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Command Opportunities, DocuSign, and Command File Compliance:
Here is the overall workflow the following How To article.
1. Create/Find Your Contact Within Command
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Identify or add your Contact into Command. Once added, begin the transaction and manage the Opportunity applet within Command.
2. Create and Prepare Your Opportunity for Compliance
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Manage the Opportunity from start to finish within the Opportunities applet. First create the buyer or seller opportunity for your transaction and add as much detail as possible as this will assist in later steps. Include dates, people, property information and dollar amounts. You can update the details throughout the life cycle and it can be synced back to DocuSign.
3. Select a Compliance Checklist for Your Opportunity
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After creating the Opportunity, begin the Compliance process by selecting a Compliance Checklist created by your Market Center in the Documents tab. The Checklist will detail the required documents for the transaction.
4. Start a Transaction
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Start a Transaction, which will engage with DocuSign through the integrated Command connection and create the DocuSign Room.
5. Prepare Your Documents and Forms for Compliance
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Working within the Room you created, prepare your documents and DocuSign forms for signatures. Select and pull in the appropriate forms created and uploaded by your Market Center from a form packet or a library. This is where you’ll make updates and edits to your forms prior to signature.
6. Create and Send Your Documents for Signature
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Once you've completed filling out the DocuSign forms in the Room, create an envelope to send the documents out for signature via email. Within the Envelope you will be able to assign recipients and make any final edits to the document before sending for signature or review.
7. Upload Your Signed Documents to Your Opportunity
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Once the signed documents are returned within your room, you are ready to return to your Opportunity within Command and upload the signed PDFs to the Compliance Checklist.
8. Submit Your Signed Documents to Your Market Center
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After uploading the signed documents to the Opportunity within Command, submit your documents to your Market Center for Compliance review. Once submitted, you can check the status of the documents to see if they have been approved, returned or rejected.
How to Get Paid: Command Commissions
1. Create an Opportunity
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Follow steps 1 & 2 from above.
2. Throughout the Transaction
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Throughout transaction follow steps 7 & 8 from above to submit all files for compliance.
3. After Transaction is Pending
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Create an offer in "Offers and Commissions" tab of the opportunity. You can create comparison between multiple offers with this tool or just submit the final accepted offer's terms.
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Accept offer inside of Command Opportunity.
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Manage commission to submit the details and breakdown of your commission to the office.
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PSA: Do NOT use "Inside Referral" for in house agent referrals. "Add Another Agent" and then put 0.00 for units and then you can put in the % for the referral in the "Agent Commission Split" field Please contact office staff for more guidance if needed.
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It is also unlikely that you will be using the "Add Co-Broker" feature. We do see this occur some with our commercial deals. This is only for when KW is receiving all commissions and then will pay out the other agent. Most of the time we do not do this as the title company pays each brokerage at closing.
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The office will then review/approve and then pull the commission into their projected list.
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If changes occur after you submit the commission, use the following link to request changes.
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If, and only if, the deal is mutually released, request termination within the "Manage Offers and Commissions" area.
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4. After Closing
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Upload and Submit to MC all closing documents for compliance and ensure all other required forms have been uploaded and submitted for compliance. See steps 7 & 8 from above
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Turn in Keller Williams Indy Metro South's check to your local KW Indy Metro office.
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Greenwood turn in: Please fill out cover sheet located in Jessica Rapp's office. Attach cover sheet, KW Check, and Settlement Statement and turn into red bin on wall outside Jess's office or hand to a staff member.
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All other location may have their own cover sheet. Please contact your local office administrator for guidance. They will not need the settlement statement, we will download from compliance section.
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5. Get Paid!
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Paid at the closing table with a DA (disbursement authorization)?
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Please ensure KW's check is turned in for processing. If you are 100% capped, then please upload all documents for compliance. Inform Jessica.rapp@kw.com of the closing's occurrence and that you have been paid. This way we will be sure to process the closing in our systems.
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One check paid to KW from the title company: Ensure to follow step 4. After Closing from above.
At our office, we pride ourselves on ensuring our agents are paid promptly. We understand the importance of timely compensation and strive to make this a seamless process for everyone. Please be assured that as long as all the required steps are followed, we will do our utmost to process payments as quickly as possible. Should any issues or delays arise, we will proactively reach out to you to resolve them swiftly. However, if you ever want to check on the status of your payment, please do not hesitate to reach out. We are here to assist you and ensure that your experience with us remains positive and efficient.
Listing Presentation
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