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Welcome to KW
CD
by
Cindy DAVIS
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Updated Feb 10, 2022
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Chapters
00:00
Chapter 1
00:16
Chapter 2
00:41
Chapter 3
01:23
Chapter 4
02:25
Chapter 5
04:05
Chapter 6
05:25
Chapter 7
Audio Transcript
Auto-generated
00:01 - 00:01
Hi,
00:01 - 00:05
my name is Cindy Davis and I am the Director of agent Services and
00:05 - 00:08
Technology and I'm so excited that you've made the decision to join us.
00:08 - 00:12
So I've made this short little video for you to answer some of
00:12 - 00:15
the most commonly asked questions I get when filling out the paperwork.
00:15 - 00:16
So let's get started.
00:17 - 00:20
The first thing you're going to receive is an email and a text.
00:20 - 00:22
You're gonna get those at the same time.
00:22 - 00:26
The image that you see at the top of the screen is what the email address looks like.
00:26 - 00:30
That will have a link for you to log into a system called Makram Otis and you can see
00:30 - 00:33
your log in information there and below that is
00:33 - 00:35
a screenshot of what the text message looks like.
00:36 - 00:38
Do yourself a favor and fill out the paperwork on the computer.
00:38 - 00:41
You avoid some frustration trying to do it on your cell phone.
00:42 - 00:46
Once you log into that account, you're going to see the image at the top there.
00:46 - 00:48
It says need your attention is in the green bar.
00:48 - 00:51
When you click on that, it'll give you a drop down menu,
00:51 - 00:54
you click on your name and then you'll see the image below.
00:54 - 00:57
Um that is where the actual paperwork is.
00:57 - 01:01
So to get started, you're going to start where the little red triangles are.
01:01 - 01:03
So you're gonna start right at the beginning.
01:03 - 01:07
The boxes with the red triangles are where you're actually filling out the
01:07 - 01:11
information and then the boxes with the green triangles are the actual forms.
01:11 - 01:15
So you'll see in the lower right corner there's a button that says next.
01:15 - 01:17
The point of that is just that is to hit next.
01:17 - 01:20
So you feel a section out hit next and
01:20 - 01:22
it'll actually tell you if you missed something.
01:22 - 01:24
So just keep hitting that next button.
01:24 - 01:29
One of the first things that I get asked a lot is the tech setup info.
01:29 - 01:31
We've hired a company called Scotland remarketing
01:31 - 01:33
and they're actually going to set up all
01:33 - 01:36
your KdB systems and tools for you so you don't have to worry about it.
01:36 - 01:39
The first thing they're asking you for is what
01:39 - 01:41
would you like your Katumbi email address to be
01:41 - 01:42
Now?
01:42 - 01:45
You don't have to use this email address but you do have to have one set up,
01:45 - 01:47
it's the identifier for you in the system
01:47 - 01:50
Below that it will ask you what you would like your website address
01:50 - 01:54
to be and below that what you would like your password to be.
01:54 - 01:57
And when we first transfer your license or activate your license,
01:57 - 02:00
you're going to get an email from KW RI and
02:00 - 02:03
it will have a temporary password for you scott.
02:03 - 02:05
Leroi also gets that information and they log
02:05 - 02:07
into your account and they will change the
02:07 - 02:11
password to whatever you have identified there is what you would like it to be.
02:11 - 02:12
And there's a lot more to this section.
02:12 - 02:15
I've only um I'm only showing you the top half
02:15 - 02:18
of this because that's where the most questions are.
02:18 - 02:21
One thing to know is please don't let this hold up,
02:21 - 02:23
filling out your paperwork because all of this can
02:23 - 02:26
be very easily changed at a later date.
02:27 - 02:30
The next section that I get asked a lot of questions. When is the financial part?
02:30 - 02:35
So the first part of that screen is asking you for a debit or credit card.
02:35 - 02:39
Now we keep this information on file as a back up.
02:39 - 02:42
The first thing that we use that for is for your sign up fees.
02:42 - 02:47
So if you whatever day of the week you join us, we run the sign up fees on friday.
02:47 - 02:50
So if you joined us on a monday we're going to run your sign up feet on a friday.
02:51 - 02:54
Now your sign up fee has a 3% processing fee if we
02:54 - 02:58
use this card if you want to avoid that processing fee,
02:58 - 03:02
all you have to do is bring us a check or cash and you avoid that fee.
03:02 - 03:06
Now your monthly office fees are emailed to you usually between the
03:06 - 03:09
fifth and the eighth of the month they're due by the 20th.
03:09 - 03:13
So if you would like to bring a check by the office and drop it off, you can do that.
03:13 - 03:18
Or if you do online banking you can have the bank send us a check as long as we
03:18 - 03:23
have your check by the 20th we will not run this card on the 21st of the month.
03:23 - 03:27
So if you would like to avoid that fee um just make sure we get a check before that date
03:27 - 03:30
below that, you'll see bank account information.
03:30 - 03:34
Now, the bank account information is only for profit share direct deposit.
03:34 - 03:38
We will never ever ever withdraw money from this account.
03:38 - 03:41
Basically when you start earning profit share money,
03:41 - 03:43
that money is going to get direct deposit into this account.
03:43 - 03:45
And then below that you will see where
03:45 - 03:48
you're going to put your social security number.
03:48 - 03:50
And what type of business are you running
03:50 - 03:52
are you running as an individual sole proprietor?
03:52 - 03:58
Most new agents are individual sole proprietor, but some of you may have an LLC,
03:58 - 03:59
which is totally fine.
03:59 - 04:05
If you select that option, you'll see another area where you can put your E. I. N.
04:05 - 04:05
In there.
04:06 - 04:09
Next is the sponsorship information.
04:09 - 04:13
So this is another place that people get kind of stuck on a little bit.
04:13 - 04:16
So your sponsor is the person that's responsible for
04:16 - 04:19
you making the decision to join us here.
04:19 - 04:21
It could be another kill arenas agent here.
04:21 - 04:23
It could be a calorie ins agent at
04:23 - 04:26
another kilograms office anywhere across the country.
04:26 - 04:30
Maybe it was the recruiter that you met with. There are two options there.
04:30 - 04:32
The first option is if the person is already
04:32 - 04:35
at this office are already with a KW office.
04:35 - 04:41
The second option is if someone I told you about us and they are joining us as well,
04:41 - 04:42
but they're not here yet.
04:42 - 04:43
You beat them to it.
04:44 - 04:49
That allows you to give a temporary sponsor until that person gets there.
04:49 - 04:50
They only have 90 days to get here.
04:50 - 04:52
So if it's gonna be a while,
04:52 - 04:55
you're not going to be able to name them as their as your sponsor.
04:56 - 04:59
So you're gonna put the sponsors information in there,
04:59 - 05:01
please make sure you're sure of who your sponsor is.
05:01 - 05:05
Because once you name a sponsor, you cannot change it below that.
05:05 - 05:07
You will see information for the beneficiary.
05:07 - 05:10
The beneficiary has to do with profit share.
05:10 - 05:14
So once you are vested in profit share and something happens to you,
05:14 - 05:16
this would be who would you leave that money to now?
05:16 - 05:18
If you're married you have to put your spouse,
05:18 - 05:20
If you choose not to put your spouse,
05:20 - 05:22
don't fill this out, let me know.
05:22 - 05:25
And there's another form that you'll need to fill out to wave that option.
05:27 - 05:30
That's all I have. Hopefully have answered some of those questions for you.
05:30 - 05:32
However, if you do have more questions,
05:32 - 05:35
I am absolutely here to help you and answer those for you.
05:35 - 05:43
You can reach me at 2084728616 or you can email me Cindy at KW voice dot com.
05:43 - 05:46
I'm so excited and looking forward to supporting
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