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Compliance and Commissions FAQs (Leadership): Compliance

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  • I've uploaded a PDF Document to my Opportunity Documents but it isn't displaying correctly. What do I do?
  • Our forms are copyrighted and we are not allowed to upload them to DocuSign. Does this mean we won't be able to use Command?
  • Should we add documents through the DocuSign link or directly to the Compliance tab of CloudMORE settings?
  • How do I edit or rearrange my compliance checklists?
  • Where do I access the Compliance Checklists to set them up?
  • How will CDAs (DAs) be shared with this process?
  • How will compliance work with teams? Typically, their admins handle that.
  • We are in a state that does not allow anyone other than X company to have our forms. How will this system work if we can't use DocuSign?
  • Will leadership receive notifications when documents are submitted to the Market Center?
  • Where can I access the recordings for the livestreams?
  • Is DocuSign the exclusive compliance software that is being integrated with Command, or is there opportunity for other software to integrate as well?
  • I have assigned the Compliance Coordinator role. When will he/she have access?
  • How will compliance within Command work if our agents choose to continue using Dotloop?
  • If an agent needs to add a document to an opportunity that isn't in our document library, how do they do that? For example, needing to add an attorney letter.
  • Will agents be able to add documents to an Opportunity that are not required by the Market Center?
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