new agent monday’s - keller williams realty.ppt

KELLER WILLIAMS REALTY We will start at 2:00 PM (Central Time) myTransactions – The Basics myTransactions Manage your loops the way you manage your business. Loop Index: The “Home Page” Grid View List View Loop Index: The “Home Page” Loop Index: The “Home Page” Create Loop Create Loop Create Loop Adding Documents Editing Documents – Version Now Editing Documents – Version Now Editing Documents – Attachments Signing Documents Share Documents Share Documents Client View Client View Cooperating Agent View Loop Details Page Submit for Review Submit for Review Loop Summary Global navigation Loop Actions ProgressMeter Notifications Loop Details Folder Actions Folder Actions Document Actions Share Documents Loop Summary: People Messages Loop Summary: Tasks Activity Log Global Tasks Permissions and Access Rights 4 simple rules: Anyone can add people, documents, tasks to a loop. Anything you add to a loop is private until you share it. Anyone can share anything that they have access to. No one can see who you invite to a loop or share with (unless you introduce them). Account Conversion What you need to know: When you upgrade, all data is carried over intact. All loop types are converted to one simple loop type, with offer loops converted into document folders under the parent listing loop. The conversion is one-way; once you upgrade you can’t revert back. If you don’t upgrade but engage with someone who has – either by inviting them into a loop or being invited into a loop – you will both be working inside the upgraded loop type for that loop. If you upgrade your account it only affects your account. If a broker dashboard user in your office upgrades their account, it will affect everyone in that market center. Mobile App Mobile App Support Resources Edge myTransactions Roadmap myKW. Technology eEdge Roadmap myTransactions KWRI eTraining Webinars Live: myKW. Technology KW Tech Ambassadors Webinars On-Demand: Agents Technology Training eEdge-myTransactions eE