Get Paid Guide

*In order for your check to be processed same day: You must have the opportunity and commissions tab submitted within 3 days prior to closing to get paid same day (if the commission check and HUD are turned in by 2pm). You should see the funds in your account the next day. If your check is processed on a Friday, you should see the funds on Monday/Tuesday.*

Step 1: Create a Contact

A. Click the Contacts icon, on the left sidebar.

B. Click Add Contact, at the top right of the page.

C. Fill out the contact form.

NOTE: A contact must have at least an email, phone, or address associated with it.

Step 2: Make Your Contact an Opportunity: Opportunities is the system we use to track our current and potential transactions, within Command

A. Click the Opportunities icon, on the left sidebar.

B. Click Create Opportunity, at the top right of the page.

C. Enter the following in the Create Opportunity window:

Select Market Center (Dayton Cincy Central)
Select your Team (if applicable)
The Opportunity type (listing, buyer, landlord or tenant)
Client Name: This will pop up once you begin typing their name. (Note: The client must be listed as a contact, see step 1)
Opportunity Name: This is very important, please NAME THE OPPORTUNITY BY THE PROPERTY ADDRESS
Commission Rate - Add 3%, this can be changed later if needed.
Opportunity Phase & Stage - Depends on how you are managing your database and pipeline, however if you are not intending to manage your pipeline in that way, the defaults settings are acceptable.

NOTE: Per compliance, use the address when listing. For a buyer, use the client name until under contract, and then edit to the address later if needed.

D. Click “Create Opportunity” to complete

E. The next screen will take you to an overview of the Opportunity you have created with the menu buttons of "Details", "Documents", "Offers" and "Commissions"

F. Listings Only: If the opportunity is a listing, you will be able to connect the MLS listing once it is active by clicking on the “Select from Listings” button and searching for the listing next to the client's name on the top left of the page. If your listing isn't showing up under "Only My Listings", select "All Listings"

* If you need to get back to the Opportunity menu for the client you have created, click on Opportunities on the side menu bar then click on "All Opportunities" and select your client or property.

Step 3: Documents

Click on Documents

This will take you to the compliance screen where you can upload all of your required documents for the transaction. There are multiple ways of uploading or syncing your documents to this opportunity.

If you already have documents for this client, you will not need to click "Start A Transaction" as you most likely have done so in either Dotloop or Docusign. Once all of your documents are signed and complete you can save them to your computer and upload them into the corresponding spot by clicking "+ Add a File"

Click here for an in depth tutorial on how to "Start a Transaction" and send paperwork to your client in Docusign and then upload the paperwork into Command.

Once you feel that your Opportunity is ready to be submitted to the Market Center Auditor for review, click "Submit to MC"

Step 4: Offers & Commissions Tab

Click HERE to see how to create and submit your offer & commission tab!