kwls and the gso - ag

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Keller Williams

Listing System

(KWLS)and the

Greensheet Online

(GSO)

Erin Fox

An Associate’s Guide to Using the KWLS and the GSO



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

NOTES. . .



KELLER WILLIAMS LISTING SYSTEM 1006R2– © 2007 KELLER WILLIAMS REALTY INC. ii

N OTICES

While Keller Williams Realty International (KWRI) has taken due care in the preparation of allcourse materials, we cannot guarantee their accuracy. KWRI makes no warranties eitherexpressed or implied with regard to the information and programs presented in the course or inthis manual. If any part of this notice is unclear, please contact Keller Williams’ legaldepartment.

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 anyform or by any means without the prior permission of Keller Williams Realty International.



KELLER WILLIAMS LISTING SYSTEM 1006R2– © 2007 KELLER WILLIAMS REALTY INC. ii i

T ABLE OF C ONTENTS

GETTING S TARTED ...................................................................................... 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...........................................................40

Edit a Greensheet 41

Submit a Greensheet 44

A PPENDIX ....................................................................................................46



Getting Started

KWLS AND THE GSO 0707R3– © 2007 KELLER WILLIAMS REALTY INC. 1

KELLER W ILLIAMS L I STING SYSTEM (KWLS) AND THE

GREENSHEET ONLINE (GSO)

Getting Started

In this chapter …

[1] Introduction

[2] Navigation Tools



Getting Started


Introduction

The Keller Williams Listing System, commonly referred to as the KWLS, is acentralized listing database that is designed to help Keller Williams Realty

associates market their listings online. The KWLS offers new listing details andfeatures and provides you with more control over how and where your listingsare published. Accepted listings will be available to outbound feeds to realestate search websites (Google and Trulia) and for publishing on the KW agent website. The Greensheet Online (GSO) allows you to create, edit, and submityour Greensheet online. The KWLS/GSO combines your listing data withyour transaction information for a unique online system.

Before You Begin . . .Before you create your listing in the KWLS, be sure to have the following itemson hand:

• MLS printout of the listing detail

• Listing agreement copy

• One photo of the property saved to your computer or on a disk: onlyone is required to save your listing, but it is recommended you uploadno less than six images.

TIPS AND TRICKS: Top agents average 14 images per

listing.

NOTE: If you do not

have a photo of thelisting handy, youcan initiate thelisting in the KWLSand add the photolater. You wil l NOTbe able to submi tthe listing forpublishing until thephoto is added.



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 needto find and shows you a snapshot of your data. Dashboard features includelinks to help documents and training and the latest news and updates to thetool

Headers

Simply click on one of the listing/Greensheet headers to sort thelistings/Greensheets by that header.



Getting Started


Tabs

In the KWLS, the listing features are accessible by clicking the appropriate tabfrom the Listing Information screen. When the page tab is active (displayingon the current screen), the tab will appear in orange. When the page tab isinactive, the tab will appear in gray.

In the GSO, the Greensheet features are accessible by clicking the appropriatetab from the View Greensheets screen. When the page tab is active(displaying on the current screen), the tab will appear in green. When the pagetab is inactive, the tab will appear in gray.

.

Additional page tabs are available for entering additional associate informationin the Associate Details section.

Help Icon

Click on the Help icon to access additional instructional information aboutthat screen. After clicking the Help icon, a new window will appear on yourscreen containing everything you need to know to complete the page. At thetop 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 informationfor all of the available fields on each page. When you are through using thispage, 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 thisparticular field is a required field. You must complete the required field beforethe KWLS will allow you to save your information.



Getting Started Introduction

KELLER WILLIAMS LISTING SYSTEM 1006R2– © 2007 KELLER WILLIAMS REALTY INC. 5

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 quicklink and you will be directed to that page.



Create a Listing Chapter 1




Chapter 1:

Create a Listing

In this chapter …

[1] Create a Listing

[2] Submit Your Listing for Review





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 moreinformation you provide here, the more information your client willhave about the property when it is available to outbound feeds. Pleasesee the table for detailed field descriptions.





Listing Details

Field Description Field Description

List Price* Enter the price of the listing in numerals only—no commas.

Style Enter the style of the property.

Listing Date Enter the date of the listingagreement by clicking thecalendar icon and then clickingthe appropriate date on thecalendar.

Year Built Enter the year the property was built in numerals only—no commas.

Expiry Date By default the KWLS sets theexpiration date 90 days from thelisting date. If your listingcontract is for a longer or shorterperiod, enter the correct date byclicking the calendar icon andthen clicking the appropriate date

on the calendar.

Lot Size Enter the lot size of the property.

CurrentPrice

Enter the listing price withnumerals only; no commas

Sq. Ft Enter the total square footage of theproperty.

MAP URL If you have a link to a map ofyour listing, enter the URL here.

Bedrooms Enter the number of bedrooms from 0 -20 by clicking the drop-down list andselecting the appropriate number.

ListingStatus*

Select from the available listingstatus options. See Listing Statustable in Chapter 2.

FullBathrooms

Enter the number of full bathrooms.

Property

Type*

Select from the available property

type options.

Half

Bathrooms

Enter the number of half bathrooms.

HouseNumber*

Enter the house number (physicaladdress street number).

Master Bed Enter a description of the masterbedroom.

StreetName*

Enter the street name of theproperty.

Rooms Enter the number of rooms from 0 - 20by clicking the drop-down list andselecting the appropriate number.

Apt.Number

Enter the number of theapartment, condo, or unit.

DiningRooms

Enter the number of dining rooms from0-20 by clicking the drop-down list andselecting the appropriate number.

Address Enter any additional informationpertaining to the address.

LivingRooms

Enter the number of living rooms from 0-20 by clicking the drop-down list andselecting the appropriate number.

Display AddressOnline

Enter whether or not you want todisplay this address online byclicking the drop-down list andselecting the Yes or No options.

Fireplaces Enter the total number of fireplaces from0 - 20.

City* Enter the name of the city wherethe property is located.

Stories Enter the number of levels of the listing.(usually 1 - 3)

NOTE:

Aster isk (*)marks indicate

required fieldswhich must becompletedbefore you wibe able to savor submit thislisting.





Field Description Field Description

State/Prov * Enter the state or province wherethe property is located by clickingthe drop-down list and selectingthe appropriate state/province.

Car Garage Enter the total number of cars that will fitin the garage.

Zip/Postal* Enter zip/postal code of theproperty.

Basement Enter a description of the basement, ifapplicable.

Township Enter the name of the township where the property is located, ifapplicable.

DiningRoom

Enter a brief description of the diningroom.

County Enter the name of the county where property is located, ifapplicable.

DesignDescription

Enter design features of the property.

Cross Street Enter the property’s cross streets. RecreationRoom

Enter a description of the recreationroom.

Subdivision Enter the name of the property’ssubdivision.

LivingRoom

Enter a description of the living room.

Area Enter the area of the property, ifapplicable.

Central Air Enter if this property has central air(yes/no).

Region Enter the region, if applicable. Heating Enter if this property has heating. Specifygas, electric, or an alternative heatingsource.

GradeSchool

Enter the name of the gradeschool for this property.

InteriorFeatures

Enter interior features of the property.

Junior High

School

Enter the name of the junior high

school for this property.

Exterior

Features

Enter exterior features of the property.

HighSchool

Enter the name of the highschool for this property.

Utilities Enter the type of utilities that service theproperty.

SchoolDistrict

Enter the name of the schooldistrict for this property.

WaterDistrict

Enter the name of the water district.

Description Enter a brief description of theproperty’s features.

HOA Annually

Enter the yearly home owner associationfee (if applicable) in numerals only; nocommas.

MarketCenter*

Select the name of the marketcenter by clicking on the drop-down list and selecting the

appropriate MC.

Annual Taxes

Enter the annual taxes paid from theprevious year in numerals only; nocommas.





3. Click the Next button (located at the bottom of the screen) to saveyour listing details.

The MLS Information screen will appear.

4. Enter the MLS number for the listing you are creating in the MLSNumber field for the appropriate MLS entity if this listing is only associatedwith one MLS , and then click the Save button,

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 ifthis listing is associated with more than one MLS , enter the MLS number forthe listing you are creating in the MLS Number field for theappropriate MLS entity, and then click the Save button.

NOTE: Only add

the applicable MLSwhere you havealready entered thelisting. It isimportant that thisinformation iscorrect.





Make sure the Listing was saved successfully message displays onthe screen.

The Listing Information screen will appear and you will now haveaccess to the additional listing features accessible by clicking on theappropriate tab. One listing image is required to be uploaded to thelisting 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.

Please see the NOTE to the right for more information.

NOTE: As of

02/07/07, before youenter a listing into the

KWLS, you will needto install the AurigmaImage Uploader program, whichenables you to addimages to your listing.Simply click theInstall button whenprompted.





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 yourlisting, and then click the Open button.

4. Click the Edit description link, type a brief description of the image inthe 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 image description to your listing.

NOTE: Only these

image types can beinserted: "*.jpg;*.jpeg; *.jpe;*.gif;*.png; *.tif; *.tiff;*.psd". Themaximum group s izeis 8 MB in a group,so you may need toadd larger s ized

images separately.The maximum of 20images total areallowed.

NOTE: You must

upload at least oneimage to your listingbefore you are able tosubmit the listing forpublishing. It isrecommended that a

minimum of siximages are uploadedto the listing.





Make sure that the Image upload complete message displays at thetop 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 messagedisplays 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 thetop of the screen.

Clicking the edit link will allow you to edit the description of theimage.

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.





2. Click on the calendar icon , and then select a date from the pop-upcalendar, which will automatically insert into the Show date field.

3. Click the arrow on each of the Start Time hour and minute drop-downlists, and then select the hour and minutes when the open house willbegin. The minute options are in fifteen-minute intervals.

4. Click the arrow on each of the End Time hour and minute drop-downlists, and then select the hour and minutes when the open house willend. The minute options are in fifteen-minute intervals.

5. Click the Add button to add and save the details you have created foryour open house.

Make sure that the Open house successfully added message displaysat the top of the screen and that the open house displays in the CurrentDates section.

Clicking the remove icon will delete the open house from yourlisting. Make sure the Open house successfully removed messagedisplays at the top of the screen.

NOTE: If you need to

change the date and/ortimes of the open houseyou will first need toremove that open houseand then add a new openhouse for the listing withthe correct information.





Virtual Tours

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. Ifthis field is not completed, the virtual tour will not display on yourlisting.

3. Enter the URL (address) of the website where your virtual tour islocated in the URL field. Remember to add the http:// or https:// infront of the “www” or the link will not work.

4. Click the Add button to add and save the virtual tour you have createdfor your open house. Make sure that the Virtual tour successfullyadded message displays at the top of the screen and that the open

house appears in the Current Tours section.

Clicking the remove icon will delete the virtual tour from yourlisting. Make sure the Virtual tour successfully removed messagedisplays 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, schoollinks, shopping center links, city park links, etc.

1. Click the Listing Links tab on the Listing Information page.

NOTE: If you need

to change the URLof the virtual tour,

you will first need toremove the virtualtour, and then add anew virtual tour forthe listing.





2. The Listing Links screen will appear.

3. Type a brief description of the link in the Description field. If this fieldis not completed, the listing link will not display onyour listing.

4. Enter the URL (address) of the website (such as a link to the localschool district website) to which you want to add a link from yourlisting in the URL field. Remember to add the http:// or https:// infront 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 CurrentLinks section.

Clicking the remove icon will delete the link from your listing. Makesure the Listing link successfully removed message displays at thetop of the screen.

Documents

This tab allows you to add documents to the property listing. Examples ofdocuments are flyers, marketing materials, floor plans, etc.

1. Click the Documents tab on the Listing Information page.

The Documents screen will appear.


change the URL ordescription of thelisting link, you willfirst need to removethat listing link , andthen add a new linkfor the listing.





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 canbe inserted:"*.zip,*.ppt,*.doc,*.txt,*.pdf". The maximumgroup size is 8 MB ina group, so you mayneed to add larger

sized documentsseparately. Themaximum of 20documents total areallowed.





4. Click the Edit description link, type a brief description of thedocument 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 atthe top of the screen and that the document appears in the CurrentDocument section.

Repeat steps 2 - 5 to add more documents to your listing.

Click one of the sort icons to arrange the order of documents asthey 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 atthe top of the screen.

Clicking the edit link will allow you to edit the description of thedocument.


edit the document,you will first need toremove the document,and then add a newdocument.





Marketing Tools

This tab allows you to select the feeds where your listings will be displayedonline.

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 touse to display your listing. See the table below for more information.

Field Description

Available toGoogle

Select Yes, if you want this listing to bedisplayed on Google, or No if you do not.

Available to Trulia

Select Yes, if you want this listing to bedisplayed on Trulia, or No if you do not.

Available toCyberHomes

Select Yes, if you want this listing to bedisplayed on CyberHomes, or No if you donot.

3. Click the Save button to save your selection(s).





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 yourKeller 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 Submitfor review button, which is located at the bottom right hand of theListings Details screen. Make sure that the Listing has beensubmitted message displays at the top of the screen.





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 thelisting 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 Editbutton on the bottom of the Listings Details sectionto edit any listing information.



Find a Listing Chapter 2




Chapter 2:

Find a Listing

In this chapter …

[1] Find a Listing

[2] Publish Status

[3] Edit a Listing





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.





4. Complete at least one of the Find a Listing fields, and then click theSearch button. Please see the table below for detailed fielddescriptions.

Listing Search Options

Field Description

MLS Number Enter the MLS number.

Address Enter the physical street address of the property.

City Enter the city name of the property.

KWLS Status Select from the KWLS status options. The Any option is the default selection. Seealso the Listing Status Options table.

Listing Status Select from the listing status options. The Any option is the default selection.

State/Prov Select from the state and province options.

Location Select from the location options. The My Market Center(s) option is the defaultselection.

Agent Name Select from the two agent name options, and then enter the appropriate name in thecorresponding field.

Your search results will display.





5. Click on the MLS number link in the MLS column to display the listingrecord.

TIPS AND TRICKS: Simply click on one of the listing headers to sort the listings by that

header.





Publish Status

KWLS Status

See the table below for detailed descriptions for each status category.

KWLS Status Options

KWLSStatus

Description

Initiated This is the default setting. The record can be saved in the database, but will not be available tothe outbound feeds (eg: Trulia.com) or on the Keller Williams Realty websites. Indicates thatthe agent is still working on the listing. A record cannot return to this state after it has beenSubmitted.

Submitted The listing is complete. It will not be available to the outbound feeds or on the websites untilit is accepted. When a listing is returned to agent and resubmitted, the status will change fromReturned to Submitted.

Accepted The listing is complete and has been accepted by the Market Center. It will be available to theoutbound feeds and included on Keller Williams Realty websites, when applicable and if theagent so chooses.

Returned The listing has been submitted, but returned to agent by the Market Center with appropriatereasons explained in the notes section.

Listing Status

Listing Status Options

Listing Status Definition

Active Listing is for sale. This is the default status for initial listing entry into KWLS.

Pending Listing is pending a contract agreement.

Pending Contingent Listing is pending a contract agreement that is contingent on the sale of a buyer’shome.

Pending TakingBackups

Listing is pending a contract agreement and backup offers are considered.

Under Contract Listing is under contract and is no longer available to the websites and other

outbound feeds. Withdrawn Listing is withdrawn and will cause the listing record in the system to expire.

Temporarily offmarket

Listing has been taken off the market temporarily.

Transaction not closed Contract has not gone through to the MORE system and the listing is availablefor editing and marketing purposes.

Sold Listing property is sold.

Expired Listing property is expired and must be removed from the websites and theoutbound feeds within 24 hours.





Edit a Listing

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 anytime.

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.





3. Click the Edit button located at the bottom of the listing record to editthe listing details.

The Edit Listing Detail screen will appear.

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 onthe screen.

The MLS Information screen will appear.

TIPS AND TRICKS: Click the Back button to return to the

View listing in formation screen.





5. Confirm the MLS information associated with the listing is correct, andthen click the Save button.

If the MLS information for the listing is incorrect, edit the informationand then click the Save button.

Edit the Listing Features

To edit a listing feature, you will need to first remove the incorrect listingfeature, 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.





6. Complete at least one of the Find a Listing fields, and then click theSearch 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.





4. Click the appropriate tab to go to that section of the listing feature onthe Listing Information screen.

The appropriate listing feature section will appear. The image belowshows the Listing Links feature.

5. Click the remove icon to delete the feature item (open house, virtualtour, listing link, document, marketing tool or image) from your listing.Make sure a message displays at the top of the screen indicating it wassuccessfully removed.

6. Create or select a new listing feature, and then click the Add button orUpload button to add/upload and save the listing feature you havecreated. Make sure a message displays at the top of the screenindicating it was successfully added or uploaded and that the listingfeature displays in the Images/Open Houses/Virtual Tours/Listing Links/Documents/Marketing Tools section.



Create a Greensheet Chapter 3


KELLER W ILLIAMS L I STING SYSTEM (KWLS ) AND THE


Chapter 3:

Create a

Greensheet

In this chapter …

[1] KW Listing Agent[2] Buyer Agent





Contract to Close

A Greensheet must be completed for every transaction. A KW listing must be

first entered into the KWLS when applicable, and then accepted by thedesignated person in your Market Center before you can access the onlineGreensheet.

When you are ready to complete a Greensheet, please have the following itemson hand:

• Fully executed, signed sales contract

• Other addenda pertaining to the property as required by your state andyour Market Center for the Team Leader’s (or designated Greensheetreviewer’s) acceptance

Greensheet Dashboard

KW Listing Agent

1. Click one of the Create a Greensheet links located in the Gettingstarted section or on the top navigation bar on the Dashboard page ofthe Greensheet.





The Create greensheet page will appear.

2. Select the Yes, I am option indicating that you are the listing agent forthis Greensheet you want to create.

3. Select one of the options ( Yes, it has or No, it has not ) indicating ifthe listing has been entered into the KWLS

If the listing has not been entered into the KWLS, select the No, it hasnot 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.





4. Complete at least one of the Find a listing fields, and then click theSearch button to search for the listing for which you want to create aGreensheet.


5. Click on the listing link located in the MLS column when you locatethe listing.

The Listing Details tab on the Listing Information screen willappear.

6. Click the Greensheet button, which is located at the bottom of theListing 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 theGreensheet.

Please see the table in the Appendix for detailed field descriptions.

8. Click the Save button to save your Greensheet information. Make surethe 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 Gettingstarted section or on the top navigation bar on the Dashboard page ofthe Greensheet.

The Create greensheet page will appear.





2. Select the No, I am not option indicating that you are not the listingagent for this Greensheet you want to create.

3. Select one of the options ( Yes, it is or No, it is not ) indicating if thelisting 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 willappear.

If the listing is not a KW listing, select the No, it is not option andcontinue to step 7 to create a Greensheet.

4. Complete at least one of the Find a listing fields, and then click theSearch button to search for the listing for which you want to create aGreensheet.


5. Click on the listing link located in the MLS column when you find thelisting. The Listing Details tab on the Listing Information screen will appear.





If there isn't a listing created in the KWLS, please contact the seller'sagent before you create the Greensheet. If the seller's agent wishes youto create the Greensheet process, please continue to step 6.

6. Click the Greensheet button, which is located at the bottom of theListing Information screen of the opened listing.

The Greensheet screen will appear.

7. Complete the appropriate fields based on your transaction. Fields inred font are required and must be completed before you can save theGreensheet.

Please see the table in the Appendix for detailed field descriptions.

8. Click the Save button to save your Greensheet information. Make surethe Status: Initiated message displays in top center of the screen.



Submit a Greensheet Chapter 4




Chapter 4:

Submit a

Greensheet

In this chapter …

[1] Edit a Greensheet[2] Submit a Greensheet





Edit a Greensheet

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 theappropriate tab on the dashboard.

1. Complete one of the fields, and then click the Search button on theFind 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.





The existing Greensheet screen will appear.





3. Verify all the information on the Greensheet is correct. If you need toedit any information, do so by updating the specific fields with thecorrect information.

4. Click the Save button to save the updated Greensheet.





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 Greensheetby clicking the Initiated tab on the dashboard or open the Find a Greensheetscreen.

1. Complete one of the fields, and then click the Search button to locateyour Greensheet.

2. Click on the MLS Number link located in the MLS column.





The initiated Greensheet screen will appear.

3. Verify all the information on the Greensheet is correct. If you need toedit any information, do so by updating the specific fields with thecorrect information, and then click the Save button to save the updatedGreensheet.

4. Click the Submit button when you are ready to submit the Greensheet.

Make sure the message Status: Submitted displays in top center of thescreen.

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 theGreensheet.

You can also click the Accepted tab on the dashboard to verify if theGreensheet is has been accepted by the Market Center.



Appendix Appendix


KELLER W ILLIAMS L I STING SYSTEM

Appendix



Appendix Appendix


Greensheet

Field Description

General Information

Close Date* Click on the calendar icon, and then select the date this closing was

funded. If entering a new Greensheet, enter the expected date thisclosing will fund.

Contract Date* Click on the calendar icon, and then select the date of the signedcontract. In order for the Greensheet to be accepted by the MC, thisdate needs to be in the current period of the local WinMORE system.

Type/Class/Source

Type* Click the arrow on the drop-down list, and then select one of the Type options. (An example of the “Other” option is a personaltransaction with $0 company dollar.)

Class* Click the arrow on the drop-down list, and then select one of the

Class options. This field details additional information about thetransaction.

Listing Side Click the arrow on the drop-down list, and then select one of theListing Side options. This field denotes the marketing source; howyou obtained the listing.

Selling Side Click the arrow on the drop-down list, and then select one of theSelling Side options. This field denotes the marketing source; howyou obtained the listing.

Property Click the arrow on the drop-down list, and then select one of theProperty options.

Property

MLS # Enter the number obtained from your local Multiple Listing Service(MLS), if not already pre-populated.

MLS Area Area identifier from the local MLS map, if not already pre-populated.

Street #* Enter the physical street number of the property being sold, if notalready pre-populated.

Street Name* Enter the street name of the property being sold, if not already pre-populated.

City* Enter the city of the property being sold, if not already pre-populated.

State/Province* Enter the state or province of the property being sold, if not alreadypre-populated.

NOTE: Fields with

an asterisk (*)

indicate theinformation isrequired and mustbe completedbefore saving orsubmitting aGreensheet.



Appendix Appendix


Greensheet

Field Description

Zip/Postal Code* Enter the state or postal code of the property being sold, if notalready pre-populated.

County* Enter the county of the property being sold, if not already pre-

populated.

Subdivision Enter the name of the subdivision where the property is located.

Map Grid Enter the map grid information (used by your MLS or from aMAPSCO) for the property, if applicable.

Buyer

Salutation Click the arrow on the drop-down list, and then select one of theSalutation options.

Buyer* Enter the first and last name of the buyer. Enter the name in thisspecific format: fist name first, then middle name, and then last name.

Address Enter the current address or post office box of the buyer.

City Enter the current city of the buyer.

State/Province Click the arrow on the drop-down list, and then select the currentstate/province of the buyer.

Zip/Postal Enter the current zip/postal code of the buyer.

Phone Enter the phone number of the buyer.

Fax Enter the fax number of the buyer.

Will Owner Occupy Click in the appropriate radio button to select if the buyer will occupythe property.

Seller

Salutation Click the arrow on the drop-down list, and then select the appropriatesalutation.

Seller Enter the first and last name of the seller. Enter the name in thisspecific format: fist name first, then middle name, and then last name.

Address Enter the physical street address or post office box where the seller is

moving.

City Enter the city where the seller is moving.

State/Province Click the arrow on the drop-down list, and then select the currentstate/province of the seller.

Zip/Postal Enter the zip/postal code where the seller is moving.

Phone Enter the phone number of the seller.



Appendix Appendix


Greensheet

Field Description

Fax Enter the current fax number of the seller.

Co-Broker

Company Name Enter the company name of the broker on the other side of this

transaction..

Agent Name Enter the first and last name of the agent at the co-broker’s office.

Address Enter address/post office box of the co-broker

City Enter the city of the co-broker.

State/Province Click the arrow on the drop-down list, and then select thestate/province of the co-broker.

Zip/Postal Enter the zip/postal code of the co-broker.

Phone Enter the phone number of the co-broker.

Fax Enter the fax number of the co-broker.

Amount MC to PayCo-Broker

Enter the dollar amount that will be paid to the co-broker by yourMC. Only enter an amount if your MC is paying the co-broker,

Tax ID# Enter the Tax ID number of the co-broker, if applicable in yourstate/province. Contact your local real estate governing authority ifyou are not certain if this applies in your area.

Have you talked tothis agent about

Keller Williams?

Click in the appropriate radio button to select if you have talked tothis agent about joining Keller Williams.

Why not? Enter a reason why you have not talked to this agent about joiningKeller Williams.

Would be want thisagent on our team?

Click in the appropriate radio button to select if you would want thisagent on our team.

Why? 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 Click on the arrow of the drop-down list, and then select the name ofthe mortgage company. Enter the full mortgage company name if it isnot listed.

Address Enter the address or post office box for this mortgage company.

City Enter the city where this mortgage company is located.

State/Province Click the arrow on the drop-down list, and then select thestate/province where this mortgage company is located.



Appendix Appendix


Greensheet

Field Description

Zip/Postal Enter the zip/postal code for this mortgage company.

Phone Enter the phone number of this mortgage company.

Fax Enter the fax number of this mortgage company.

Loan Number Enter the loan number, if applicable.

Loan Amount Enter the amount of the loan, if applicable.

Loan Officer Enter the first and last name of the loan officer.

Loan Type Click on the arrow of the drop-down list, and then select the type ofthe loan.

Closing Company

Close File ID# Enter the close file ID#.

Company Name Enter the full name of the closing company.

Company Type Click on the arrow of the drop-down list, and then select the companytype.

Address Enter the closing company’s address or post office box.

City Enter the closing company’s city.

State/Province Click on the arrow of the drop-down list, and then select the closingcompany’s state/province.

Zip/Postal Enter the zip/postal code of the closing company.

Phone Enter the phone number of the closing company.

Fax Enter the fax number of the closing company.

Closing Officer Enter the first and last names of the closing officer.

Home Warranty Information

Who is paying for Warranty?

Enter the name of the person who will pay for the home warrantypolicy fee.

Warranty Provider Enter the name of the warranty provider.

Warranty ID# Enter the warranty ID number.

Address Enter the address or post office box of the warranty provider.

City Enter the city of the warranty provider.

State/Province Click on the arrow of the drop-down list, and then select the closing warranty provider’s state/province.



Appendix Appendix


Greensheet

Field Description

Zip/Postal Enter the zip/postal code of the warranty provider.

Earnest/Escrow Money Information

Earnest/Escrow

Money Held By

Enter the name of the company that is currently holding the funds

received from the buyer. Amount Enter the amount of the earnest/escrow funds.

Notes

Enter any additional notes that you want to include regarding thetransaction.

Property Address:

Sale Price* Enter the purchase price of the property as reflected on the salescontract in numerals only—no commas.

Commission

Percentage

Enter the commission percent of either the listing and/or sale, if

applicable. The designated person in your MC will select theappropriate radio button.

Commission Flat Enter the commission dollar amount in numerals only (no commas)of either the listing and/or sale, if applicable. If you have a percentageon one side and a flat commission on the others side of thetransaction, calculate the flat commission amount for both sides andenter that amount. The designated person in your MC will select theappropriate radio button.

Associate Detail Page 1

MORE ID Click the magnifier icon to open the Associate Search window, andthen select the associate’s MORE ID.

KW AssociateName

This field will be pre-populated after the MORE ID field iscompleted.

Associate Role Click on the arrow of the drop-down list, and then select one of theassociate role options.

Type Click on the arrow of the drop-down list, and then select one of thetype options.

Class Click on the arrow of the drop-down list, and then select one of theclass options.

Agency Click on the arrow of the drop-down list, and then select one of theagency options.

Listing Unit Enter the listing unit amount (in numerals) only if the type is a listingor both. Leave filed blank for all other types. The listing side of atransaction represents one unit. If you have multiple associates, thetotal listing units should be equal to one (1) unit.



Appendix Appendix


Greensheet

Field Description

Sales Unit Enter the listing unit amount (in numerals) only if the type is a listingor both. Leave filed blank for all other types. The listing side of atransaction represents one unit. If you have multiple associates, thetotal listing units should be equal to one (1) unit.

Associate Written Volume

This field is auto-populated: ( price multiplied by listing unit ) +( price multiplied by sales unit )= Associate Written Volume

Gross Commission This field is auto-populated.

Outside Referral Enter the percentage of gross commission paid to an outside referral(someone outside your MC) in numerals only.

Concession to Buyeror Seller

Enter the amount in numerals only (approved by the TL) the MC hasagreed to be taken out of gross commission as a concession to closethe transaction.

Bonus/Admin Fee Enter the amount in numerals only to be paid in addition to the grosscommission by the buyer or seller as a bonus or administration fee.

--split with MC or100% to agent

Click on the arrow of the drop-down list, and then select one of thetwo options. Select if the bonus/admin fee will be shared with theMC or paid to 100% to the associate.

Subtotal This field is auto-populated: ( Gross Commission subtracted byOutside Referral subtracted by Concession to Buyer or Seller +Bonus/Admin )

% Assoc.Commission Split

Enter your commission split percentage with the MV in numeralsonly.

Assoc. CommissionSubtotal

This field is auto-populated: Subtotal multiplied by % Assoc.Commission Split (Gross Commission subtracted by OutsideReferral subtracted by Concession to Buyer or Seller) multiplied by% Assoc. Commission Split + Bonus

Royalty Rate This field is auto-populated: Subtotal multiplied by Royalty Rate multiplied by Agent (A) Cap.

Capped on FR? Select if you believe you have capped on associate royalty and nolonger are required to pay this.

Associate Royalty This field is auto-populated: Gross Commission multiplied byRoyalty Rate multiplied by Agent (A) Cap.

Associate Licensing This field will be available in the future.

Inside Referral Enter the amount that another associate agrees to pay anotherassociate within your MC. Make sure you indicate which associate(s)are paying and which associate(s) are receiving the referral amount.

Associate 1099/T4Income

This field is auto-populated: Associate Commission subtracted by Associate Royalty added/subtracted by Inside Referral Amounts.



Appendix Appendix

Greensheet

Field Description

KW Cares Enter the KW Cares donation amount (in numerals only) to bededucted from your commission.

Buyer’s Home

Warranty

Enter the buyer’s home warranty amount in numerals only.

Other Deductions Enter any other deductions to be paid in numerals only.

Net Commission This field is auto-populated: (if the % Assoc. Commission Split isless than zero, then use the Inside Referral amount; if it is morethan zero, subtract % Assoc. Commission Split, Assoc.Commission Subtotal, Associate Royalty, Inside Referral, KWCares, Other Deductions, Buyer’s Home Warranty.

Outside Referrals

Broker/CompanyName/Agent

Enter the name of outside referral person’s broker, company or agent.

Dollar Amount Enter the amount of the referral to be paid in numerals only.

Paid By: Associate Select the associate that will pay the referral amount.

Tax ID# Enter Tax ID # in numerals only of the outside referral person.

Address Enter the address of the outside referral person.

City Enter the city of the outside referral person.

State/Province Enter the state/province of the outside referral person.

Zip/Postal Enter the zip/postal code of the outside referral person.

Phone Enter the phone number of the outside referral person.

Fax Enter the fax number of the outside referral person.

Email Enter the email address of the outside referral person.