COMPLIANCE in Command 101

Transition to Command Compliance

In the past, Market Centers have managed compliance approvals directly within the Dotloop system. We have now transitioned to doing this in Command instead. It does not matter if you are going to continue to use Dotloop or if you are going to use DocuSign to manage your documents and get signatures, everyone will be managing compliance documents within Opportunities in Command.

There is an easy process, where you will import your active Dotloop Loops into Command as Opportunities. Once they are in Command, you can use any document management system you want, to get signatures, but you will submit the completed forms to your Market Center using Command:

For more information on how to Import Loops into Command from Dotloop, click here.

Document Management

Keller Williams has created a connection between Opportunities and Dotloop/DocuSign. These connections allow you to work in either Dotloop or DocuSign, to get forms signed, then you will have the ability to pull those completed forms into Command, when the time comes:

DocuSign

1. Create and Connect Your DocuSign Account, click here.

2. Create a DocuSign Room for and Opportunity, click here.

3. Get started with DocuSign Rooms, click here.

Dotloop

Connect Your Dotloop Account with Command, click here.

Compliance Management

Once your forms are signed and completed, you will pull them into Command and submit to your Market Center, use the resources below to learn how to manage and submit compliance documents for an Opportunity:

1. Add a Compliance document to an Opportunity, click here.

2. Create and manage custom folders in Opportunities, click here.

3. Add a One-off Compliance Document Checklist Item to an Opportunity, click here.

4. Create a New Compliance Document Checklist Version for an Opportunity, click here.

5. Submit compliance documents to your market center, click here.

6. Replace Rejected Documents in an Opportunity, click here.