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MCA Training Program

MCA Training typically involves self-led learning, which may not be optimal for a new team member unfamiliar with real estate or Keller Williams' specific general ledger accounting practices. Our team possesses a comprehensive understanding of KW's Chart of Accounts, Above-the-Line, and Below-the-Line expenses, providing a distinct advantage in training both new and seasoned MCAs.

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We concentrate our training efforts on the critical Top 20% of tasks, strategically incorporating scripts and proven strategies to enhance retention. This targeted approach ensures that your team members not only grasp essential concepts efficiently but also acquire the practical skills needed to excel in their roles.

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New MCA Start Up Training

Looking to expedite the onboarding process for your MCA? Opt for our accelerated training program, featuring personalized remote sessions that guide your new MCA through complete processes, as opposed to fragmented information from help sites and manuals. Our 1:1 approach ensures a rapid comprehension of the role and provides clarity on prioritizing and mastering key processes from start to finish.

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KW Tools & Reports

Navigating through numerous tools and reports poses a significant challenge for any leader aiming to train a new MCA comprehensively. Our approach involves dedicating time to assist your new MCA in not just utilizing these reports but understanding the intricacies of their creation. We guide them on which reports to employ and illuminate the significance behind each one, whether it's Cap Management, the LORE Report, your Pipeline, In and Out Reports, Transmittal Cover Sheets, weekly FLASH, or projecting month-end Company Dollar. Rest assured, we've got your training needs covered!

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WinMORE and AccountEdge
We strongly believe that individuals gain the most by first observing the correct way to use a program and then actively participating in hands-on application. We guide them through the process of efficiently using the programs in accordance with today's best practices.

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Transmittal Training & Support

The Transmittal process can be particularly challenging for a new MCA, as it adds pressure during the initial 30 days when they are still finding their footing. With limited recourse to rectify mistakes, it becomes a daunting task. Our team is dedicated to alleviating this stress by guiding your new MCA systematically through the Transmittal process. We place emphasis on breaking down monthly tasks, ensuring they are completed weekly or bi-monthly to enhance efficiency and reduce the likelihood of errors. Regardless of when the transmittal is completed, our support is unwavering, providing assistance every step of the way.

Contact Us

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 Address:  2509 Linda Dr, Urbandale, IA 50322

Tel:  (310) 295-8971

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