Command Compliance 101

Document Management

Keller Williams has created a connection between Opportunities and Dotloop/DocuSign. These connections allow you to work in either Dotloop or DocuSign, to get forms signed, then you will have the ability to pull those completed forms into Command, when the time comes:

DocuSign

When you join KWCP, your KW email will be used to create a Docusign account for you. If you would like, or need, to use a different email for Docusign, click here to see how to connect your account to Command.

Dotloop

Connect Your Dotloop Account with Command, click here.

Compliance Management

Once your forms are signed and completed, you will pull them into Command and submit to your Market Center, use the resources below to learn how to manage and submit compliance documents for an Opportunity:

1. Add a Compliance document to an Opportunity, click here.

2. Create and manage custom folders in Opportunities, click here.

3. Add a One-off Compliance Document Checklist Item to an Opportunity, click here.

4. Create a New Compliance Document Checklist Version for an Opportunity, click here.

5. Submit compliance documents to your market center, click here.

6. Replace Rejected Documents in an Opportunity, click here.