Within Opportunities, Keller Williams has created an entire offer management system. When you enter offers into the system, you will not only be able to create offer comparisons that you can share with your clients, but we will also be able to download offer comparisons.
Offer comparisons are only available for Listing Opportunities. |
To learn how to download offer comparisons, please follow the steps below:
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. On the next page check the box besides both Offers and click Compare Offers.
6. To download the offer comparison click the Download button and you will be directed to another screen. On that screen click the download icon, name the offer comparison, and click Save.