Command Your Transactions

BUYER OPPORTUNITIES

From adding a contact to getting a buyer under contract, let's dive into the steps of a Buyer Opportunity!

LISTING OPPORTUNITIES

From adding a contact to getting your Listing Agreement submitted, let's dive into the steps of a Listing Opportunity!

SET UP OPPORTUNITY PIPELINES

⬩ Customize Opportunities

⬩ Customize Your Opportunity Pipelines

⬩ Set Up Client Updates for Your Opportunities

CREATE AND MANAGE OPPORTUNITIES

⬩ Manage Opportunities Like a Pro

⬩ Create an Opportunity

⬩ Add a Listing to an Opportunity

⬩ Manage Your Opportunities

⬩ Manage Checklists in Opportunities

⬩ Create and Manage Custom Folders

⬩ Mark an Opportunity as Lost/Archive an Opportunity

⬩ Restore an Archived Opportunity

CREATE, SHARE, AND MANAGE OFFERS

⬩ Create an Offer

⬩ Share and Manage Offers

COMPLIANCE AND OPPORTUNITIES

⬩ Prep to Get Paid: Command, Compliance, and Commissions

⬩ Add Compliance Documents to an Opportunity

⬩ Submit Compliance Documents to Your Market Center

⬩ Replace Rejected Documents in an Opportunity and Resubmit to Your Market Center

⬩ Create a New Compliance Document Checklist Version for an Opportunity

⬩ Create an Outgoing Referral Opportunity

COMMISSIONS

⬩ Overview of Commissions Tab

⬩ How to Edit General Information

⬩ Deductions, Concessions, Bonuses and Outside Referrals

⬩ How to Add the MLS Fee

⬩ How to Subtract the MLS Fee

⬩ How to Split Units/Commission with Team Members

⬩ How to Submit the Commission and Make Corrections

⬩ How to do a Lease Commission

⬩ How to Request a Commission Revision

⬩ How to Terminate a Commission

DOCUSIGN

⬩ Create and Connect Your DocuSign Account

⬩ Enter and Validate Your NRDS ID

⬩ Create a DocuSign Room for an Opportunity

⬩ Access a DocuSign Room for an Opportunity

⬩ Sync Opportunity Details with the Connected DocuSign Room

⬩ Create an Envelope and Get Signatures on Forms in DocuSign

⬩ Correct a DocuSign Envelope

⬩ Set Up In-Person Signing

⬩ Managing Broker Signature on Forms and PDFs

⬩ How to Split Documents

⬩ Create a Static Data Form Template

⬩ Apply a Static Data Form Template to a Document