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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
      •  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 “Do 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
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  • Training 12: The Centralized Model for Market Center Sites 3.0

Training 12: The Centralized Model for Market Center Sites 3.0

< 1 min read

Training coming soon…

Updated on October 21, 2025

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Training 11: Driving Traffic & Generating Leads

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