Vested Renewal Declination Offboarding Portal
Now that we are using Command to Onboard new Agents, could we also add in a similar method for the Declination process of Vested Associates?
So similar to onboarding, (we now can send an invite link, the new Associate walks through prompts, there's a video of Jay Papasan explaining Profit Share, and so on...)
Can KWRI develop a similar portal for the Profit Share declination process?
For example, when someone says they do not want to be in the KW PS program, we would send them the secure link, which also cc's back to KWRI's MCA Division Support.
The person is required to check boxes, enter the last 4 of their SSN etc., for a verified digital signature. It can also ask them questions like, if they are with another Brokerage, etc.... Maybe add in some exit-type questions.
This way, the messaging to ALL departing Associates regarding declination of PS is designed by KWRI Legal/Finance and stays universal for all Market Center Leadership and Associates.
LABS Team
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