Agent Hub - Getting Deal-Ready

Getting Deal-Ready

Transaction Basics for New Agents

DocuSign Tips, Tricks, and Best Practices

Have your first deal? Use the Tango tutorial below to get started reviewing your compliance checklists, accessing documents in DocuSign, and filling them out!

Need more info? Review the DocuSign 101 Training video below, or the helpful links to tutorials and trainings.

Docusign Rooms Video Guides

Get Started with DocuSign Rooms

Command & DocuSign Workflow

Access the DocuSign Room for an Opportunity

Create and Send an Envelope in DocuSign

Create and Use E-Signature Templates in DocuSign

Populate Room Details to Capture Transaction Data and Pre-Fill Forms

KW Command and ZipForms

Creating an Opportunity in KW Command

Creating & Working in ZipForms Transactions

Adding External Files & Docs to ZipForm Transactions

Splitting PDF documents using ZipForms

Integrations with Other Platforms

How To Get Paid!

Sending ZipForms documents for signature via DocuSign & uploading docs to KW Command

Executing Contract on Listing Side from ZipForms through DocuSign & Send to Title and Buyers Agent Shortcut

Connect MLS or Off-Market Listing in KW Command Opportunity

Submit Documents (Integrated DocuSign & Dotloop, Zipform Upload)

Create a Basic Commission Request

Transaction Life-Cycle Overview

Looking for your Compliance Orientation contract document packets? See below!

Listing Contract Documents

Buyer Rep Contract Documents

Purchase Contract Documents

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