Get Started with Compliance and Commissions in CommandMC (Leadership)

Compliance Roles

The MCA and Assistant MCA roles give automatic access to CommandMC Opportunities, but you might need extra help approving compliance and Commissions. You have the ability to assign the Compliance Coordinator Role to any associate, which gives access to CommandMC Opportunities, where they will have the same access as an Assistant MCA:

1. Assign the Compliance Coordinator Role to an Associate

 

Market Center Command Setup

Now that we are managing document compliance within Command, each Market Center needs to create and manage all of the compliance document checklists an agent would need, no matter what type of transaction:

1. Create Your Market Center Compliance Checklists

2. Edit and Reorganize Your Market Center Compliance Checklists

3. Create, Edit, and Delete Broker Groups for Compliance Review

4. Create and Edit Tags for Compliance Review in CommandMC
 

Review Compliance and Commissions 

Once everything is set up and your agents start submitting compliance documents and commission requests, you will need to review these submissions and take action:

1. Search for Submitted Compliance Requests in CommandMC

2. Review, Approve, and Return Submitted Compliance Requests

3. Search for Submitted Commission Requests in CommandMC

4. Review, Accept, or Return a Commission Request in CommandMC

5. Send and Receive Messages Through CommandMC Opportunities

6. Add tags to submitted Compliance requests in CommandMC

7. Terminate a Commission in CommandMC

 

Market Center DocuSign Setup

DocuSign is now integrated with Command! With that integration, Market Centers who are going to use DocuSign will need to not only create the Market Center DocuSign account, but also enable this integration for your agents and organize the forms that have been added to DocuSign, for your agents' use:

1. Create and Connect Your Market Center DocuSign Account

2. Enable DocuSign Access for Your Associates

3. Create DocuSign Form Packets for Your Market Center

4. Manage Market Center Form Packets in DocuSign

5. Associate DocuSign Forms with Compliance Document Checklists in CommandMC

6. Request New Forms, Edits to Existing Forms, or New Form Libraries for DocuSign

DocuSign Templates

DocuSign is adding the pre-labeled forms, for each Market Center, that your agents will need for each transaction. That being said, you might have a team who uses branded forms, or there might be a missing form. You have the ability to go to the Market Center DocuSign account and create a template, or a form that you add and label manually. Once you create templates, you can create your Market Center template group, that will enable you to share these templates with the agents in your Market Center:

1. Create your Market Center Template Sharing Group for DocuSign

2. Create and Manage DocuSign Templates