Office Compliance
Please use these resources for submitting Documents & TC Compliance
These are the first steps to submitting docs to the Office; 
- The contact needs to be input first.
- Then you create an Opportunity. * Must add all "Details" to the Opportunity for the Submit to MC button.*
- Then you can upload docs. 

1. CREATE A CONTACT: https://bit.ly/createacontact 
2. CREATE AN OPPORTUNITY: https://bit.ly/createanoppurtunity
3. UPLOAD DOCS: https://bit.ly/uploaddocstooffice 
​

​COMPLIANCE MANAGEMENT
Once your forms are signed and completed, you will pull them into Command and submit to your Market Center, use the resources below to learn how to manage and submit compliance documents for an Opportunity.

- Add a Compliance document to an Opportunity, click here.
- Create and manage custom folders in Opportunities, click here.
- Add a One-off Compliance Document Checklist Item to an Opportunity, click here.
- Create a New Compliance Document Checklist Version for an Opportunity, click here.
- Submit compliance documents to your market center, click here.
- Replace Rejected Documents in an Opportunity, click here.


​I Have a Referral : Now What?

If you would like to process a Referral, please click below for instructions


Team Functionality

Navigate that team functionality and to help get your team setup in Command.​


Opportunities

Manage Your Business and
​Office Document Compliance


Compliance FAQ

Resources for more help
with compliance & commissions
Need Support: Having a technical issue?
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