Send To Agent Test

SLM Setup Checking Team, use this form to automatically complete and send the "Setup Complete" email to the agent and/or Market Center after checking to make sure everything was set up correctly.

Checking Team Member Name:

Add your name here:

What type of setup is this?
RegularAdminExpansionHiddenMC StaffReturningTransfer

Does this Admin have eEdge?
YesNo

Does this admin also have eAgentC?
YesNo

Agent First Name:

Agent Last Name:

Market Center number (no spaces):

Agent Personal Email:

MC Contact Email(s) separated by comma (won't send if there is a space but no comma):

MyKW Username:

MyKW Password:

KW Email Address (without "@kw.com"):

Was KW Email already set up when you logged in?
YesNo

KW Email Password (enter "previously set up" if we don't have it):

Did you forward the KW email to business email?
YesNo

What email was it forwarded to?

Did you sync the KW Email and MyKW passwords to set up this forwarding?
YesNo

KW.com Agent profile address (only the part after "kw.com/agent/" NOT including the last "/":

eAgentC site address (only the part before .yourkwagent.com):

eAgentC section 4.1 sent to Wolfnet?
YesNo

ORIGINAL KW App Code (only the part after http://app.kw.com/):

KW App Code (only the part after http://app.kw.com/):

ORIGINAL eEdge site address (only the part before ".kwrealty.com):

eEdge site address (only the part before ".kwrealty.com"):

Was eEdge already set up when you logged in?
YesNo

eEdge site address (only the part before ".kwrealty.com):

Was eEdge already set up when you logged in?
YesNo

KW Website Address (only the part before ".kw.com")

Homekeepr email (full address):

Homekeepr password (enter "previously set up" if we don't have it):

DocuSign email (full address):

Was there an existing account already for this address?
YesNo

Did you sign in to the agent's email to activate/set up the Docusign account?
YesNo

Docusign password (the one you entered when creating/activating the account):

Paste in the exact phone number (dashes and all) that you used as the answer for the Security Question when activating/creating the account:

MailChimp email (full address):

MailChimp password (enter "previously set up" if we don't have it):

Twilio email (full address):

Twilio password (enter "previously set up" if we don't have it):

Dotloop email (full address):

Dotloop password:

Additional instructions (clear this out if there are none):

Notes for support team (e.g. App not available, need eEdge options, etc):

Quick Notes (Check any/all that apply. If your note needs to be different, add it in the box above instead)
No eEdge Options, Not Set UpAll eEdge Options Invalid, Not Set Up
Need DRE #App Not AvailableKWConnect Not AvailableKW Email Couldn't Be CreatedUnable To Set Up CommandMimicked Email For eEdge Address
Used 2nd or 3rd Email OptionAll Email Options Invalid So Used firstnamelastname
Used 2nd or 3rd Website Option

Toolkit CMA Info:

Toolkit CMA Username:

Toolkit CMA Password:

MLMS Info:

MLMS Username:

MLMS Password:

L2L Info:

L2L Username:

L2L Password:

Additional Office Resources For MC 429:

Copy Code:

Network Username:

Network Password:

Reppert Factor Username:

Reppert Factor Password:

If agent is in CA, LA, NY or TX, I have added the necessary items for compliance found here

Last Updated 2019 09 14 09:40 CDT

Toolkit CMA Info:

MLMS Info:

L2L Info:

Additional Office Resources For MC 429:

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