Add Compliance Documents to an Opportunity

All document compliance is handled within Opportunities. Whether you are using DocuSign, Dotloop, or another process to manage your forms and get signatures, you use Command to add and submit compliance documents to your Market Center for approval.

For more information, see Submit Compliance Documents to Your Market Center.

To add compliance documents to an Opportunity, complete the following steps:

  1. From a browser, go to: https://console.command.kw.com.

  2. Log in using your Keller Williams user name and password.

  3. On the top-left corner, click Command.

  4. On the left toolbar, click Opportunities opportunities-icon.

  5. Click on the phase (Cultivate, Appointment, Active, Under Contract, Closed) within the deal type (Listings or Buyer) that contains the Opportunity.

  6. Click on the Opportunity name.

  7. At the top of the Opportunity page, click the Documents tab.

  8. On the left side of the page, choose the type of checklist you are submitting from the Checklist Type drop-down.

  9. Choose the compliance event where the document will be added:

    • For Listings - Listed, Under Contract, Closed

    • For Buyers - Consultation, Under Contract, Closed

    • For Leases:

      • Tenant: Under Contract, Closed

      • Landlord - Listed, Under Contract, Closed

Add Multiple Documents

  1. Click Attach Multiple Files, at the top of the checklist.

  2. On the Attach Files pop-up, choose the source of the documents you want to add and attach the files to the checklist items:

    • Manual - click to browse your computer for the file, or drag the file into the space provided.

    • DocuSign or Dotloop - you will see a list of documents you have in the corresponding DocuSign Room or Dotloop Loop. Select the corresponding file.

    • Custom Folder - you will see a list of custom folders and documents. Select the corresponding file.

    Note

    If you are going to pull documents from Dotloop or DocuSign, you must have that system connected in Command and connected to this Opportunity. After you create a Loop or a Room from this Opportunity, you are locked in to that platform and you cannot switch where you are pulling documents from. For more information, see Managing Documents.

  3. Click Attach.

Add a Single Document

  1. Find the document on the checklist and click Add a file.

  2. On the Assign Document pop-up, choose the source of the documents you want to add and attach the files to the checklist items:

    • Manual - click to browse your computer for the file, or drag the file into the space provided.

    • DocuSign or Dotloop - you will see a list of documents you have in the corresponding DocuSign Room or Dotloop Loop. Select the corresponding file.

    • Custom Folder - you will see a list of custom folders and documents. Select the corresponding file.

    Note

    If you are going to pull documents from Dotloop or DocuSign, you must have that system connected in Command and connected to this Opportunity. After you create a Loop or a Room from this Opportunity, you are locked in to that platform and you cannot switch where you are pulling documents from. For more information, see Managing Documents.

  3. Click Assign.

After you have added documents, you can click the three dots to the right of a file name to either Remove the file or Print the document you added.

After you have submitted the checklist, you can no longer remove the document, you can only replace it, which is then logged in the compliance history for this Opportunity.