that work seamless with your business.