Greetings, KW Technology Ambassadors!
Thanks to all of you who participated in the KW Technology Ambassador webinar last Friday, October 10.
The big topic was myTransactions Dashboard+ (PLUS) which is coming soon to eEdge. This top-of-the-line transaction management system offers unlimited workflows, one-click sign-in, and branded logo and color scheme visible to clients.
New features included in Dashboard+ include:
- Document Approval Statuses: Any admin can designate which documents in a given folder are required or optional. This tells your agents which documents they absolutely need, or may conditionally need, within a transaction.
- Additional Document Fields: The document editor now gives you the ability to add radio buttons, checkboxes, date fields and name fields. You can even link those fields to the loop details to determine what information should populate that field.
- Loop Templates: Admins can control the people, documents and task lists that are auto-added to a loop when it’s first created. These loop templates also allow you to dictate what information or which documents are required before an agent can submit for review.
- Trusted Service Providers: Admins and agents can easily add their network of service providers. These providers can then be introduced to your clients within the loop with just a few clicks.
For a complete introduction to Dashboard+, watch this training video on KWConnect.
Just a reminder that in each weekly Ambassador communication, we include links to slides and other training resources. In order to open these files, you need to log into Google with your kw.com account first. If you’re already logged into Google with any other account, log out, and then log back in with your kw.com credentials.
Finally, here are the upcoming webinars. Please spread the word in your Market Centers! And, don’t forget that we’re constantly adding new videos to the KW Technology section of KWConnect.
Have a great day!
Brenda Harralson and W. Cavin Weber
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