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Welcome to Keller Williams Blueprint to Success: How To’s with KW

Globally Connected. Locally Focused.

Welcome to the Blueprint to Success at Keller Williams Jackson Hole & Teton Valley. Whether you’re walking through our doors as a brand-new agent eager to learn, or you’ve been part of the KW family for years and are looking to sharpen your edge, this guide was built for you. Inside, you’ll find everything you need to thrive in our market—from foundational tools and resources to advanced strategies that will keep you ahead in a competitive landscape. Think of it as your onestop playbook: a place to reference when you need clarity on how to Information get started, or a fresh Contact perspective on how to take your business to the next level.

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Between our KW offices in Jackson Hole, TetonTeam Valley & Star Valley, Meet the Leadership we believe in collaboration, education, and building businesses worth owning and lives worth living. This Blueprint captures that spirit, giving you practical steps, proven systems, and local insights that Office Information make the difference between getting by and truly excelling.

No matter where you are on your real estate journey, keep this guide close. Use it, mark it up, return to it often—it’s designed to grow with Agent Leadership Committee you as your career does. Let’s get started.

— Your KWJH Leadership Team

Marketing with Keller Williams

∙ Section I ∙

Getting Started With Keller Williams Jackson Hole

Leadership Team Contact Information & Office Addresses Office How To’s & Amenities Systems & Processes KW File Sharing: Onehub KWJH & Meetings & Events Client Facing Materials Benefits & Perks KW in the Community Commissions & Billing Agent Leadership Committees Contracts & Forms

Meet Your Local Leadership Team

Tyler Davis, Operating Principal (OP) / Owner (407) 952-1735 | tylerdavisjh@kw.com Responsible for the success and performance of the Jackson Hole, WY Market Center and oversees all support to agents and staff.

Brad Andrews, Responsible Broker (307) 413-5846 | brad@andrews2.com Legal & compliance oversight, agent support & supervision, ethics & professional standards, and license management.

Triinu Hansen, Market Center Administrator (MCA) (307) 699-1232 | klrw1169@kw.com Operational support, financial management: agent billing / commission pay-outs, and new agent oversight & onboarding support, notary.

Mackenzie Slaugh, Team Leader (TL) (415) 717-8404 | mackenzie.slaugh@kw.com Agent support, leadership development, oversight for KW platforms: technology, education, integration of resources, marketing overview.

Contact & Shipping Addresses

Market Center (MC) #1169 Main Office Physical & FedEx / UPS Shipping Address: Keller Williams Jackson Hole 295 W Pearl Avenue Jackson, WY 83001 Main Office USPS / Mailing Address: Keller Williams Jackson Hole P.O. Box 12783 Jackson, WY 83002 Phone Number: (307) 201-5231

EACH KELLER WILLIAMS OFFICE IS INDEPENDENTLY OWNED AND OPERATED

We are proud to announce that 40 of our agents have been nationally recognized by Keller Williams for outstanding performance and achievement within the company—in sales, leadership, or contributions to the KW culture.

Our Presence In the Region Our Presence In the Region

Driggs Jackson

Alpine

Thayne

Idaho

Pinedale

Wyoming

Teton Valley Office Jackson Main Office 295 W Pearl Avenue Jackson, Wyoming 83001 (307) 201-5231

Teton Valley 1 S Main Street Driggs, Idaho 83422 (208) 354-2222

Star Valley Thayne 190 N Main Street Thayne, Wyoming 83127 (307) 883-6419 DeMello & Co Office 174 Emerger Avenue Alpine, Wyoming 83128 (714) 580-1526

Pinedale 219 E Pine Street Suite 107 Pinedale, WY 82941 (307)413-9875

Keller Williams North Central Region

Our Region & Monthly Newsletter Our Keller Williams office locations fall within the North Central Region, consisting of Minnesota, Montana, North Dakota, South Dakota, Wisconsin & Wyoming. For information on regional updates and upcoming events, check out the North Central Region Newsletter: kwnorthcentralregion.com/monthly-newsletter Regional Contacts Olivia Manson Regional Director oliviam@kw.com 651-246-1741

Rachel Peterson Regional Market Center Administrator klrw959@kw.com 920-574-8158

Taylor Fischer Regional Operations Manager taylor.fischer@kw.com 952-215-6277

Marty Richter Regional Technology Trainer martyrichter@kw.com

Jackson Hole Office How To’s Building Security Main Office: The office is staffed Monday through Friday from 8:30 a.m. to 5:00 p.m. and closed on weekends. During your onboarding session, you’ll receive a building access fob for our main office at 295 W Pearl Ave, which allows entry to the building at any time. If you plan to meet clients after hours, please ensure you have your fob to let them in, or contact leadership in advance to have the doors unlocked longer. The same fob also provides elevator access. Driggs Office: Door Code Provided by Leadership Team Thayne Office: Lock Box Provided by Leadership Team Outgoing Mail Stamped mail can be dropped off in the bin located in the MCA’s office on the first floor. If you receive mail or packages at the company address, they will be delivered to your desk or placed on the pickup shelf in the MCA’s office for your convenience. We have a business account with FedEx for your shipping needs. Our account is #6193-4575-4. FedEx charges will be added to your monthly agent bill. Cleaning & Maintenance The main office is professionally cleaned once a week; however, all agents and staff are expected to maintain a clean, organized workspace and show respect for shared areas. Office Art Artwork on both floors is on loan from Gallery Wild (80 West Broadway). Each piece includes a QR code for those interested in learning more or inquiring about purchase. WiFi Passwords Main Office (Jackson location) Network: Keller Williams Password: J@cksonHole

Driggs Network: KWDriggs Password: kwdriggs1

Thayne Network: Keller Williams Password: Thayneofficekw 15

Office Amenities Printer/ Copier There is a copier on each floor of the main office for agent and staff use. Upstairs: Ricoh IM C2500LT Downstairs: Sharp BP-70C31 Mac users can typically locate the printer by searching for it on their device. Windows users will need to install the corresponding printer driver. The MCA or TL can assist with setup as needed. If you’d like to enable scan to email, the MCA will coordinate that for you. Office Supplies The office provides printing paper, binders and a binding machine, basic office supplies, branded envelopes, cards, and folders for agent use. Luxury bindings and presentation boxes for listings are also available; these will be billed to your agent account upon use. Please note that fax services are not available. Newspapers are provided daily in the front lobby, and coffee, tea, water, and soda are available for agents, clients, and guests. Conference Rooms Calendar Schedule Please sign up to use the conference room on the main level of the Jackson office by using the whiteboard outside as well as the Agent Sign Up Google sheet. Reserve Your Time in the Conference Room (Sheet 2) Signs & Riders Yard signs and open house signs are stored in the upstairs closet. Please return yard signs and open house signs to the office in a timely manner. We provide one rider for each agent. If you would like more, please contact the MCA to order. The extra riders will be billed to your agent bill.

Keller Williams Systems & Processes Slack We use Slack for internal communication across Keller Williams Jackson Hole and Teton Valley. You’ll find a general company channel, as well as dedicated threads for each office location. Slack helps us stay connected, share updates, and communicate efficiently as a team. To get started, you can watch this quick Slack Introduction Video. When posting important messages that everyone needs to see, tag “@everyone” to notify all team members. Google Groups We use Google Groups for company-wide communication. All team members are included in the main group email: kwjh@googlegroups.com — please use this address when you need to send a message to everyone in the company. For marketing-related inquiries or requests, please use the dedicated marketing group email: kwjhmarketing@googlegroups.com. Onehub You’ll receive an invitation to join Onehub, our secure cloud-based platform for storing, sharing, and managing company files. Inside Onehub, you’ll find everything you need to stay informed and supported, including training materials, presentation slides, economic reports, marketing resources (logos, design templates, marketing tools, and Mailchimp instructions), real estate forms, and the company phone list.

Agent Floor Duty What Is Floor Duty? Agents have the opportunity to sit floor at 295 W Pearl Ave in Jackson, 1 South Main Street in Driggs, and 190 Main Street in Thayne. Floor duty is a scheduled shift where an agent is responsible for handling incoming calls, walk-ins, and online inquiries that come into the office. It ensures that every potential buyer or seller receives a timely, professional response while giving agents an opportunity to connect with new leads. During floor duty, agents are expected to represent the office well—answering questions, gathering contact information, and following up with any viable prospects. It’s both a service to the brokerage and a valuable lead-generation opportunity for participating agents. What Do You Need to Do In Order to Sit Floor? Agents must be in good standing with the brokerage and up to date on all compliance and training requirements. Agents should be comfortable answering general real estate inquiries, have access to the MLS, and understand how to handle incoming leads or walk-ins professionally. Agents are expected to be present and available for the full duration of their shift, which vary in scheduled hours depending on the office location. Prior to your first floor shift, schedule a 15 minute meeting with a seasoned mentor to review the Floor Duty operations and procedures. Signing Up for Floor Duty Head to the Agent Sign Up Sheet for Floor Duty Schedules

Meetings, Classes & Events with KWJH

Weekly Update Sent out via email every Monday by the Team Leader with information about the upcoming week's meeting, classes, general info, quick links, etc. Training & Education KWJH offers educational classes twice a month, held at our main office and available via Zoom. These sessions typically take place on the 1st and 3rd Tuesday of each month at 11 AM and cover a range of topics to support agent growth and success. In addition, Keller Williams International provides extensive online training opportunities through KW Connect (see Section II: Global Programs with Keller Williams for login details). console.command.kw.com/connect/learning/categories Company Sales Meetings Held every Wednesday at 9am upstairs at 295 W Pearl or via Zoom. Monthly Internal & Community Happenings Stay updated on office and local community events by checking out our cork board in the kitchen in the main office on the second floor, any and all restrooms or in the weekly email from our Team Leader. Calendar / Events We send out calendar events that include company-wide training sessions, weekly office meetings and special events like our Holiday Open House, Awards Ceremony & Red Day (more on page 26). Please note that the scheduled classes are subject to change, so please make sure to check the Weekly Update email for the most up to date information. 21

KW File Sharing Onehub One Hub is the Keller Williams file sharing platform that contains all marketing assets, onboarding assets, and any other documents you may need! Where do I start? The easiest way to get to One Hub is by bookingmarking the follow link right in your browser: https://ws.onehub.com/workspaces/1367109/files From there, you will be able to access the following folders with their respective content: Marketing: blog content, Canva resources, area map, logos and design guidelines, letterhead, listing & buying presentation materials, luxury magazine link, market reports, newsletter content, event photos and videos, stock photos and videos, and more Did you know you can edit marketing files directly in Canva? Check out the Jackson Hole Market Center Folder for editable marketing assets: https://www.canva.com/folder/FAFwvXP1mWw Onboarding: banking info for commissions & billing, onboarding checklists, blank W-9 form and more Policies & Guidelines: Blueprint to Success, Policies and guidelines manual, E&O policy Real Estate Forms: additional provisions, referral documents, MLS forms, etc Resources: presentations from past events, templates, phone list and KW documents Have a question on where to find something? Send an email to your Team Leader, Mackenzie.Slaugh@kw.com

Keller Williams Client Facing Materials Agent Email Signatures While onboarding with Keller Williams, our Team Leader will create an email signature including your new Keller Williams email address (or existing email if you prefer), along with your headshot and phone number. Agent Business Cards Business cards are available upon request through Keller Williams. If you would like to have business cards created for you, please email the Team Leader. Pricing: 50 cards provided by Keller Williams, additional cards by pricing on Moo.com Listing Presentations Both customizable and ready-to-print listing presentations are available in Onehub & Canva X KW. Customize your own, or stop by the printers in the main office to for a ready to go version. Customize your Listing Presentations: Jackson Hole & Teton Valley Buyer Presentations Both customizable and ready-to-print buyer presentations are available in One Hub & Canva X KW. Customize your own, or stop by the printers in the main office to for a ready to go version. Customize your Buyer Presentations: Jackson Hole & Teton Valley Market Reports Quarterly market reports provide up-to-date insights on local real estate trends. Jackson Hole data is shared each quarter, while Star Valley and Teton Valley reports are released twice a year. Reports are available in Onehub & Canva X KW, with email and social templates provided upon release. Monthly Newsletters Monthly blogs and newsletters are written by the KWJH Marketing team and are distributed to agents once a month via email, on the first Wednesday of the month. Agents use this marketing asset to send to their client sphere to stay top of mind. These are located in Onehub. 25

Keller Williams Benefits Health Insurance Options Medical, Dental and Vision in One — Pay one monthly premium and access three lines of coverage in one plan. Options for sole proprietors and guaranteed issue limited plans! Health Savings Account — Tax-free when you add funds to it and tax-free when you use it on qualified medical, dental, vision and more for yourself and your dependents. Disability Income Insurance — You’ll also have access to long-term disability coverage to help build a secure future. In the event you become sick or injured, disability income insurance can replace a portion of your income and protect your lifestyle. Worksite Voluntary Benefits—Short-term disability, hospital indemnity, accident and critical illness coverages help keep your finances secure in the event of a major incident. Term Life — Easily obtain coverage, which is portable and will protect your family and lifestyle. Take the first step: realagentperks.decisely.com

Have questions on perks & benefits? Talk to your leadership team, we’d be happy to help.

Keller Williams Community Perks Rodeo & Fair Event Tickets KWJH is proud to sponsor the Teton County Fair & Rodeo. Through our sponsorship, we are allowed 4 rodeo tickets per rodeo & 4 fair event tickets for agent & client use. Sign Up For Fair & Concert Tickets Here (Link Available In Summer Months) Ski Pass Discounts KWJH is a part of the JH Air Program. JH Air works to ensure convenient year-round air service to our community & region. Through this, agents have access to discounted season passes at Jackson Hole Mountain Resort, Snow King Mountain Resort, and Grand Targhee Resort at the lowest rate available. Pay attention for info provided by your MCA to sign purchase your passes.

Keller Williams In The Community Red Day: Second Thursday of May Which stands for ‘Renew, Energize and Donate’, is our annual day of community service, Keller Williams wide. Making a difference in the lives of others and bettering the communities that we serve lies at the heart of the Keller Williams culture. This observance defines who we are and is a natural extension of our commitment to the highest level of professional customer service. It embodies the generous spirit and commitment associates have to "giving back" to the cities and towns they live and work in. Our Community Sponsorships At Keller Williams Jackson Hole & Teton Valley, community is at the heart of our culture. We believe in giving back, supporting our neighbors, and investing in the place we proudly call home. Our commitment to service extends beyond real estate — it reflects who we are and how we show up for one another. As part of that mission, we support a range of local programs and organizations that strengthen our mountain communities. If you have an initiative that aligns with our values and spirit of service, we’d love to hear your ideas. Programs we currently support include: Education Foundation of Jackson Hole Jackson Hole Therapeutic Riding Community Foundation of Teton Valley Teton Valley Skijoring Teton Valley Foundation Rotary Club of Jackson Hole Foundation JH Air Program Jackson Hole Rodeo Teton County Fair Shelter JH Habitat for Humanity of the Greater Teton Area

Jackson Hole Chamber of Commerce Mental Health Coalition of Teton Valley Teton Valley Food Pantry Grand Teton Skating Association Downtown Driggs Association Miss Rodeo Wyoming Alpine Education Foundation Talons Reach Foundation Teton County Idaho Search and Rescue one22 Dancer’s Workshop

Do you have an organization, non-profit, or sponsorship you are personally involved in? We would love to hear from you to add to our resources. Fill out the Agent Involvement Form. If you would like the Keller Williams team to review and consider an organization or event to sponsor, please fill out the Sponsorship Inquiry Form.

Keller Williams Commissions & Fees Company Cap & Split & Royalty The Commission Split: Before an agent reaches their cap, they operate on a commission split with the brokerage (e.g., a 75/25 split). A portion of each commission check goes to the agent, and a portion goes to Keller Williams Jackson Hole. Defining ‘The Cap’: Once the agent has paid the brokerage their set cap amount out of commission split for the year, they have "capped." . Royalty Commission: The royalty fee is a percentage of each commission earned by an agent. It is a portion of the agent's commission that goes to the parent company before the split with the local Market Center is calculated. It is the cost for an agent to be a part of the national and international Keller Williams brand and its resources. This is 6% of each commission, capped at $3,000 per year. Part of the Overall Cap: The $3,000 royalty cap is a component of the agent's total annual cap. For an agent to reach the 100% commission split, they must hit both their local market center cap and the $3,000 royalty cap. 100% Commission (‘Hitting the Cap’): After an agent caps, they no longer have to split commissions with the brokerage for the rest of their anniversary year. For all subsequent deals, the agent keeps 100% of their commission. The Reset: The cap resets on the agent's anniversary month on the first day of the month, and the process begins again for the new year

Example Calculation (Before the Cap is Reached): Home Sale: $800,000 Total Commission (3%): $24,000 6% Royalty Fee: $1,440 Brokerage's 25% Share: $6,000 Agent's 75% Share: $16,560 Keller Williams Agent Fees On average, agents pay $225 per month for a KW Command technology package, E&O insurance, marketing, and other company business expenses. These charges may change with 30 days' notice. Private office spaces are available to rent for $400 to $600 a month, with slight variations in cost by office location. Keller Williams offers optional paid marketing opportunities, including newspaper features, Buckrail ads, listing posters, and social media advertising. Agents may choose to participate in these promotional efforts at their discretion. Associated costs will be billed to the agent following the completion of the selected marketing campaign. See section III, Marketing with Keller Williams, for more information. Agent Billing Office invoices are emailed by the 15th of every month. These invoices are due and payable by the 22nd of every month. If you are on auto-pay, your card or ACH payment will be processed on the 22nd of every month. If the 22nd falls on a weekend or holiday, your card will be processed the next business day. A 3% Processing Fee will apply for any type of invoice paid via credit card. Payments not received by the MCA by the 30th will automatically incur a $25.00 late fee. Should a credit card or check be declined for any reason, a penalty charge of $25.00 will be assessed by the Market Center. If an invoice has not been settled by the following month, the amount due will start to accrue a 10% interest rate.

Realtor Fees Other costs you may encounter when getting licensed include but are not limited to: Wyoming Real Estate Commission: $30 to transfer your license $300 for initial license $370 to renew license every 3 years realestate.wyo.gov Idaho Real Estate Commission: $135 to renew every two years dopl.idaho.gov/rec Teton Board of Realtors (TBOR) Primary membership $2,151 per year Secondary $1,590 per year Multiple Listing Service (MLS) only $650 a year *Each listing is $10 and will be added to your agent bill monthly tbor.org The Greater Idaho Falls Association of Realtors (GIFAR) $661 per year $100 one time fee gifar.org Snake River Regional MLS (SRRMLS) $480 per year $100 one time fee snakerivermls.com

Contracts & Forms Through Zipforms, an agent can access the official library of WY state forms. It allows agents to pull the latest legally-vetted contracts, use "MLS-Connect" to auto-populate property data directly from the Wyoming MLS, and send documents for digital signature through Authentisign. It is a cloud based digital file cabinet. *Access after joining TBOR as primary. Form Simplicity is a leading web-based transaction management platform. It serves as a central hub for Idaho real estate professionals to access the most current, legally vetted state forms and contracts. Utilizing features like Sabal Sign for secure electronic signatures and "MLS-Connect" to auto-populate property data. *Need to be a member of Idaho Realtors / $180 annually *Contact: Pete Katsilometes petek@idahorealtors.com 208-342-3585 Onehub Additional Provisions (for our brokerage only) refer to a specific section in a purchase contract (typically a blank space or an addendum) where agents can write in customized terms that are not already covered by the standard, pre-printed language of the stateapproved forms. Referral Templates, Business Agreements, Commission Agreements can also be found on Onehub. Flex MLS: Letter Declining MLS & Authorization for Non-Disclosure of Sales Price *Access after joining TBOR

Agent Leadership Committee (ALC)

The Agent Leadership Committee (ALC) help guide the direction and growth of our office. Serving as a bridge between agents and leadership, the ALC ensures every agent’s voice is heard and represented. We are an agentdriven company, and the ALC plays a key role in maintaining that culture. If you have ideas or suggestions to improve office productivity, strengthen the brokerage, or support agent success, please share them with an ALC member. They serve as an extension of the administrative and leadership teams and are here to help drive collaboration and innovation within Keller Williams Jackson Hole.

Agent Directory

Cindee George (307) 690-3996 cindeegeorge@gmail.com

Rebekkah Kelley (307) 413-5294 rebekkah@budgekelley.com

Jeff Ward (307) 690-0873 jeff@sellingjacksonhole.com

Kelsey Spaulding (218) 410-0624 kelsey@jhreteam.com

Shea DeMello (714) 580-1526 demelloshea@gmail.com

Ian Osler (307) 690-4574 ian@ianosler.com

Katie Brady (307) 699-4137 katie@katiebradyrealestate.com

Scott Blackwood (307) 699-1026 scott@realestateblackwood.com

Jonathan A. McLaren (307) 413-5238 jonathan.mclaren@kw.com

Star Valley Office Leads

Agent Directory

Shea DeMello (714) 580-1526 demelloshea@gmail.com

Diana Ferguson (630) 432-3512 diana.ferguson@kw.com

Rusty Kunkle (307) 690-9244 rustykunkle@gmail.com

Holly Wiebelhaus (262) 490-0065 hollywiebelhausrealtor@gmail.com

Teton Valley Office Leads

Agent Directory

Kim Beres (208) 399-3056 kimberes@kw.com

Brooke Sandoin (208) 709-8009 grandassociatesteam@gmail.com

Patti Kauf (970) 761-0033 grandassociatesteam@gmail.com

Squeak Meheles (307) 413-1147 grandassociatesteam@gmail.com

Sean Brawner | KW Commercial (307) 699-2393 sean.brawner@kw.com

∙ Section II ∙

Global Programs With Keller Williams

KW Luxury Command & KW App: Marketing & Referrals Connect: Courses & Learning Hub KW Canva

Events

KW Communities Profit Sharing KW Next Gen KW Cares

Known for a distinct approach to real estate - a reputation built around meticulously tailored experiences, loyal clientele and success stories beyond compare - Keller Williams and its agents are luxury leaders, selling more $1 million plus properties than any other company*. Keller Williams Luxury is an ‘earned in’ program that provides three levels of luxury marketing support: by property, by agent based on amount of qualifying transactions, and by invitation on subscription model.

Haven’t earned in yet? For Keller Williams agents and support teams who have not yet earned-in, KW provides a Four Essential Pillars to Grow Your Luxury Business Course, designed to provide the skills, knowledge, and standards you need to enter the luxury arena.

Keller Williams Luxury HOW TO EARN IN Close minimum transactions (4) above luxury threshold ($1.55M+ in Teton County, WY | $1.25M+ in Teton Valley | $549K in Star Valley) within 24 months.

LEVEL ONE: LUXURY QUALIFYING PROPERTIES

Marketing and Globally Syndicating Luxury-Qualifying Properties ($1.55M+ in Teton County, WY | $1.25M+ in Teton Valley | $549K in Star Valley)

Resources for Agents with Luxury Properties

CIRCLE ACCESS Circle is a simple way to access all of your communities resources across all of your memberships, like trainings, calendars, groups & certifications. Are you an Earn-In Agent needing access to Circle? Email luxury@kw.com to request access today!

STYLE GUIDE Logos, fonts, colors, and signs—our style guide covers every detail. To be used for qualified properties or earned-in agents.

Marketing Templates in Command

Marketing Templates in Canva

LEVEL TWO: EARNED IN AGENTS

Agents Who Close 4 or More Luxury-Qualifying Transactions (see thresholds above) within 24 Months Level Two Agents: Access Everything Above Plus the Following:

Resources for Earned-In Agents

Automated Listing Syndication

Submit Your Property to Get Featured on KW Luxury Social Media

Social Media Toolkits

Order a Luxury Branded Box

Luxury Marketing Packages from Michael Lewis

Join Our Monthly Luxury Training Call

KW Luxury Symposium Event

Become a Luxury Pro Member

Download

FOUR ESSENTIAL PILLARS COURSE Elevate your business with proven strategies for referrals, culture, branding, and growth, all tailored to KW Register Today

LEVEL THREE: LUXURY PRO

Invitation to KW Luxury Earn-In Agents to Join KW Luxury Pro ($250/month) Level Three Agents: Access Everything Above Plus the Following:

KW Luxury Pro Property Submissions

KW Luxury Pro Events

KW Luxury Pro Training Library

Have questions on KW Luxury? Email Kanoe Irvine, Director of Marketing for Brady Sandahl Real Estate Group.

Simplify Your Systems

Streamline Your Database

The days of disjointed transaction management and multiple spreadsheets are over. With Command, you can take ownership of all offers, documents, and client communication from one convenient location.

Enter, manage, and customize your database with simplicity and ease. Easily group and organize your contacts for timely, automated follow-up and lead generation, then use SmartPlans to design communication plans customized to each client.

Track Your Transactions

Set Goals and Tasks

Manage your book of business from your dashboard, streamlining your appointments, listings, deals, and projected revenue from one location. The Opportunities feature shows you the road ahead and real-time revenue projections, so you can keep tabs on your cash flow.

See your short and long-term goals at a glance. Set specific goals around listings, commissions, and profit, then turn your todo list into action items by creating contact-specific tasks that track across Command.

Leverage the Listings Portal

Make Marketing Multi-Channel

Listings is an end-to-end portal that lets you manage all your listings in one place – from pre-listing, to active, to pending, to sold. Organized by neighborhood, Listings brings relevant, community-specific insights to the table, giving you a competitive advantage. Store photos and details and market your listings with minimal effort.

Develop an effective, multi-channel marketing strategy right within Command. Deliver leads to your pipeline and convert them into lifelong clients – for less. Choose from a library of ready-made templates or create beautifully branded assets to launch an effective campaign that converts across Facebook, Instagram, Google Ads, email, direct mail and more.

KW Technology Command & KW App Command is an integrated suite of tools that helps you connect with your clients and gives you unprecedented insight and control over your business. With Command’s elevated workflow management capabilities, you can take the guesswork out of client communications and convert contacts into commissions.

Command for Agents

Command for Teams

Optimize, manage, and run your business with unprecedented simplicity and insight. More than a CRM, Command’s interconnected tools keep you connected to your database and help you convert leads into lifelong clients.

Our integrated tech gives teams and their leaders an edge through transparency and collaboration. Use Command for Teams to optimize control over your database, your business, and your future.

thrive.kw.com/technology/com mand-for-agents/

thrive.kw.com/technology/com mand-for-teams/

KW Consumer App As a Keller Williams agent, you’ll have access to a completely customizable and personalized app for consumers. Generate more leads, capture more consumer insights, and create more meaningful conversations. kw.com/download

KW Technology Command: Referrals Command is also where you can search for, send, and manage your agent-to-agent referrals. Start adding agents to your network today! Where to Go? 1. Navigate to: console.command.kw.com 2. On the lefthand menu, click the Referral icon

Agent Dashboard

My Referrals

View your pending invites, pending referrals, recieved referrals and sent.

View all previous referrals: pending, active, funded, lost, expired & rejected.

Map

My Network

Search by area and view a list of closed units and the agents who closed them.

Track referrals, add new referrals, grow your network and review invitations.

KW Technology Connect KW Connect is Keller Williams’ online learning and resource platform, designed to support agents at every stage of their real estate career. It serves as the central hub for training, technology updates, and business tools. Through KW Connect, agents can access on-demand video courses, live webinars, market reports, and scripts from top-performing agents across the country. The platform also includes resources for Command, KW’s tech ecosystem, along with templates, checklists, and best practices for lead generation, client management, and marketing. In short, KW Connect helps agents stay educated, informed, and connected to the larger Keller Williams community while building a more efficient and successful business.

Watch Script Videos

Take Online Courses

Looking to brush up on the most effective scripts? Start each day on KWConnect and see what others are doing to win more business.

From getting started with real estate to brushing up your skills, Connect is your platform to learn the business front to back.

Watch Listing Presentation Videos Need a few pointers on your listing presentation before your next appointment? Find some inspiration from your KW family.

Have tech questions? Visit answers.kw.com or talk with your leadership team.

Canva Enterprise Access

KW Branded Templates

Your own upgraded Canva account, included with your KW tools—at no cost.

Instant access to professionally designed materials.

MLS Integration

Enhanced Tools

Create and deploy marketing right from your listing pipeline.

Regular template drops and tools to keep your marketing sharp.

Please note that the BRAND KIT included in the KW Canva account is managed by KW corporate, so we are not able to upload KWJH & KWTV logos to the brand kit. Upload the logos and use the search tool to access logos quickly!

Technology KW x Canva Only Keller Williams agents have access to a customized, real estate-focused experience tailored to your business. Our flagship partnership with Canva, the world’s leading design software, puts top-tier branding tools at your fingertips. With Keller Williams, a premium Canva account is included with your KW tools—at no extra cost. Login by heading to canva.kw.com and using your command login.

Getting Started

Resources

Connect with your team lead to create your account. Then Get the info on setting up your account, connecting your listings, finding KW brand kits, and designing & collaborating.

Discover guides for using AI tools compliantly, FAQ’s on using Canva, press releases, YouTube announcements, and moving files from personal Canva account to premium KW.

Getting Started Guide

Canva Resources

Templates Access a wide range of customizable templates through KW × Canva to elevate your marketing. From social posts and community updates to listing brochures, flyers, and full buyer and seller presentations—everything you need to promote your listings and build your personal brand is included with your Keller Williams membership. Find your KWJH folder by searching “MC #1169”.

More Support Answers.kw.com - Canva

Canva Help Resources

FAQ’s

Keller Williams Events Keller Williams hosts a variety of events throughout the year designed to support growth, connection, and collaboration within the KW community. From local office gatherings and training sessions to regional masterminds and national conferences like Family Reunion and Mega Camp, these events provide valuable opportunities to learn from industry leaders, share best practices, and strengthen professional relationships. Agents are encouraged to participate regularly to stay informed on market trends, expand their network, and engage with the KW culture of learning and innovation.

2027 coming soon

Aug 17-20

Family Reunion

Mega Camp 2026

Connect with industry leaders, gain timeless insights, and experience the heart of KW culture once a year.

Gary Keller and industry icons will pull back the curtain on the strategies driving today’s biggest wins.

Oct 18-20

Oct 21-23

Luxury Symposium

KW Land Summit 2026

This event promises to be an essential experience for those looking to excel in luxury real estate and business.

Land real estate insights, training, and networking. Elevate your career at KW Land Summit 2026. 57

Keller Williams Communities

KW Commercial®

KW Land®

KW Commercial® offers exclusive opportunities to build upon your portfolio and increase your skillset in one of the fastest-growing commercial real estate firms.

Break into KW Land®, one of the market’s most stable and profitable industries, while accessing industry-leading marketing materials and networking opportunities with international referral agents and leadership teams.

communities.kw.com/communit y/kw-commercial/

communities.kw.com/communit y/kw-land/

KW Luxury Pro

KW Military®

Join KW Luxury Pro for a unique perspective and coveted networking opportunities with the most exclusive, ultra-affluent buyers, brands, and interior designers all over the globe.

With KW Military®, you are proudly serving those who served our country. At KW Military®, build a thriving business which offers unique opportunities to work with others who share your passion for serving veterans and active duty military members.

communities.kw.com/communit y/kw-luxury/

Not looking to join KW Luxury Pro but are an earned-in agent? Make sure you have access to Circle! Circle is a simple way to access all of your communities resources across all of your memberships, like trainings, calendars, groups & certifications. Email luxury@kw.com to request access today!

communities.kw.com/communit y/kw-military/

KW OfferingsTM

KW BR/ND

Generate thousands more leads every year from potential sellers curious about the cash value of their homes.

Build a clear brand, execute consistent marketing, and turn visibility into measurable business growth.

communities.kw.com/commu nity/kw-offerings

communities.kw.com/commu nity/kw-br-nd

Inclusion and Belonging

KW Clarity

Putting inclusion and belonging at the forefront of your business not only ensures professional growth and success, but also empowers the communities in which you live and serve.

Join a uniquely empathetic community that understands the struggles associated with growing your business while being substance-free in the fast paced-sociable world of real estate.

communities.kw.com/communit y/inclusion-and-belonging

communities.kw.com/communit y/kw-clarity/

KW Default Solutions

KW NIL

Your trusted community of experts dedicated to empowering you with solutions for traditional sales, distressed properties, and complex transactions. Transform your business and build the systems needed to create stability in uncertain markets.

Empower and mentor collegiate and high school athletes within the NIL space, turning universities into thriving spheres of influence through comprehensive NIL guidance and real estate industry training.

communities.kw.com/communit y/kw-default-solutions/

communities.kw.com/communit y/kw-nil/

KW Operations Operations and administrative professionals function at the center of their teams. KW Operations empowers you to drive business results and your career forward with tailored training, members-only events, and a supportive community of peers and mentors. communities.kw.com/community/kw-operations

KW Real Estate Planner

KW Relocation

Become the expert your top clients need; with KW Real Estate Planners, you’ll learn everything from client advocacy strategies and investment property planning to network building and everything in between.

Built to elevate agents through exclusive education, collaboration, and referral opportunities, KW Relocation is your gateway to growth in the thriving world of relocation— dedicated to advancing careers, broadening portfolios, and delivering exceptional results.

communities.kw.com/communit y/kw-real-estate-planner/

communities.kw.com/communit y/kw-relocation/

KW Sports + Entertainment

KW Talent

KW Sports + Entertainment is your ticket to growing your portfolio with the world’s most elite clientele with exclusive resources no other industry can provide.

Learn how to recruit the best team members, foster the next generation of leaders, and build your empire by joining KW Talent. Our mission is to transform you from a successful real estate agent professional, to an unstoppable, world-class business owner.

communities.kw.com/communit y/kw-sports-andentertainment/

communities.kw.com/communit y/kw-talent/

KW Wealth® As an exclusive community dedicated to helping your build better profits by leveraging your current real estate business, KW Wealth® is here to help you grow your business, create passive income, and build a better future for you and your family. communities.kw.com/community/kw-wealth

KW Young Professionals

KW Wellness

Propel your career forward with KW Young Professionals’ exclusive training and career opportunities designed for members with natural talent and the drive to become professional leaders.

Investing in wellness yields high returns in health, well-being, and productivity. KW Wellness empowers you to create a culture of wellness and wellbeing for yourself, your family, and your team.

communities.kw.com/communit y/kw-young-professionals

communities.kw.com/communit y/kw-wellness/

Keller Williams Profit Sharing The Keller Williams Profit Share model is a system designed to reward associates who contribute to the growth of the company by sponsoring new agents. Here's a summary of how it works: 1. Sponsorship and Levels When an agent joins Keller Williams, they name a sponsor who introduced them to the company. This sponsor becomes part of the agent's "Profit Share Tree." The system operates across seven levels, with each level representing agents sponsored directly or indirectly through the tree. 2. Profit Distribution Each Market Center calculates its monthly profit. A portion of this profit is distributed to associates based on their Profit Share Tree. The percentages allocated to each level are predefined, with Level 1 receiving the highest share (50%) and subsequent levels receiving smaller percentages (e.g., 10%, 5%, etc.). 3. Passive Income Profit Share is considered 100% passive income. Once an agent sponsors another, they have no further responsibilities for that recruit. The Market Center takes on the role of training and supporting the new agent. 4. Timing Profit Share distributions are made monthly, typically on the 21st of the following month, based on the Market Center's profitability. 5. Global Opportunity For agents outside the U.S. and Canada, a similar system called Growth Share operates, allowing associates to earn passive income from international recruits.

How Do I View My Profit Sharing Status? Go to KWconnect.com and click on the “Reports” tab In the white bar. Here, click into “Associates” and you’ll be able to view your Income Summary, Multi-Year Trends and Profit and Growth Share stats. console.command.kw.com/connect/learning

Keller Personality Assessment The Keller Personality Assessment (KPA) is a core tool at Keller Williams designed to help agents understand their natural behaviors and how they align with proven success models in real estate. It’s not a pass/fail test—it’s a guide for growth and performance. What It Measures The KPA evaluates key traits that impact production, including: Drive and urgency Sociability and relationship-building Assertiveness and influence Decision-making style Independence vs. team orientation Why It Matters Real estate rewards consistent action. The KPA helps identify how naturally aligned you are with high-impact activities like lead generation, follow-up, and closing. Top agents typically show strong urgency, people skills, persistence, and a bias toward action. How to Use It Leverage strengths: Focus on what comes naturally and build your day around it Improve gaps: Use scripts, systems, and coaching to strengthen weaker areas Stay aligned: Follow KW models and accountability systems to stay consistent Bottom Line The KPA gives you clarity on how you’re wired to succeed. When paired with Keller Williams models and consistent execution, it becomes a powerful tool for predictable growth. Interested in requesting a KPA? MCAs will be notified and charge your card on file for $25. Your results will be emailed! More about KPAs and requesting a KPA

Keller Williams Next Gen Events. Coaching. Scholarships. The roadmap for the Next Generation of Leaders & Entrepreneurs. KW Next Gen is for the next generation of leaders and entrepreneurs looking to grow personally, professionally, and financially. We offer personal and professional development events designed to help you achieve your goals, create wealth, and live your best life. For adults under 30, KW also offers free professional coaching and scholarship funding.

Events

Coaching

Explore our virtual and in-person selfdevelopment events built on the Quantum Leap Methodology.

Make a plan to achieve your goals through one-on-one coaching with established professionals.

kwnextgen.org/events

kwnextgen.org/coaching

Scholarships Pursue up to $10,000 in funding to put toward filling your unique life mission. kwnextgen.org/scholarships

KW Cares KW Cares is Keller Williams’ nonprofit organization, created to support KW associates and their families during times of unexpected hardship. Funded primarily through donations from agents and offices, KW Cares provides financial assistance to those facing emergencies such as natural disasters, medical crises, or personal tragedies. The organization reflects the KW culture of compassion and community, ensuring that when difficult times arise, agents and their loved ones never face them alone. KW Cares also extends aid to communities impacted by major disasters, embodying the belief that together, we can care for our own and make a meaningful difference beyond our offices.

Family Helping Family

KW Cares Grants

KW Cares serves Keller Williams associates and their dependent family members during times of hardship1 due to a sudden emergency. We ensure everyone in our KW Family feels supported, safe and valued.

Learn more about how to apply for a grant or assist your colleagues to do so. We’re here to guide you through the application process to make your experience as seamless as possible. kwcares.org/grants

kwcares.org

KW Support Cheat Sheet Technical Issues: Bugs Errors Unexpected Behavior

Password Reset: MYKW Command Command App

For the quickest help, please submit a ticket through our web forum here. You can also hop into Live Chat with us by clicking the Support button in Command, M-F 9am-5pm CT. https://answers.kw.com/hc/en-us/articles/360051422573-KWSupport-Cheat-Sheet-Who-to-Contact-for-Common-Issues

Agents can use the "Forgot Password" link on the login pages. This sends a reset link to the Recovery Email on file in your KW Profile. If your Recovery Email is outdated or not provided, your MC Leadership can update it in CommandMC. Agent-facing logins require the Username listed in your KW Profile, not an email address. However, the consumer-facing login on kw.com requires your clients to enter an email address, which syncs back with their accounts in the KW Consumer app. https://answers.kw.com/hc/en-us/articles/360017931913-Login-to-Command-and-or-Reset-Your-KW-Password

Email Password Reset: Gmail Password Reset KW Email Password Reset

Getting an "Account Disabled" or "Unable to Verify Account" error in Gmail? Per Google Security Policy, KWRI Tech Support must verify the account owner and temporarily unlock your Gmail account during a 10-minute timeframe. Please start a Live Chat session in Command (M-F 9am-5pm Central) to request help with this. https://answers.kw.com/hc/en-us/articles/360022697033Change-Your-KW-Email-Password

DocuSign Password Reset

Live Chat with Tech Support in Command (M-F 9am-5pm Central) to request a DocuSign Password reset. This will allow your security questions to be reset as well. https://answers.kw.com/hc/en-us/articles/360033276314Create-and-Set-Up-Your-DocuSign-Account-in-Command

DocuSign Account Suspended

If you had a previous DocuSign account before creating one within Command, an account suspension error is likely associated with your previous account. Please contact DocuSign at 888-600-4146, or by email at support-re@docusign.com, and ask that they close your previous account, as well as any existing rooms and eSign accounts.

Excellent Self-Paced Learning: Welcome New Associates, Tech-Enabled Agent, and Command Your Business

Command Training for Agents and Teams

Market Center Training: Contact your Market Center Tech Trainer (MCTT) or Regional Tech Trainer (RTT) for details Live Workshops: The KWU Tech Training Team offers free, live Zoom training! Check out their website or find them in the KW Marketplace to view their training options -> Coaching & Training How-To Articles: KW Answers https://www.kwconnect.com/page/command-your-business

Accidentally unsubscribed or stopped receiving corporate emails from KWRI Headquarters? After checking spam/junk, resubscribe here. Resubscribe to KW Emails

Emails sent specifically to Regional and MC Leadership are not included in this category. To receive these emails, you must have the appropriate leadership role added to your White Pages profile. Contact your MCA for help. https://answers.kw.com/hc/en-us/articles/360044227613Resubscribe-to-KW-Emails

As soon as the MCA deactivates your agent role in Associates (CommandMC)/WinMORE: You will have 30 days to move any emails and files from your Gmail and Google Drive to another account before access is disabled. Leaving KW

90 days after your roles have been removed, your @kw.com Google account will be permanently deleted. https://answers.kw.com/hc/en-us/articles/360050043694What-happens-to-my-KW-email-account-when-I-leave-KW https://answers.kw.com/hc/en-us/articles/360035445694What-happens-to-my-agent-site-URL-if-I-leave-my-marketcenter-or-KW-

Command Profile Information: Where is it pulled from?

Can't Access Profit Share 1099s and Tax Forms

The bulk of information is pulled from your KW Profile (profile of record). There is also the KW Marketing Profile, which autopopulates most of the information on your app and website, as well as KW.com public facing profile. There is also a dedicated Referrals Profile that agents can access when looking for referral partners in Command Referrals.

Active agents can pull 1099s, current and past documents, directly from their Command Profile. VR associates do not have access to Command to access their 1099s. Use the Profit Share Document Request Form to request forms. https://answers.kw.com/hc/en-us/articles/46486012525075Access-Your-Profit-Share-1099-T4A-Tax-Documents-inCommand-Active-Associates

Tech Fee Billing Questions

Agents will need to work with the MCA or MC Leadership. Issues and questions related to incorrectly-billed fees can be first sent to your team leads, who may escalate to billing@kw.com.

∙ Section III ∙

Marketing With Keller Williams Jackson Hole

How To Market Your Listing Newspaper Advertising Listing Posters Buckrail Advertising Social Media Window Displays Keller Williams Branding Monthly Newsletters Marketing Support

“I have a new listing, how do I start marketing through Keller Williams?”

Fill Out The New Listing Jotform If you would like to have your listing featured on social media or advertised, you must fill out the New Listing Jotform! form.jotform.com/242474808337059 You will be asked to submit listing information, property photos, ad copy and make selections on how you would like to advertise your property! Free social media features, paid social media advertising, Buckrail advertising, newspaper advertising, and listing posters. See following pages for advertising breakdowns. Note that photos to be used in digital marketing (including the photos you upload to MLS) should be between 850KB - 1MB. This applies to agent headshots on our website, as well. Any photos used in print marketing should be no less than 1.5MB. Don't know what sizes your images are? Send these requirements to your photographer. We will not use low quality photos in materials, and your listing deserves high quality imagery.

Scan & bookmark the form to market your listings through Keller Williams!

Marketing questions? Email kwjhmarketing@googlegroups.com.

Your advertising and marketing opportunities through Keller Williams

Newspaper Advertising Through Keller Williams Jackson Hole, our agents have the opportunity to advertise in the Jackson Hole News & Guide and Jackson Hole Daily at a discounted rate. Keller Williams ads can feature up to three different listings per ad, or entire ad can be bought out to be used for however many listings the agent would like. Keller Williams advertises in both the News & Guide and Jackson Hole Daily, ad designs and pricing included below. Weekly advertising schedule and availability is included in the Monday Weekly Update email shared by the KW Team Leader. Pricing: $300 - $1,050 (save over $400 by advertising your listing through Keller Williams!)

News & Guide Half Page $300 Per Listing or $900 Buyout

Jackson Hole Daily L Shape $350 Per Listing or $1,050 Buyout

Twin Cinemas Listing Poster Advertising your listing in a high traffic area right in downtown Jackson! Our custom posters highlight both listings and local community events that are supported by Keller Williams or agents within Keller Williams. Listing posters (or their designs) can be shared with clients as closing gifts! Looking to suggest a local event to highlight? Please email the marketing team at kwjhmarketing@googlegroups.com. Pricing: $200 (poster will be hung for a month at minimum outside the 295 W Pearl office)

Listing Poster $200 for One Month Posting

Community Events Poster Not Available for Purchase

Marketing questions? Email kwjhmarketing@googlegroups.com.

Buckrail Advertising In addition to print advertising, Keller Williams is able to offer discounted online advertising through Buckrail, Jackson’s trusted community news source in Jackson Hole with over 200k monthly readers, not only locally but in metro markets one flight away. KW sponsors Buckrail’s “Snapped of the Day” feature, garnering over 100 clicks a month. KW is able to offer discounted Featured Listings and Display Ads to our agents. Featured Listings include a featured article on the home page, live in the Real Estate tab of Buckrail, are included in the featured listing scroller across articles and are included in the ‘Buckrail Daily’ email. Display ads run for one month and guarantee a minimum of 60K impressions. Pricing: $300 - $450 (save up to $150 by advertising through Keller Williams!)

Featured Listing $300 per Listing

Display Ads $450 Per Month

@kellerwilliamsjacksonhole

Organic & Paid Social Media Approximately 5.24 billion use social media daily as of early to mid-2025. Keller Williams and the majority of it’s agents utilize social media for expanded listing reach and creating organic connections with potential buyers, sellers, and members of our community. Through Keller Williams marketing, agents are able to get their listings featured for free on @kellerwilliamsjacksonhole and are also able to participate in social media advertising. For advertising — you are able to choose the amount you would like to spend, however it is recommended to spend around $100 a week for good results focusing on local zip codes, and minimum $300 a week for targeting multiple zip codes across the country. $100 locally will typically get you: Link Clicks: 100 - 300 Reach: 3,000 - 4,000 Impressions: 5,000 - 9,000 Pricing: Organic listing posts are no cost, advertising costs are recommended $100 week local advertising, $300 week national advertising

Listing Post No Cost

Social Media Ads $100 - $300 Week