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Profit Share Sites Knowledgebase

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Market Center Sites

63
  • Market Center Sites Playbook
  • Disclaimer About Customizations
  • R0 Playbook
    • What is the R0 Play?
    • NS Pipeline
      • Agent Referral Stage
      • Not In School (Nurture) Stage
      • Registered for Info Session Stage
      • No Showed/Cancelled Info Session (Last 60-days) Stage
      • Attended Info Session (Last 60-days) Stage
      • Signed up for School (Moved to R0 In School Pipeline) Stage
      • Moved to KSCORE Pipeline Stage
      • Discontinued Process (Last 30-days) Stage
    • IS Pipeline
      • Discontinued Process Stage
      • Joined Another Brokerage Stage
      • Joined KW Stage
      • Onboarding Scheduled Stage
      • Schedule Onboarding Stage
      • In Person Appt. Held (Awaiting Decision) Stage
      • Scheduled In Person Appointment Stage
      • Exam Passed (Schedule In Person Appt.) Stage
      • Exam Failed (14-Day Follow Up) Stage
      • Exam Taken (3-Day Follow Up) Stage
      • Exam Scheduled (36-Hour Notice) Stage
      • In School (Awaiting Exam Date)
      • Call Appt. No Show/Cancelled Stage
      • Call Appt. Set Stage
      • In School (Nurture) Stage
      • Agent Referral Stage
    • KSCORE Pipeline
      • Discontinued Process Stage
      • Exam Scheduled Stage
      • Awaiting Exam (Kaplan Completed) Stage
      • Β Kaplan Course Expired Stage
      • Enrolled in Kaplan (KSCORE) Stage
      • Added to Kaplan (KSCORE) Stage
      • Waiting to Signup for Kaplan (KSCORE) Stage
      • 1:1 Appt. Held Stage
      • 1:1 Appt. (Canceled/No Showed) Stage
      • 1:1 Appt. Set Stage
      • Schedule 1:1 Appt. Stage
      • Student Completes “Blueprint” Stage
      • Enrolled in KWPREP Stage
      • Register for KWPREP Stage
  • R1 Playbook
    • EX Pipeline
      • Discontinued Process Stage
      • Joined Another Brokerage Stage
      • Joined KW Stage
      • Onboarding Scheduled Stage
      • Schedule Onboarding Stage
      • Nurture Lead (Post-Appointment) Stage
      • Appointment Scheduled Stage
      • Recruit Leads (Pre-Appointment) Stage
      • Agent Referrals Stage
  • MC Quickstart Training
    • Market Center Training 6: R1/R2 Licensed Agent (EX) Pipeline
    • Market Center Training 7: Driving Traffic & Generating Leads
    • Market Center Training Part 5: KW Prep and KSCORE Pipeline
    • Market Center Training Part 4: R0 In School Pipeline
    • Market Center Training Part 3: R0 Not In School Pipeline
    • Market Center Training Part 2: User Roles & Calendars
    • Market Center Training Part 1: Getting Started
    • Market Center Training Overview

Profit Share Sites

17
  • Running the Profit Share Sites Framework
  • Accessing KW Profit Share Reports
  • Disclaimer About Customizations
  • Introduction to Profit Share Sites
  • Quickstart Onboarding
    • Quickstart Onboarding
    • Onboarding Prepwork
  • Recruit Types
    • Recruit Types Overview (With Related Tags)
    • Profit Share Sites “Licensed Agent (EX) Recruits”
    • Profit Share Sites “Not In School (NS) Recruits”
    • Profit Share Sites “In School (IS) Recruits”
  • Discovery Calls
    • Before the Discovery Call
    • The Discovery Call
  • Recruiting Pipeline
    • How to Automate Opportunity Creation in Profit Share Sites
  • Recruiting Handoff
    • The Recruiting Handoff
    • Following Up With Recruits
    • Asking for Sponsorship
    • Finding the Right Market Center & MC Leader

Lead Generation

12
  • How Recruits Apply On Your Site
  • Where to Land Traffic
  • Driving Traffic to Your Site
  • Job Boards
    • Sample Job Description
    • How to Set a Budget for Your Job Post Ads
    • How Applicants Apply Through Job Boards
    • Indeed
      • How to Run a Job Post Ad on Indeed
      • How to Turn On & Use the Apply URL Feature on Indeed
      • Troubleshooting Indeed Job Ad Performance
      • Editing Indeed Ads to Include Apply URL
    • LinkedIn
      • How to Configure Your LinkedIn Profile to Run Job Post Ads
      • Running Ads on LinkedIn

Platform Guide

45
  • Logging Into the Platform
  • Disclaimer About Customizations
  • Settings
    • Integrating a Payment Provider
    • Updating Your Email Headers
    • Adding and Removing Users
    • Purchasing a Phone Number for SMS Text Messaging
    • Connecting a Domain Name URL
    • Phone Number Set Up and A2P Registration
    • How to Set Up & Configure Profit Share Sites Email
    • How to Setup & Configure Market Center Sites Email
    • How to Configure Your Business Profile
  • Calendars
    • How to Add a Physical Meeting Location to a Calendar
    • Adding A Virtual Meeting Link to Calendars (3.0)
    • Editing Calendar Forms and Adding Custom Fields
    • How to Add a Zoom Link to Your Calendar
    • Configuring & Managing Session Calendars
    • How to Take Attendance After an Appointment
    • Connecting Your Calendar
    • Appointment Smart Views
    • Setting Up Your Calendar
  • Contacts
    • How to Filter Contacts
    • Best Practices for Handling Opt-Out Requests
    • How To Add a Tag to New Contact List Import
    • Handling β€œDo Not Contact” Requests
    • Import and Export Contacts
  • Opportunities
    • How to Update Opportunity Card User Assignments
    • How to View Emails and Communication Recruits Receive
  • Marketing
    • Sending Emails from a Different Domain in Profit Share Sites
    • How to Send Emails From the System
    • How To Create and Use SMS And Email Templates
  • Automation
    • Ensuring Compliance with Automated Communications in Market Center Sites
    • Updating User Roles within the Market Center Sites System
    • Disclaimer About Customizations
  • Sites
    • How to Activate Funnels in Market Center Sites
    • How to Swap Out a Logo or Image in a Global Section
    • Editing Calendar Forms and Adding Custom Fields
    • Viewing and Exporting Form Submission Summaries
    • Understanding the Website Editor
    • Connecting a Domain Name URL
    • Adding Real Estate School Affiliate Links
  • Membership
    • How to Connect the Memberships Area to a Domain URL
  • Account Management
    • How to Toggle Between Multiple Accounts
    • Updating Your Billing and Credit Wallet
    • Adding & Removing Team Members (Users)
  • Integrations
    • Best Practices for Integrations

Market Center Sites 3.0

84
  • Moving Recruits Between Pipelines (Exit Pipeline Stage)
  • Moving Recruits Between Stages (Market Center Sites 3.0)
  • Market Center Sites 3.0 Training
    • Training 1: Introduction to Market Center Sites 3.0
    • Training 2: User Assignments & Calendars
    • Training 3: Pipelines & Opportunities Overview
    • Training 4: R0 (Not In School) Pipeline
    • Training 5: R0 (In School) Pipeline
    • Training 6: R1/R2 (Experienced Agent) Pipeline
    • Training 7: KWPrep Pipeline
    • Training 8: Kaplan Pipeline
    • Training 9: Long Term Nurture Pipeline
    • Training 10: Onboarding Pipeline
    • Training 11: Driving Traffic & Generating Leads
    • Training 12: The Centralized Model for Market Center Sites 3.0
  • R0 Playbook (3.0)
    • R0 Not in School (3.0)
      • Not In School Pipeline: Not In School Nurture (3.0)
      • Not In School Pipeline: Registered For Info Session (3.0)
      • Not In School Pipeline: No Showed/Cancelled Info Session (3.0)
      • Not In School Pipeline: Attended Info Session (Last 60 Days) (3.0)
      • Not In School Pipeline: 1:1 Appointment Set (3.0)
      • Not In School Pipeline: 1:1 Appointment No Showed/Cancelled (Last 60 Days) (3.0)
      • Not In School Pipeline: 1:1 Appointment Held (3.0)
      • Not In School Pipeline: Exit Pipeline (3.0)
      • Holding Stage (3.0)
    • R0 KW Prep (3.0)
      • How to Re-Offer the KWPrep Blueprint One-Time (3.0)
      • KWPrep Only Form (3.0)
      • KWPrep Pipeline: Register For KWPrep (3.0)
      • KWPrep Pipeline: Enrolled in KWPrep (3.0)
      • KWPrep Pipeline: Student Completes “Blueprint” (3.0)
      • KWPrep Pipeline: Schedule Blueprint Appt (Last 90 Days) (3.0)
      • KWPrep Pipeline: 1:1 Appt Set (3.0)
      • KWPrep Pipeline: 1:1 Appt Cancelled/No Showed (3.0)
      • KWPrep Pipeline: 1:1 Appt Held (3.0)
      • KWPrep Pipeline: Exit Pipeline (3.0)
      • Holding Stage (3.0)
    • R0 In School (3.0)
      • In School (Nurture) (3.0)
      • 1:1 Appt. Set (3.0)
      • In School Pipeline: 1:1 Appt. (No Show/Canceled) (3.0)
      • In School (Taking Classes) (3.0)
      • In School (Awaiting Exam Date) (3.0)
      • In School Pipeline: Exam Scheduled (3.0)
      • In School Pipeline: Exam Taken (3.0)
      • In School Pipeline: Exam Failed (3.0)
      • In School Pipeline: Exam Passed (Schedule Career Strategy) (3.0)
      • In School Pipeline: Scheduled Career Strategy (3.0)
      • In School Pipeline: Career Strategy Held (3.0)
      • In School: Exit Pipeline (3.0)
      • Holding Stage (3.0)
    • R0 Kaplan (3.0)
      • Kaplan Pipeline: Waiting to Sign Up for Kaplan (3.0)
      • Kaplan Pipeline: Added to Kaplan (3.0)
      • Kaplan Pipeline: Enrolled in Kaplan (Taking Classes) (3.0)
      • Kaplan Pipeline: Kaplan Expired (Last 30 Days) (3.0)
      • Kaplan Pipeline: Exit Pipeline (3.0)
      • Holding Stage (3.0)
    • New Money Model (3.0)
      • Career Coaching Scholarship Fee (3.0)
  • R1 Playbook (3.0)
    • R1/R2 Experienced Agent Pipeline
      • R1/R2 Pipeline: Recruit Leads (Pre-Appointment) (3.0)
      • R1/R2 Pipeline: Appointment Scheduled (3.0)
      • R1/R2 Pipeline: Nurture Lead (Post-Appointment) (3.0)
      • R1 Pipeline: Exit Pipeline (3.0)
      • Holding Stage (3.0)
  • Additional MC Sites Pipelines (3.0)
    • Long Term Nurture Pipeline (3.0)
      • Long-Term Nurture Pipeline: Not In School (NS), In School (IS), Licensed Agent (EX)
      • Long Term Nurture Pipeline: Expired Nurture (Last 30 Days) (3.0)
      • Long Term Nurture: Exit Pipeline (3.0)
      • Holding Stage (3.0)
    • Onboarding Pipeline (3.0)
      • Schedule Onboarding (3.0)
      • Onboarding Offered (3.0)
      • Onboarding Scheduled (3.0)
      • Onboarding Pipeline: Joined KW (3.0)
      • Holding Stage (3.0)
  • Custom Values
    • Turning the KW Prep Blueprint Review On or Off
    • Updating User Assignments in Market Center Sites 3.0
    • Setting Up OP Notifications for When New Agents Join
    • Adjusting Long-Term Nurture Defaults
    • Updating Opportunity Value Defaults in Market Center Sites
  • Assorted V3 Resources
    • Understanding Agent Referrals (MC Sites 3.0)
    • Career Coaching Session
    • Exam Prep Session
    • Understanding One Pagers (3.0)
    • How to Turn Off and Skip Automations (3.0)
    • Removing Recruits From Pipelines (3.0)
    • Email and SMS DND Opt Outs
    • Discontinued Proces (MC Sites 3.0)
    • Appointment & Attendance Notifications
    • Approval Check Errors
  • Virtual Training Center
    • Info Session & Career Night Course
View Categories
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  • KWPrep Pipeline: Register For KWPrep (3.0)

KWPrep Pipeline: Register For KWPrep (3.0)

2 min read

🎯 Purpose of This Stage
This stage ensures that recruits transitioning from the Not In School Pipeline are properly registered for KWPrep and reassigned to the KSCORE Admin leader for setup in the KWPrep system.

πŸšͺ How a Recruit Enters This Stage

  • Automatic Movement: Recruits enter this stage automatically when they are moved from the Not In School Pipeline to the KWPrep Pipeline.
  • Manual Movement (By Leader): Not applicable

βš™οΈ What Happens When a Recruit Enters

  • The recruit is automatically reassigned to the leader with the KSCORE Admin role.
  • The assigned leader begins receiving a repeating 24-hour notification prompting them to add the recruit to KWPrep.
  • There is no direct communication (email or text) sent to the recruit during this stage.

πŸ”” Automations Overview

  • Duration: Until leader completes manual action
  • Emails: 0 β€” No email communication is sent to the recruit
  • Text Messages: 0 β€” No text communication is sent to the recruit
  • Leader Actions: 1 β€” Add recruit to KWPrep
  • Notifications: Repeating every 24 hours until the recruit is manually moved to the next stage

πŸ§β€β™€οΈ Leader Action Steps

  • Task: Add the recruit to KWPrep as soon as possible.
  • Timing: Complete within 24 hours to avoid repeated notifications.
  • Next Step: Once added, manually move the recruit to the Enrolled in KWPrep stage.
  • Reminder: The 24-hour notification will stop automatically when the stage change occurs.

πŸ”§ Recruit Card Updates

  • No card updates required from the leader during this stage.

πŸšͺ How a Recruit Leaves This Stage

  • Automatic Exit: None
  • Manual Exit (By Leader):
    • Manually move the recruit to Enrolled in KWPrep once they have been added to KWPrep.

⏭️ Recommended Next Steps
If desired, the leader can confirm with KWPrep that the recruit’s enrollment is active before moving forward.

✨ Closing Note / Why This Stage Format Works
This stage ensures a clear handoff between the recruiting process and the KSCORE Admin, maintaining accountability through repeating reminders and preventing recruits from stalling before KWPrep enrollment.


Related Resources

  • Exit KWPrep Pipeline
  • Holding Stage
Updated on October 31, 2025

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KWPrep Pipeline: Enrolled in KWPrep (3.0)

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