Full-Time MCA Support
This checklist shows the full range of support available in a full-time MCA partnership (approximately 40 hours per week).
Some Market Centers need everything listed; others need a more customized focus. We’ll tailor the scope to your systems, your team’s needs, and your production flow.
Consistent, accurate, and timely processing of transactions.
Accept Commissions Tab
Check paperwork in DocuSign (or CommandMC)
Create DA in CommandMC
Process DA and DP in CommandMC
Post DP in AccountEdge and write checks
Reconcile projected closings
Send follow-up emails for Commission Tabs (or CommandMC)
Consistent, accurate, and timely processing of transactions.
Accept Commissions Tab
Check paperwork in DocuSign (or CommandMC)
Create DA in CommandMC
Process DA and DP in CommandMC
Post DP in AccountEdge and write checks
Reconcile projected closings
Send follow-up emails for Commission Tabs (or CommandMC)
Full-cycle management of monthly billing, follow-up, and collections.
Keep AccountEdge Connect updated
Create monthly invoices in AccountEdge Connect, including:
° Printer
° KPA
° Books (MREA, SHIFT, etc.)
° Marketing materials
° Swag
° Cubicles / offices
° Other fees
Send monthly invoices
Send past-due emails
Send credit card decline emails
Send card-expiring-soon emails
Collections communication
Update credit cards as needed
Adjust invoices when required
Vendor oversight and expense management for clean, timely financials.
Track and save vendor invoices
Record vendor invoices in AccountEdge
Make vendor payments
Reconcile expenses with bank & credit cards
Vendor contracts management
A smooth, consistent onboarding process for every new associate.
Initiate onboarding paperwork
Check paperwork for accuracy and completion
Set up agents in CommandMC
Set up agents on Market Center technology systems
Invite agents to join MC social media channels
Daily, weekly, and monthly reporting to keep leadership aligned and informed.
Daily Reports
Daily Projected Closings Report
Daily Company Dollar Report
Growth Initiative Reports
LORE
Pink & Green Report
MYT Report
In & Out Report
4 Conversations
Retention Report
Cap Management
Weekly & Monthly Reports
Flash Report for Region
Weekly Goal Tracking to Region
Listings Report
CPA Balance Sheet & Income Statement
ALC Meeting Support
Assist with creating agenda
Pull Monthly Production Reports
Pull Individual MYT Reports
Track goals
Additional Reporting
Daily Hot Sheet
New Agent Productivity Report
Coaching Program Reporting
Listings
Closings
Number of deals
Volume / GCI
Daily, weekly, and monthly reporting to keep leadership aligned and informed.
Daily Reports
Daily Projected Closings Report
Daily Company Dollar Report
Growth Initiative Reports
LORE
Pink & Green Report
MYT Report
In & Out Report
4 Conversations
Retention Report
Cap Management
Weekly & Monthly Reports
Flash Report for Region
Weekly Goal Tracking to Region
Listings Report
CPA Balance Sheet & Income Statement
ALC Meeting Support
Assist with creating agenda
Pull Monthly Production Reports
Pull Individual MYT Reports
Track goals
Additional Reporting
Daily Hot Sheet
New Agent Productivity Report
Coaching Program Reporting
Listings
Closings
Number of deals
Volume / GCI
High-touch communication and administrative support for agent productivity and engagement.
Commissions assistance
Production reports
Birthday emails
Anniversary reminders
Cap reset reminders
License expiration alerts
First closing emails
First listing emails
Send KPAs
Post education calendar on myKW, Facebook, etc.
Assist with subpoena/claims document pulls
Email Profit Share statements
ICA renewals
High-touch communication and administrative support for agent productivity and engagement.
Commissions assistance
Production reports
Birthday emails
Anniversary reminders
Cap reset reminders
License expiration alerts
First closing emails
First listing emails
Send KPAs
Post education calendar on myKW, Facebook, etc.
Assist with subpoena/claims document pulls
Email Profit Share statements
ICA renewals