Keller Williams Listing System (KWLS)

Keller Williams Listing System (KWLS)

NOTES... KWLS AND THE GSO 0707R3 2007 KELLER WILLIAMS REALTY INC. i

NOTICES While Keller Williams Realty International (KWRI) has taken due care in the preparation of all course materials, we cannot guarantee their accuracy. KWRI makes no warranties either expressed or implied with regard to the information and programs presented in the course or in this manual. If any part of this notice is unclear, please contact Keller Williams legal department. Copyright notice All materials are copyright 2007 Keller Williams Realty International. No part of this publication and its associated materials may be reproduced or transmitted in any form or by any means without the prior permission of Keller Williams Realty International. KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. ii

TABLE OF CONTENTS GETTING STARTED... 1 Introduction... 2 Navigation Tools 3 CHAPTER 1: CREATE A LISTING... 6 Create a Listing... 7 Listing Details (Create a Listing) 7 Images 12 Open Houses 14 Virtual Tours 16 Listing Links 16 Documents 17 Marketing Tools 20 Submit Listing for Review 21 CHAPTER 2: FIND A LISTING 23 Find a Listing 24 Publish Status 27 KWLS Status 27 Listing Status 27 Edit a Listing 28 Edit the Listing Details 28 Edit the Listing Features 30 CHAPTER 3: CREATE A GREENSHEET... 33 Contract to Close 34 KW Listing Agent 34 Buyer Agent 37 CHAPTER 4: SUBMIT A GREENSHEET... 41 Edit a Greensheet 42 Submit a Greensheet 45 APPENDIX... 47 KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. iii

Getting Started KELLER WILLIAMS LISTING SYSTEM (KWLS) AND THE GREENSHEET ONLINE (GSO) Getting Started In this chapter [1] Introduction [2] Navigation Tools KWLS AND THE GSO 0707R3 2007 KELLER WILLIAMS REALTY INC. 1

Getting Started Introduction The Keller Williams Listing System, commonly referred to as the KWLS, is a centralized listing database that is designed to help Keller Williams Realty associates market their listings online. The KWLS offers new listing details and features and provides you with more control over how and where your listings are published. Accepted listings will be available to outbound feeds to real estate search websites (Google and Trulia) and for publishing on the KW agent website. The Greensheet Online (GSO) allows you to create, edit, and submit your Greensheet online. The KWLS/GSO combines your listing data with your transaction information for a unique online system. Before You Begin... Before you create your listing in the KWLS, be sure to have the following items on hand: MLS printout of the listing detail Listing agreement copy One photo of the property saved to your computer or on a disk: only one is required to save your listing, but it is recommended you upload no less than six images. NOTE: If you do not have a photo of the listing TIPS AND TRICKS: Top agents average 14 images per listing. KWLS AND THE GSO 0707R3 2007 KELLER WILLIAMS REALTY INC. 2

Getting Started Navigation Tools Dashboard Screen The Dashboard pages are the home pages for both the KWLS and the GSO. The dashboard gives you quick access to the listings and Greensheets you need to find and shows you a snapshot of your data. Dashboard features include links to help documents and training and the latest news and updates to the tool Headers Simply click on one of the listing/greensheet headers to sort the listings/greensheets by that header. KWLS AND THE GSO 0707R3 2007 KELLER WILLIAMS REALTY INC. 3

Getting Started Tabs In the KWLS, the listing features are accessible by clicking the appropriate tab from the Listing Information screen. When the page tab is active (displaying on the current screen), the tab will appear in orange. When the page tab is inactive, the tab will appear in gray. In the GSO, the Greensheet features are accessible by clicking the appropriate tab from the View Greensheets screen. When the page tab is active (displaying on the current screen), the tab will appear in green. When the page tab is inactive, the tab will appear in gray.. Additional page tabs are available for entering additional associate information in the Associate Details section. Help Icon Click on the Help icon to access additional instructional information about that screen. After clicking the Help icon, a new window will appear on your screen containing everything you need to know to complete the page. At the top of each Help page, you will find the section and subsection titles, which will be helpful when you have more than one page open at the same time. Some Help pages have a Field Function box to quickly reference information for all of the available fields on each page. When you are through using this page, simply click the X in the upper right hand corner to close the page. Asterisk (*) In the listing entry forms, an asterisk (*) next to the field box indicates that this particular field is a required field. You must complete the required field before the KWLS will allow you to save your information. KWLS AND THE GSO 0707R3 2007 KELLER WILLIAMS REALTY INC. 4

Getting Started Introduction Tool Tips Tool tips or mouse-overs give you a brief description of that item, field, or tool. Position your cursor over the word and a brief description will appear. Top Navigation Links The top navigation links are located on every page of the tool. Click the quick link and you will be directed to that page. KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. 5

Create a Listing Chapter 1 KELLER WILLIAMS LISTING SYSTEM (KWLS) AND THE GREENSHEET ONLINE (GSO) Chapter 1: Create a Listing In this chapter [1] Create a Listing [2] Submit Your Listing for Review KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. 6

Create a Listing Create a Listing Chapter 1 The Create a Listing section allows you to create a listing record in the KWLS using the listing details. You must first complete and save the Listing Details section before you will have access to the tabs for the other listing features. Certain listing features are also required to be completed and saved before you can submit the listing for publishing. Once a listing is created and in Initiated status, you can then send the listing for review to publish on your Keller Williams Realty agent website and available for outbound listing feeds. Be sure to have on hand the following items before you create your listing: MLS print out of the listing detail, Listing agreement copy, One photo of the property saved to your computer or on a disk (Only one image is required to save your listing, but it is recommended you upload no less than six images.) KWLS Dashboard Listing Details (Create a Listing) This tab allows you to select which listing details you want to include with your listing. Certain features are required to complete before you can submit for review. 1. Click one of the Create a Listing links located in the Getting started section or on the top navigation bar on the Dashboard page of the KWLS. KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. 7

Create a Listing Chapter 1 The Create your listing page will appear. 2. Complete the appropriate Listing Details (create your listing) fields. These listing details provide all relevant listing information. The more information you provide here, the more information your client will have about the property when it is available to outbound feeds. Please see the table for detailed field descriptions. KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. 8

Create a Listing Chapter 1 Listing Details Field Description Field Description List Price* Listing Date Enter the price of the listing in numerals only no commas. Enter the date of the listing agreement by clicking the calendar icon and then clicking the appropriate date on the calendar. Style Year Built Enter the style of the property. Enter the year the property was built in numerals only no commas. NOTE: Asterisk (*) marks indicate required fields, which Expiry Date By default the KWLS sets the expiration date 90 days from the listing date. If your listing contract is for a longer or shorter period, enter the correct date by clicking the calendar icon and then clicking the appropriate date on the calendar. Lot Size Enter the lot size of the property. Current Price Enter the listing price with numerals only; no commas Sq. Ft Enter the total square footage of the property. MAP URL Listing Status* Property Type* If you have a link to a map of your listing, enter the URL here. Select from the available listing status options. See Listing Status table in Chapter 2. Select from the available property type options. Bedrooms Enter the number of bedrooms from 0-20 by clicking the drop-down list and selecting the appropriate number. Full Bathrooms Half Bathrooms Enter the number of full bathrooms. Enter the number of half bathrooms. House Number* Enter the house number (physical address street number). Master Bed Enter a description of the master bedroom. Street Name* Enter the street name of the property. Rooms Enter the number of rooms from 0-20 by clicking the drop-down list and selecting the appropriate number. Apt. Number Enter the number of the apartment, condo, or unit. Dining Rooms Enter the number of dining rooms from 0-20 by clicking the drop-down list and selecting the appropriate number. Address Enter any additional information pertaining to the address. Living Rooms Enter the number of living rooms from 0-20 by clicking the drop-down list and selecting the appropriate number. Display Address Online Enter whether or not you want to display this address online by clicking the drop-down list and selecting the Yes or No options. Fireplaces Enter the total number of fireplaces from 0-20. City* Enter the name of the city where the property is located. Stories Enter the number of levels of the listing. (usually 1-3) KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. 9

Create a Listing Chapter 1 Field Description Field Description State/Prov* Enter the state or province where the property is located by clicking the drop-down list and selecting the appropriate state/province. Car Garage Enter the total number of cars that will fit in the garage. Zip/Postal* Enter zip/postal code of the property. Basement Enter a description of the basement, if applicable. Township Enter the name of the township where the property is located, if applicable. Dining Room Enter a brief description of the dining room. County Enter the name of the county where property is located, if applicable. Design Description Enter design features of the property. Cross Street Enter the property s cross streets. Recreation Room Enter a description of the recreation room. Subdivision Enter the name of the property s subdivision. Living Room Enter a description of the living room. Area Enter the area of the property, if applicable. Central Air Enter if this property has central air (yes/no). Region Enter the region, if applicable. Heating Enter if this property has heating. Specify gas, electric, or an alternative heating source. Grade School Enter the name of the grade school for this property. Interior Features Enter interior features of the property. Junior High School High School Enter the name of the junior high school for this property. Enter the name of the high school for this property. Exterior Features Utilities Enter exterior features of the property. Enter the type of utilities that service the property. School District Enter the name of the school district for this property. Water District Enter the name of the water district. Description Enter a brief description of the property s features. HOA Annually Enter the yearly home owner association fee (if applicable) in numerals only; no commas. Market Center* Select the name of the market center by clicking on the dropdown list and selecting the appropriate MC. Annual Taxes Enter the annual taxes paid from the previous year in numerals only; no commas. KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. 10

Create a Listing Chapter 1 3. Click the Next button (located at the bottom of the screen) to save your listing details. The MLS Information screen will appear. 4. Enter the MLS number for the listing you are creating in the MLS Number field for the appropriate MLS entity if this listing is only associated with one MLS, and then click the Save button, NOTE: Only add the applicab Or Click in the checkbox of one or more of the available MLS Name options to select the MLS where you have already entered this listing if this listing is associated with more than one MLS, enter the MLS number for the listing you are creating in the MLS Number field for the appropriate MLS entity, and then click the Save button. KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. 11

Create a Listing Chapter 1 Make sure the Listing was saved successfully message displays on the screen. The Listing Information screen will appear and you will now have access to the additional listing features accessible by clicking on the appropriate tab. One listing image is required to be uploaded to the listing before the listing can be saved. Images This tab allows you to add images to the property listing. 1. Click the Images tab on the Listing Information page. The Images screen will appear. NOTE: As of 02/07/07, before you enter a listing KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. 12

Create a Listing Chapter 1 Please see the NOTE to the right for more information. 2. Click the Add Files button. 3. Locate the image (previously saved on your computer or on a disk), click on the image file to select the photo you want to include with your listing, and then click the Open button. NOTE: You must upload at least one image to 4. Click the Edit description link, type a brief description of the image in the text box, and then click the OK button. NOTE: Only these image types can be inserted: 5. Click the Upload button (located in the upper right hand of the screen) to add the image and the image description to your listing. KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. 13

Create a Listing Chapter 1 Make sure that the Image upload complete message displays at the top of the screen and that the image appears in the Current Photos section. Repeat steps 2-5 to add more images to your listing. Click one of the sort icons to arrange the order of images as they appear in your listing. Make sure the Sorting successful message displays at the top of the screen. Clicking the remove icon will delete the image from your listing. Make sure the Image successfully removed message displays at the top of the screen. Clicking the edit link image. will allow you to edit the description of the Open Houses This tab allows you to display details of an open house for a property listing. 1. Click the Open Houses tab on the Listing Information page. The Open Houses screen will appear. KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. 14

Create a Listing Chapter 1 2. Click on the calendar icon, and then select a date from the pop-up calendar, which will automatically insert into the Show date field. 3. Click the arrow on each of the Start Time hour and minute drop-down lists, and then select the hour and minutes when the open house will begin. The minute options are in fifteen-minute intervals. 4. Click the arrow on each of the End Time hour and minute drop-down lists, and then select the hour and minutes when the open house will end. The minute options are in fifteen-minute intervals. 5. Click the Add button to add and save the details you have created for your open house. NOTE: If you need to change the date and/or Make sure that the Open house successfully added message displays at the top of the screen and that the open house displays in the Current Dates section. Clicking the remove icon will delete the open house from your listing. Make sure the Open house successfully removed message displays at the top of the screen. KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. 15

Virtual Tours Create a Listing Chapter 1 This tab allows you to add a link to a virtual tour of a property listing. 1. Click the Virtual Tours tab on the Listing Information page. The Virtual Tours screen will appear. 2. Type a brief description of the virtual tour in the Description field. If this field is not completed, the virtual tour will not display on your listing. 3. Enter the URL (address) of the website where your virtual tour is located in the URL field. Remember to add the http:// or https:// in front of the www or the link will not work. 4. Click the Add button to add and save the virtual tour you have created for your open house. Make sure that the Virtual tour successfully added message displays at the top of the screen and that the open house appears in the Current Tours section. NOTE: If you need to change Clicking the remove icon will delete the virtual tour from your listing. Make sure the Virtual tour successfully removed message displays at the top of the screen. Listing Links This tab allows you to add additional links for a property listing. Examples of recommended listing links include: neighborhood association links, school links, shopping center links, city park links, etc. 1. Click the Listing Links tab on the Listing Information page. 2. The Listing Links screen will appear. KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. 16

Create a Listing Chapter 1 3. Type a brief description of the link in the Description field. If this field is not completed, the listing link will not display on your listing. 4. Enter the URL (address) of the website (such as a link to the local school district website) to which you want to add a link from your listing in the URL field. Remember to add the http:// or https:// in front of the "www" or the link will not work. 5. Click the Add button to add and save the listing link you have created. Make sure that the Listing link successfully added message displays at the top of the screen and that the open house displays in the Current Links section. NOTE: If you need to change the URL Clicking the remove icon will delete the link from your listing. Make sure the Listing link successfully removed message displays at the top of the screen. Documents This tab allows you to add documents to the property listing. Examples of documents are flyers, marketing materials, floor plans, etc. 1. Click the Documents tab on the Listing Information page. The Documents screen will appear. KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. 17

Create a Listing Chapter 1 2. Click the Add Files button. 3. Locate the document (previously saved on your computer or on a disk), click on the document file to select the document you want to include with your listing, and then click the Open button. NOTE: Only these document types can be inserted: KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. 18

Create a Listing Chapter 1 4. Click the Edit description link, type a brief description of the document in the text box, and then click the OK button. 5. Click the Upload button (located in the upper right hand of the screen) to add the image and the document description to your listing. Make sure that the Document upload complete message displays at the top of the screen and that the document appears in the Current Document section. Repeat steps 2-5 to add more documents to your listing. Click one of the sort icons to arrange the order of documents as they appear in your listing. Make sure the Sorting successful message displays at the top of the screen. Clicking the remove icon will delete the document from your listing. Make sure the Document successfully removed message displays at the top of the screen. Clicking the edit link document. will allow you to edit the description of the NOTE: If you need to edit the KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. 19

Marketing Tools Create a Listing Chapter 1 This tab allows you to select the feeds where your listings will be displayed online. 1. Click the Marketing Tool s tab on the Listing Information page. The Feeds page will appear. 2. Click in the appropriate radio button to select which feeds you want to use to display your listing. See the table below for more information. Field Available to Google Available to Trulia Available to CyberHomes Description Select Yes, if you want this listing to be displayed on Google, or No if you do not. Select Yes, if you want this listing to be displayed on Trulia, or No if you do not. Select Yes, if you want this listing to be displayed on CyberHomes, or No if you do not. 3. Click the Save button to save your selection(s). KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. 20

Create a Listing Chapter 1 Submit Listing for Review After you have added the listing details and the available listing features, you will need to send the listing for review before it will be published on your Keller Williams Realty agent website and available for outbound feeds. 1. Click the Listing Details tab to go to the Listing Information page. 2. Verify that the listing information is correct, and then click the Submit for review button, which is located at the bottom right hand of the Listings Details screen. Make sure that the Listing has been submitted message displays at the top of the screen. KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. 21

Create a Listing Chapter 1 The listing will be reviewed by the designated person in your office, who will then accept the listing or return the listing to the agent (which will require you to edit the listing and resubmit for review). To confirm that your listing is accepted, you can always check the listing status on the dashboard by clicking the Return to Dashboard or Find a Listing link on the top of each KWLS screen. TIPS AND TRICKS: If you need to edit the listing details at any time, simply click the Edit button on the bottom of the Listings Details section to edit any listing information. KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. 22

Find a Listing Chapter 2 KELLER WILLIAMS LISTING SYSTEM (KWLS) AND THE GREENSHEET ONLINE (GSO) Chapter 2: Find a Listing In this chapter [1] Find a Listing [2] Publish Status [3] Edit a Listing KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. 23

Find a Listing Chapter 2 Find a Listing The Find a Listing screen allows you to search for listings. KWLS Dashboard 3. Click one of the Find a Listing links located in the Getting started section or on the top navigation bar on the Dashboard of the KWLS. The Find a Listing screen will appear. KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. 24

Find a Listing Chapter 2 4. Complete at least one of the Find a Listing fields, and then click the Search button. Please see the table below for detailed field descriptions. Field Listing Search Options Description MLS Number Address City KWLS Status Listing Status State/Prov Location Agent Name Enter the MLS number. Enter the physical street address of the property. Enter the city name of the property. Select from the KWLS status options. The Any option is the default selection. See also the Listing Status Options table. Select from the listing status options. The Any option is the default selection. Select from the state and province options. Select from the location options. The My Market Center(s) option is the default selection. Select from the two agent name options, and then enter the appropriate name in the corresponding field. Your search results will display. KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. 25

Find a Listing Chapter 2 5. Click on the MLS number link in the MLS column to display the listing record. TIPS AND TRICKS: Simply click on one of the listing headers to sort the listings by that header. KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. 26

Publish Status Find a Listing Chapter 2 KWLS Status See the table below for detailed descriptions for each status category. KWLS Status KWLS Status Options Description Initiated This is the default setting. The record can be saved in the database, but will not be available to the outbound feeds (eg: Trulia.com) or on the Keller Williams Realty websites. Indicates that the agent is still working on the listing. A record cannot return to this state after it has been Submitted. Submitted The listing is complete. It will not be available to the outbound feeds or on the websites until it is accepted. When a listing is returned to agent and resubmitted, the status will change from Returned to Submitted. Accepted The listing is complete and has been accepted by the Market Center. It will be available to the outbound feeds and included on Keller Williams Realty websites, when applicable and if the agent so chooses. Returned The listing has been submitted, but returned to agent by the Market Center with appropriate reasons explained in the notes section. Listing Status Listing Status Options Listing Status Active Pending Pending Contingent Pending Taking Backups Under Contract Withdrawn Temporarily off market Transaction not closed Sold Expired Definition Listing is for sale. This is the default status for initial listing entry into KWLS. Listing is pending a contract agreement. Listing is pending a contract agreement that is contingent on the sale of a buyer s home. Listing is pending a contract agreement and backup offers are considered. Listing is under contract and is no longer available to the websites and other outbound feeds. Listing is withdrawn and will cause the listing record in the system to expire. Listing has been taken off the market temporarily. Contract has not gone through to the MORE system and the listing is available for editing and marketing purposes. Listing property is sold. Listing property is expired and must be removed from the websites and the outbound feeds within 24 hours. KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. 27

Edit a Listing Find a Listing Chapter 2 If you need to edit one of your listings, you can easily revise the listing details or the listing features (image, open house, virtual tour, or listing link) at any time. Edit the Listing Details You can edit a listing detail and save your changes in a few simple steps. 1. Click the Find a Listing on the top navigation bar. 2. Click on the link in the MLS column for the listing you want to edit. The listing record will appear on the screen. KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. 28

Find a Listing Chapter 2 3. Click the Edit button located at the bottom of the listing record to edit the listing details. The Edit Listing Detail screen will appear. TIPS AND TRICKS: Click the Back button to return to the View listing information screen. 4. Edit one or more of the listing details fields, and then click the Next button located at the bottom of the screen to save your listing changes. Make sure the Listing was saved successfully message displays on the screen. The MLS Information screen will appear. KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. 29

Find a Listing Chapter 2 5. Confirm the MLS information associated with the listing is correct, and then click the Save button. If the MLS information for the listing is incorrect, edit the information and then click the Save button. Edit the Listing Features To edit a listing feature, you will need to first remove the incorrect listing feature, and then add or upload a new listing feature. 1. Click Find a Listing on the top navigation bar. The Find a Listing page will appear. KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. 30

Find a Listing Chapter 2 6. Complete at least one of the Find a Listing fields, and then click the Search button. 3. Click on the link in the MLS column for the listing you want to edit. The listing record will appear on the screen. KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. 31

Find a Listing Chapter 2 4. Click the appropriate tab to go to that section of the listing feature on the Listing Information screen. The appropriate listing feature section will appear. The image below shows the Listing Links feature. 5. Click the remove icon to delete the feature item (open house, virtual tour, listing link, document, marketing tool or image) from your listing. Make sure a message displays at the top of the screen indicating it was successfully removed. 6. Create or select a new listing feature, and then click the Add button or Upload button to add/upload and save the listing feature you have created. Make sure a message displays at the top of the screen indicating it was successfully added or uploaded and that the listing feature displays in the Images/Open Houses/Virtual Tours/Listing Links/Documents/Marketing Tools section. KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. 32

Create a Greensheet Chapter 3 KELLER WILLIAMS LISTING SYSTEM (KWLS) AND THE GREENSHEET ONLINE (GSO) Chapter 3: Create a Greensheet In this chapter [1] KW Listing Agent [2] Buyer Agent KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. 33

Contract to Close Create a Greensheet Chapter 3 A Greensheet must be completed for every transaction. A KW listing must be first entered into the KWLS when applicable, and then accepted by the designated person in your Market Center before you can access the online Greensheet. When you are ready to complete a Greensheet, please have the following items on hand: Fully executed, signed sales contract Other addenda pertaining to the property as required by your state and your Market Center for the Team Leader s (or designated Greensheet reviewer s) acceptance Greensheet Dashboard KW Listing Agent 1. Click one of the Create a Greensheet links located in the Getting started section or on the top navigation bar on the Dashboard page of the Greensheet. KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. 34

Create a Greensheet Chapter 3 The Create greensheet page will appear. 2. Select the Yes, I am option indicating that you are the listing agent for this Greensheet you want to create. 3. Select one of the options (Yes, it has or No, it has not) indicating if the listing has been entered into the KWLS If the listing has not been entered into the KWLS, select the No, it has not option and continue to the Create a listing section in the KWLS. If the listing has been entered into the KWLS, select the Yes, it has option. The KWLS Find a Listing screen will appear. KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. 35

Create a Greensheet Chapter 3 4. Complete at least one of the Find a listing fields, and then click the Search button to search for the listing for which you want to create a Greensheet. Your search results will display. 5. Click on the listing link located in the MLS column when you locate the listing. The Listing Details tab on the Listing Information screen will appear. 6. Click the Greensheet button, which is located at the bottom of the Listing Information screen of the opened listing. KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. 36

The Greensheet screen will appear. Create a Greensheet Chapter 3 7. Complete the appropriate fields based on your transaction. Fields in red font are required and must be completed before you can save the Greensheet. Please see the table in the Appendix for detailed field descriptions. 8. Click the Save button to save your Greensheet information. Make sure the Status: Initiated message displays in the Status section on top center of the screen. Buyer Agent 1. Click one of the Create a Greensheet links located in the Getting started section or on the top navigation bar on the Dashboard page of the Greensheet. The Create greensheet page will appear. KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. 37

Create a Greensheet Chapter 3 2. Select the No, I am not option indicating that you are not the listing agent for this Greensheet you want to create. 3. Select one of the options (Yes, it is or No, it is not) indicating if the listing is a KW listing. If the listing for which you want to create a Greensheet is a KW listing, select the Yes, it is option. The KWLS Find a Listing screen will appear. If the listing is not a KW listing, select the No, it is not option and continue to step 7 to create a Greensheet. 4. Complete at least one of the Find a listing fields, and then click the Search button to search for the listing for which you want to create a Greensheet. Your search results will display. 5. Click on the listing link located in the MLS column when you find the listing. The Listing Details tab on the Listing Information screen will appear. KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. 38

Create a Greensheet Chapter 3 If there isn't a listing created in the KWLS, please contact the seller's agent before you create the Greensheet. If the seller's agent wishes you to create the Greensheet process, please continue to step 6. 6. Click the Greensheet button, which is located at the bottom of the Listing Information screen of the opened listing. The Greensheet screen will appear. 7. Complete the appropriate fields based on your transaction. Fields in red font are required and must be completed before you can save the Greensheet. Please see the table in the Appendix for detailed field descriptions. KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. 39

Create a Greensheet Chapter 3 8. Click the Save button to save your Greensheet information. Make sure the Status: Initiated message displays in top center of the screen. KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. 40

Submit a Greensheet Chapter 4 KELLER WILLIAMS LISTING SYSTEM (KWLS) AND THE GREENSHEET ONLINE (GSO) Chapter 4: Submit a Greensheet In this chapter [1] Edit a Greensheet [2] Submit a Greensheet KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. 41

Edit a Greensheet Submit a Greensheet Chapter 4 Before you submit your Greensheet for acceptance, ensure that all of the information saved in the Greensheet is correct. To open a saved Greensheet, you must first go the Find a Greensheet screen or simply click on the appropriate tab on the dashboard. 1. Complete one of the fields, and then click the Search button on the Find a Listing screen to locate your Greensheet. Or simply click the appropriate tab on the dashboard screen. 4. Click on the MLS Number link located in the MLS column. KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. 42

Submit a Greensheet Chapter 4 The existing Greensheet screen will appear. KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. 43

Submit a Greensheet Chapter 4 3. Verify all the information on the Greensheet is correct. If you need to edit any information, do so by updating the specific fields with the correct information. 4. Click the Save button to save the updated Greensheet. KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. 44

Submit a Greensheet Chapter 4 Submit a Greensheet When you have confirmed that all the information saved in the Greensheet is correct and you are ready to submit the Greensheet, open the saved Greensheet by clicking the Initiated tab on the dashboard or open the Find a Greensheet screen. 1. Complete one of the fields, and then click the Search button to locate your Greensheet. 2. Click on the MLS Number link located in the MLS column. The initiated Greensheet screen will appear. KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. 45

Submit a Greensheet Chapter 4 3. Verify all the information on the Greensheet is correct. If you need to edit any information, do so by updating the specific fields with the correct information, and then click the Save button to save the updated Greensheet. 4. Click the Submit button when you are ready to submit the Greensheet. Make sure the message Status: Submitted displays in top center of the screen. If the Greensheet is returned to you by the Market Center, an email will be sent to you notifying you that will need to revise and resubmit the Greensheet. You can also click the Accepted tab on the dashboard to verify if the Greensheet is has been accepted by the Market Center. KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. 46

Appendix Appendix KELLER WILLIAMS LISTING SYSTEM Appendix KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. 47

Field Close Date* Contract Date* Type* Class* Listing Side Selling Side Property MLS # MLS Area Street #* Street Name* City* State/Province* Appendix Greensheet General Information Description Click on the calendar icon, and then select the date this closing was funded. If entering a new Greensheet, enter the expected date this closing will fund. Click on the calendar icon, and then select the date of the signed contract. In order for the Greensheet to be accepted by the MC, this date needs to be in the current period of the local WinMORE system. Type/Class/Source Click the arrow on the drop-down list, and then select one of the Type options. (An example of the Other option is a personal transaction with $0 company dollar.) Click the arrow on the drop-down list, and then select one of the Class options. This field details additional information about the transaction. Click the arrow on the drop-down list, and then select one of the Listing Side options. This field denotes the marketing source; how you obtained the listing. Click the arrow on the drop-down list, and then select one of the Selling Side options. This field denotes the marketing source; how you obtained the listing. Click the arrow on the drop-down list, and then select one of the Property options. Property Enter the number obtained from your local Multiple Listing Service (MLS), if not already pre-populated. Area identifier from the local MLS map, if not already pre-populated. Enter the physical street number of the property being sold, if not already pre-populated. Enter the street name of the property being sold, if not already prepopulated. Enter the city of the property being sold, if not already pre-populated. Enter the state or province of the property being sold, if not already pre-populated. Appendix NOTE: Fields with an asterisk (*) indicate the information is required and must be Field Greensheet Description KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. 48

Appendix Appendix Zip/Postal Code* County* Subdivision Map Grid Enter the state or postal code of the property being sold, if not already pre-populated. Enter the county of the property being sold, if not already prepopulated. Enter the name of the subdivision where the property is located. Enter the map grid information (used by your MLS or from a MAPSCO) for the property, if applicable. Buyer Salutation Buyer* Address City State/Province Zip/Postal Phone Fax Will Owner Occupy Click the arrow on the drop-down list, and then select one of the Salutation options. Enter the first and last name of the buyer. Enter the name in this specific format: fist name first, then middle name, and then last name. Enter the current address or post office box of the buyer. Enter the current city of the buyer. Click the arrow on the drop-down list, and then select the current state/province of the buyer. Enter the current zip/postal code of the buyer. Enter the phone number of the buyer. Enter the fax number of the buyer. Click in the appropriate radio button to select if the buyer will occupy the property. Seller Salutation Seller Address City State/Province Zip/Postal Phone Click the arrow on the drop-down list, and then select the appropriate salutation. Enter the first and last name of the seller. Enter the name in this specific format: fist name first, then middle name, and then last name. Enter the physical street address or post office box where the seller is moving. Enter the city where the seller is moving. Click the arrow on the drop-down list, and then select the current state/province of the seller. Enter the zip/postal code where the seller is moving. Enter the phone number of the seller. Field Greensheet Description KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. 49

Appendix Appendix Fax Enter the current fax number of the seller. Co-Broker Company Name Agent Name Address City State/Province Zip/Postal Phone Fax Amount MC to Pay Co-Broker Tax ID# Have you talked to this agent about Keller Williams? Why not? Would be want this agent on our team? Why? Enter the company name of the broker on the other side of this transaction.. Enter the first and last name of the agent at the co-broker s office. Enter address/post office box of the co-broker Enter the city of the co-broker. Click the arrow on the drop-down list, and then select the state/province of the co-broker. Enter the zip/postal code of the co-broker. Enter the phone number of the co-broker. Enter the fax number of the co-broker. Enter the dollar amount that will be paid to the co-broker by your MC. Only enter an amount if your MC is paying the co-broker, Enter the Tax ID number of the co-broker, if applicable in your state/province. Contact your local real estate governing authority if you are not certain if this applies in your area. Click in the appropriate radio button to select if you have talked to this agent about joining Keller Williams. Enter a reason why you have not talked to this agent about joining Keller Williams. Click in the appropriate radio button to select if you would want this agent on our team. Enter a reason explaining your answer as to whether or not you would want this agent to be on our team. Mortgage Company Company Name Address City State/Province Click on the arrow of the drop-down list, and then select the name of the mortgage company. Enter the full mortgage company name if it is not listed. Enter the address or post office box for this mortgage company. Enter the city where this mortgage company is located. Click the arrow on the drop-down list, and then select the state/province where this mortgage company is located. Field Greensheet Description KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. 50

Appendix Appendix Zip/Postal Phone Fax Loan Number Loan Amount Loan Officer Loan Type Enter the zip/postal code for this mortgage company. Enter the phone number of this mortgage company. Enter the fax number of this mortgage company. Enter the loan number, if applicable. Enter the amount of the loan, if applicable. Enter the first and last name of the loan officer. Click on the arrow of the drop-down list, and then select the type of the loan. Closing Company Close File ID# Company Name Company Type Address City State/Province Zip/Postal Phone Fax Closing Officer Enter the close file ID#. Enter the full name of the closing company. Click on the arrow of the drop-down list, and then select the company type. Enter the closing company s address or post office box. Enter the closing company s city. Click on the arrow of the drop-down list, and then select the closing company s state/province. Enter the zip/postal code of the closing company. Enter the phone number of the closing company. Enter the fax number of the closing company. Enter the first and last names of the closing officer. Home Warranty Information Who is paying for Warranty? Warranty Provider Warranty ID# Address City State/Province Field Zip/Postal Enter the name of the person who will pay for the home warranty policy fee. Enter the name of the warranty provider. Enter the warranty ID number. Enter the address or post office box of the warranty provider. Enter the city of the warranty provider. Click on the arrow of the drop-down list, and then select the closing warranty provider s state/province. Greensheet Description Enter the zip/postal code of the warranty provider. KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. 51

Appendix Appendix Earnest/Escrow Money Held By Amount Earnest/Escrow Money Information Enter the name of the company that is currently holding the funds received from the buyer. Enter the amount of the earnest/escrow funds. Notes Enter any additional notes that you want to include regarding the transaction. Property Address: Sale Price* Commission Percentage Commission Flat Enter the purchase price of the property as reflected on the sales contract in numerals only no commas. Enter the commission percent of either the listing and/or sale, if applicable. The designated person in your MC will select the appropriate radio button. Enter the commission dollar amount in numerals only (no commas) of either the listing and/or sale, if applicable. If you have a percentage on one side and a flat commission on the others side of the transaction, calculate the flat commission amount for both sides and enter that amount. The designated person in your MC will select the appropriate radio button. Associate Detail Page 1 MORE ID KW Associate Name Associate Role Type Class Agency Listing Unit Click the magnifier icon to open the Associate Search window, and then select the associate s MORE ID. This field will be pre-populated after the MORE ID field is completed. Click on the arrow of the drop-down list, and then select one of the associate role options. Click on the arrow of the drop-down list, and then select one of the type options. Click on the arrow of the drop-down list, and then select one of the class options. Click on the arrow of the drop-down list, and then select one of the agency options. Enter the listing unit amount (in numerals) only if the type is a listing or both. Leave filed blank for all other types. The listing side of a transaction represents one unit. If you have multiple associates, the total listing units should be equal to one (1) unit. Greensheet Sales Unit Field Description Enter the listing unit amount (in numerals) only if the type is a listing or both. Leave filed blank for all other types. The listing side of a KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. 52

Appendix transaction represents one unit. If you have multiple associates, the total listing units should be equal to one (1) unit. Appendix Associate Written Volume Gross Commission Outside Referral Concession to Buyer or Seller Bonus/Admin Fee --split with MC or 100% to agent Subtotal % Assoc. Commission Split Assoc. Commission Subtotal Royalty Rate Capped on FR? Associate Royalty Associate Licensing Inside Referral Associate 1099/T4 Income This field is auto-populated: (price multiplied by listing unit) + (price multiplied by sales unit)=associate Written Volume This field is auto-populated. Enter the percentage of gross commission paid to an outside referral (someone outside your MC) in numerals only. Enter the amount in numerals only (approved by the TL) the MC has agreed to be taken out of gross commission as a concession to close the transaction. Enter the amount in numerals only to be paid in addition to the gross commission by the buyer or seller as a bonus or administration fee. Click on the arrow of the drop-down list, and then select one of the two options. Select if the bonus/admin fee will be shared with the MC or paid to 100% to the associate. This field is auto-populated: (Gross Commission subtracted by Outside Referral subtracted by Concession to Buyer or Seller + Bonus/Admin) Enter your commission split percentage with the MV in numerals only. This field is auto-populated: Subtotal multiplied by % Assoc. Commission Split (Gross Commission subtracted by Outside Referral subtracted by Concession to Buyer or Seller) multiplied by % Assoc. Commission Split + Bonus This field is auto-populated: Subtotal multiplied by Royalty Rate multiplied by Agent (A) Cap. Select if you believe you have capped on associate royalty and no longer are required to pay this. This field is auto-populated: Gross Commission multiplied by Royalty Rate multiplied by Agent (A) Cap. This field will be available in the future. Enter the amount that another associate agrees to pay another associate within your MC. Make sure you indicate which associate(s) are paying and which associate(s) are receiving the referral amount. This field is auto-populated: Associate Commission subtracted by Associate Royalty added/subtracted by Inside Referral Amounts. KW Cares Field Greensheet Description Enter the KW Cares donation amount (in numerals only) to be deducted from your commission. KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. 53

Appendix Appendix Buyer s Home Warranty Other Deductions Net Commission Enter the buyer s home warranty amount in numerals only. Enter any other deductions to be paid in numerals only. This field is auto-populated: (if the % Assoc. Commission Split is less than zero, then use the Inside Referral amount; if it is more than zero, subtract % Assoc. Commission Split, Assoc. Commission Subtotal, Associate Royalty, Inside Referral, KW Cares, Other Deductions, Buyer s Home Warranty. Outside Referrals Broker/Company Name/Agent Dollar Amount Paid By: Associate Tax ID# Address City State/Province Zip/Postal Phone Fax Email Enter the name of outside referral person s broker, company or agent. Enter the amount of the referral to be paid in numerals only. Select the associate that will pay the referral amount. Enter Tax ID # in numerals only of the outside referral person. Enter the address of the outside referral person. Enter the city of the outside referral person. Enter the state/province of the outside referral person. Enter the zip/postal code of the outside referral person. Enter the phone number of the outside referral person. Enter the fax number of the outside referral person. Enter the email address of the outside referral person. KELLER WILLIAMS LISTING SYSTEM 1006R2 2007 KELLER WILLIAMS REALTY INC. 54