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      • Importing contacts
        • Import Contacts
        • Transfer Contacts from an Exported Spreadsheet into the Command Contact Import Template
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      • View Contact Task Details
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      • Create a Custom SmartPlan
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      • Subscribe Contacts to a SmartPlan
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      • Delete a SmartPlan
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        • Compliance Overview
        • Add Compliance Documents to an Opportunity
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        • Submit Compliance Documents to Your Market Center
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    • Opportunities
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        • Review Compliance and Commissions
      • Assign the Compliance Coordinator Role to an Associate
      • Compliance Document Checklists
        • Create Opportunity Checklists
        • Edit Opportunity Checklists
        • Manage Opportunity Checklists
        • Configure Client Updates for an Individual Opportunity
      • Compliance and Commission Reviews
        • Find Submitted Compliance Requests
        • Compliance Folder Messaging
        • Add Tags to Submitted Compliance Requests
        • Review Submitted Compliance Requests
    • Reports
      • Access Activity Reports
      • Yearly Progress to Commitment Report
      • Access Yearly Progress to Commitment Report
      • Set Goals for Yearly Progress to Commitment Report
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      • Delete a Task
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      • Create a Custom SmartPlan
        • Merge Fields
        • Remove a Step
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        • Search
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        • Categories
      • Add a SmartPlan from the SmartPlans Library
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      • Edit an Active SmartPlan
      • Edit an Inactive SmartPlan
      • Copy a SmartPlan
      • Delete a SmartPlan
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      • Publishing Best Practices
      • Unpublish a SmartPlan
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    • Recruits
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        • Customize Columns in Recruits
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        • Unsubscribe a Recruit from a SmartPlan
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        • Change the Recruit’s Phase or Stage
        • Manage a Recruit’s Checklist
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        • Bulk Actions
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      • Managing the Recruiting Pipeline
        • Search Recruits
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        • Create Smartviews for Recruiting Pipeline
        • Sort Recruiting Pipeline Cards
        • Edit Stages
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        • Manage a Recruit’s Checklist
        • Change the Recruit’s Phase or Stage
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        • Archive a Recruit
        • Add or Edit an Assignee for a Recruit
        • Invite a Recruit to Join KW
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    • Directory
      • Manage Market Center Luxury Roster (Market Center Leadership)
      • Submit Luxury Agent Exception Request (Market Center Leadership)
      • Adjust Minimum Units Required for Luxury Eligibility (Market Center Leadership)
      • Adjust the Floor Price Point for KW Luxury Eligibility (Regional Leadership)
      • Manage Luxury Program Exception Requests (Regional Leadership)
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Compliance¶

The following pages contain information about compliance.

  • Compliance Overview
  • Add Compliance Documents to an Opportunity
  • Create and Manage Custom Folders for Opportunities
  • Add a One-off Compliance Document to an Opportunity
  • Create a New Compliance Checklist Version for an Opportunity
  • Submit Compliance Documents to Your Market Center
  • Resubmit Rejected Compliance Documents to Your Market Center
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