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  1. Add Smarter Search and Collaboration Tools to the KW Consumer App

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    under review  ·  2 comments  ·  Consumer App and Websites » KW App  ·  Admin →
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    Evan Carpenter commented  · 

    After an offer is accepted, clients often feel unsure about what happens next. Meanwhile, agents must manually send reminders and juggle vendors and key dates utilizing multiple, non-integrated products and processes. Communications can be muddled and not consistent. Agents need to provide a branded, structured experience that continues through closing—and even after the sale.

    Suggested Improvements include:
    - Adding a closing timeline with calendar sync
    - Including task lists for inspections, appraisals, final walk-through
    - Integrating agent-recommended vendors (inspectors, movers, etc.)
    - After closing, launching a home maintenance log and equity tracker
    - Offer refinance alerts and future service check-ins

    Benefits to Agents will include:
    - Keeping clients on track during a critical stage
    - Providing ongoing post-close value to clients will increase referrals and follow-on business
    - Reinforcing the agent’s role as a long-term advisor
    - Opening future business opportunities (refinance, next move, vendor referral)

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    Evan Carpenter commented  · 

    As part of the effort to transform the KW Consumer App into a full-featured client portal, an Offer and Contract Management Hub needs to be developed because once a client is ready to make an offer, the process often moves outside the app (email, PDFs, separate platforms), leading to confusion and dropped communications.

    Suggested Improvements include:
    - Enabling offer submissions directly in the app
    - Adding real-time offer tracking with status updates
    - Integrating with DocuSign or Dotloop for e-signatures
    - Centralizing disclosures, contracts, and documents
    - Adding secure in-app chat threads for agents, clients, and coordinators

    Benefits to agents will include:
    - Initiation, management, and tracking of offers in one place, reducing the need to juggle multiple apps and platforms
    - Speeding up the offer process
    - Keeping all documents and communication organized
    - Making agents appear more professional and tech-savvy
    - Reducing the chance of errors or missed steps

    Evan Carpenter shared this idea  ·