Create a Listing or Buyer Opportunity in Command.

Enter complete information in the Details section including the full property address and Estimated Closed Date.

Add the property address to the end of the Opportunity name ("Smith - Buyer - 123 Main St").

Move to the appropriate phase and stage in the Opportunity.  DO NOT leave in the Cultivate stage.

Verify all documents are complete and properly executed.

In the Documents section, select the appropriate checklist and add individual signed documents to the appropriate placeholder in the Listed folder or Under Contract folder.  Do not add a document to more than one placeholder.

Click Submit to MC to initiate compliance review within 48 hours of execution of a listing or purchase contract.

Add comments as needed.

If your Opportunity is returned by Compliance, it will display as "Returned".  Read the notes to determine what needs to be added or corrected.  Correct all deficiencies and Submit to MC again after ALL issues are addressed.

When an escrow receipt, extension, repair agreement, price adjustment or any other addenda is executed or received after the initial submission for compliance, upload the document(s) and Submit to MC again.

Include a note indicating why the Opportunity is being resubmitted.

Add the Modification to Listing Agreement and/or the MLS Status Change Form to the Listed folder and Submit to MC.

Include a note indicating why the Opportunity is being resubmitted.

Mark the Opportunity as a Lost Opportunity.

Add the Release and Cancellation of Contract to the Under Contract folder and Submit to MC.

Include a note indicating why the folder is being resubmitted.  

If a new contract is expected in the future, the same Opportunity will be used.  

When a new contract is executed after a prior cancellation, update the Details in the Opportunity with the new information.

In the Under Contract folder, click "Add Version" from the dropdown arrow next to "Under Contract".  Name the new version (e.g. "Contract 2").  A new checklist template will appear.  You can toggle between the old and new versions.

Add the new contract documents to the appropriate placeholders.

If the Commissions tab was submitted with the previous contract, complete a Commission Change Form with the new contract information and email to Rebecca at klrw739@kw.com.

Congratulations!  Add the final settlement statement, all checks and the Buyer's Final Walk-through Form to the Closed folder in the Opportunity.  DO NOT Submit to MC.  You may now cash your check!  If the title company gave you the other check(s), bring them to the office by the next business day.