⬩ 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 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
⬩ How to make corrections once an envelope has been sent out for signatures
⬩ How to Split a PDF in DocuSign
This is where you start! You will follow Noel Marerro along with simple, easy to use instruction.
This will be the beginning of your transaction. You will fill in contact info, home search information, as well as a work in a Docusign Room.
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