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Note on Accepting an Offer: When you accept an offer, in an Opportunity, the system will automatically move your Opportunity to the Under Contract phase (in the first stage). |
Within Opportunities, Keller Williams has created an entire offer management system. Once you enter an offer, you have the ability to edit the information, and accept or reject the offer. Once you have an accepted offer, the data you entered will auto-fill into the Opportunity details and Commission Requests.
- Learn how to create an offer.
- Learn how to edit or remove and offer.
To accept or reject an offer:
1. Log into https://agent.kw.com with your Keller Williams login credentials.
2. Click the Opportunities icon, , on the left sidebar.
3. Click on the Phase, where your Opportunity is located, then click on the Opportunity Title.
- If this is a team Opportunity, make sure you select the team pipeline and find the team Opportunity to create the offer for.
4. Click the Offers & Commissions tab, at the top of the Details page.
5. Find the offer and then click either Accept or Reject.
- Clicking Reject will mark the offer as rejected, but keep it on the list. You can change the response later, if the situation changes.
- Clicking Accept will unlock the Manage Commission button, allowing you to complete and submit a Commission Request to your Market Center. You have the ability to change the response (and terminate a Commission Request), if the situation changes.
6. Whether you accept or reject an offer, you can click Change Response at any time, which will reset the offer status and allow you to make a new selection.