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  • Home
    • Request Login
    • Important Links
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    • Sign Up
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    • Course Eval
    • Material
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    • Document Guides
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      • Boot Camps
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      • Schedule a meeting with Mary Zumwalt
      • Office Documents
      • Compliance Handbook 2022 Update
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        • DNC Agreement
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        • Videos
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  • TECHNOLOGY
    • Schedule an Appointment with Bruce
    • Printer Install
    • Mobile Apps
    • Tech Orientation
    • Command How To's
    • Getting Started!
    • The Referral Network
    • MOBILE APPS
      • KW MOBILE APP
      • Command App
      • Apps for your business
    • Getting Started with RPR
    • DEEP DIVE ON KW TECHNOLOGY
    • Outfront Magazine
    • KWRI Tech Dashboard
  • Calendar
  • The Office
    • Meet The Staff
    • MEET THE ALC
    • Office Info
    • FEEDBACK
    • CULTURE
      • Suggestion Box
      • RED DAY
      • Inspiration
      • Realtor Safety
  • Career In Real Estate
  • Resources
    • Week In Advance
    • IABS Form Generator
    • PID List
    • Auto Connect Digital Content
    • Transaction Cord.
  • Market Update
  • Family Reunion 2024
  • KWCares 87
  • Listing Submission
Lead to Closed using Command with DocuSign

​Command is more than just a CRM – it houses a suite of industry-defining, interconnected tools supporting you from lead to close to lifetime client connection.
To Login go to: Agent.kw.com
Command Login

This is a step-by-step guide on how to take a client through a transaction from the moment you get the lead to going under contract, submitting for Compliance, Offers, and completing the Commissions

Complete Guide Download
Printable Step by Step Guide
Class Recording
Flowchart for Reference
Document Checklists
Document Guides

Class Recording

Class Recording video takes you thru all the steps of a transaction thru Command using DocuSign.

Below is each step broken down with written and sometimes video instructions for each step

  • 1 - Add A Contact
  • 2 - Create an Opportunity
  • 3 - Start Transaction (DocuSign)
  • 4 - Submit to Compliance
  • 5 - Add / Accept  Offer
  • 6 - Submit Commissions
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Add A Contact

In order to do a transaction with a client,
​they need to be added as a contact to your Command database.
How to Add A Contact

Continue to Step 2

Create an Opportunity

Opportunities is the system we use to track our current and potential transactions, within Command. Each Opportunity (current or potential transaction) starts at the Cultivate Phase, where you can track an Opportunity before you have even set an appointment, and will be tracked through to the Closed Phase, after being approved for compliance and Commissions. The Opportunities applet allows you to track everything involved with the transaction, from activity checklists and offer management, to potential commission income and compliance
How To Create an Opportunity

** Please review the Opportunity Details so  you understand what should be in each field during the Opportunity creation. **

Continue to Step 3

Create a DocuSign Room for the Opportunity

Prerequisite : You need to create and connect your DocuSign account in Command,
​before you will be able to create Rooms for an Opportunity
How To Create a DocuSign Room

** You must create your DocuSign Rooms from within the Opportunity in Command.
If you create the Room directly in DocuSign, it will never be able to connect to Command for a seamless experience.

Adding Documents in a DocuSign Room

Now you will add and filled out all the documents needed for the type of transaction. (Buyer, Seller, Listing, ect) 
How To Add Documents to a DocuSign room
* Our in house Coach or your Teams Lead agent are ways to learn what documents are needed for each type of transaction *
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​
** Some things to note before you view this training section **
If this is your first time adding a doc, it will ask for your NRDS number, as explained in the training.
Note: ​You will use Texas Association of Realtors for your verification source.
In the instructions it says use "DocuSign Forms Group", for our office, 
​
all of our documents are under " DocuSign Forms Library" then "TXR - Texas Association of Realtors" library.
You will also see in the library "KW 241 - TX" These are the office specific forms for things like a lease invoice ect.

Create and Send an Envelope in DocuSign

* Our in house Coach or your Teams Lead agent are ways to learn what documents are needed for each type of transaction *

​Now that you have added and filled out all the documents needed for the transaction so far. 
You will create an "Envelope" to send the documents to the Client(s) for eSignature.
"
Envelopes" are what we use to send, sign, and complete forms in DocuSign. Envelopes contain important information about the recipient, documents, document fields, and timestamps to track the delivery progress. They also contain information about the sender, as well as security and authentication information, and more. 
How To Create and Send an Envelope
** It is very important that you choose "Pre Tagged Roles" when selecting Recipients! You will see that in the video. **

At this point you will be repeating the Document and Envelope process as the transaction progresses.

There is not a way to have a written guide as each transaction is different, you are now equipped with the knowledge and understanding of your Command / DocuSign system to navigate a transaction to the final steps. 
​The final steps included
Offers - Compliance - Commissions

Continue to Step 4

Compliance!
This section is listed 4th, yet it is a part of the whole process!

There are 2 main stages when your documents need to be submitted for compliance, depending on the transaction.

Listing : The day it is listed on the MLS and by the last day of the executed contract Option period

Buyers : By the last day of the executed contract Option period

Add Compliance Documents

Whether you are using DocuSign, Dotloop, or another process to manage your forms and get signatures,
​you will use Command to add and submit compliance documents to your Market Center for approval.
How To Add Compliance Documents

Submit Compliance Documents

All document compliance will be handled within Opportunities.
​Once you finish adding all of the required documents for an Opportunity compliance event (Listed, Under Contract, Closed), you will submit these to your MCA, or Compliance Coordinator, who will approve or reject the completed forms. 
How To Submit Compliance Documents

Continue to Step 5

Offers within Opportunities

Within Opportunities, Keller Williams has created an entire offer management system. When you enter offers into the system, you will not only be able to create offer comparisons that you can share with your clients, but we will also be able to use that data to help improve your future offers, through reports and insights.

Create an Offer

Remember "Offer" applies to Buyers and Sellers.
Even if it's receiving or send the Offers the details of all Offers need to be added to the Opportunity and managed.
​Even Offers that are declined. 
How To Create an Offer

Manage Offers

Within Opportunities, Keller Williams has created an entire offer management system. Once you enter an offer, you have the ability to edit the information, add negotiations, and ultimately accept or reject the offer. Once you have an accepted offer, the data you entered will auto-fill into the Opportunity details and Commissions pages. 
How To Manage Offers

Continue to Step 6

Submitting Commission
​
(formerly Greensheets)

Within Command, the Commissions section in an Opportunity, is where you will detail the commission disbursement for a transaction and submit this to your Market Center.
Once you have Clicked "Accept" on one of the offers it will unlock the "Commissions" tab.
You have the ability to change the response,
if the situation changes.

How To Submit Commissions

Offer Accepted, Commissions Submitted, and Compliance Submitted!

At this point, you have an executed contract out of Option period. All necessary document signed, the offer accepted, the commission details completed and submitted, and sent everything required or conditionally required into compliance!

Now you will want to verify the Stage and Phase of the Opportunity is up to date, as well as any details of the Opportunity.

Once Commissions is approved a DA will be uploaded into the Opportunity.
It is usually emailed to you as well.

If you are needing more detailed information on Opportunities and Docusign and already know how to do a transaction
​ The "Opportunities and DocuSign Advanced" page is for you!
Opportunities and DocuSign Advanced

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