Compliance Folder Messaging

Leadership can use compliance folder messaging to contact agents about compliance for a specific Opportunity. For example, you can use messaging to give an agent more detail about missing or rejected compliance documents.

Agents can also tag leadership in these messages if they have compliance questions. Messages show up in Command notifications.

To find a submitted compliance request, complete the following steps:

Note

CommandMC is available only to certain KW roles. For more information, see CommandMC Access by Role.

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 CommandMC.

4. On the left toolbar, click Opportunities .

5. At the top of the page, click the Compliance Requests tab to see a list of all submitted compliance requests.

6. Find the correct compliance request.

   For more information, see Find Submitted Compliance Requests.

7. Click Review, on the compliance request card.

To Send a Message

1. For the first message, click Add Comment, at the top of the compliance checklist.

2. On the Checklist Comment pop-up, enter your message and click Add Reply.

   Note

   Use the @ sign to notify a specific agent. Choose the person you want to sent the message to from the resulting drop-down list.

   When you type the @ sign the drop-down contains any team member that is assigned to the Opportunity.

   If you do not use an @ mention, the recipient of the message does not get a notification about your message.

To Reply to a Message

When you are mentioned in a compliance folder message, you receive a Kelle notification and a notification in Command.

Click the notifications icon next to your profile picture. The red dot indicates that there is a new notification.

1. From any page in Command, click the icon.

2. Click the link in the notification. This takes you to the Opportunity where the message is located.

3. Click the Documents tab, at the top of the Opportunity.

4. Click the message icon, next to the compliance event folder

5. On the Checklist Comment pop-up, enter your message and click Add Reply.