WHAT WE DO
KW-specific Services
That Keep your
back office moving
We cover the daily work MCAs live in. CommandMC, DocuSign, and AccountEdge handled with clear handoffs and steady throughput.
Deal Processing
From Opportunity to Close in CommandMC and DocuSign, with clean MCA-ready handoffs. Includes: Opportunity management, compliance file prep, CommandMC checklist updates, DA creation and processing, projected closings reconciliation, and timely agent notifications..
Compliance & DA Management
Files meet brokerage and regulatory standards on time. Includes: checklist audits, missing-item chase, signatures and initials verification, Under Contract review, closing-doc invoice checks.
Accounts Receivable
Invoices accurate and collected in AccountEdge Connect. Includes: monthly invoice prep and send, past-due follow-ups, card decline and expiry notices, collections coordination, adjustments.
Accounts Payable
Vendors paid on schedule with clean records. Includes: vendor invoice capture, bill entry in AccountEdge, payments, bank and card reconciliations, vendor contract tracking.
Add-On: Transmittal Support
Transmittals acknowledged fast and routed correctly with fewer last-minute surprises. Includes: acknowledgments within working hours, checkpoints on high-risk steps, and early exception flagging.
Agent Onboarding & Focus
Faster ramp and steady agent engagement. Includes: onboarding paperwork checks, setup in WinMORE and MC tech, social invites, KPAs, education calendar posts, milestone emails, reminders.
Reporting & Leadership Support
The numbers leaders need without chasing data. Includes: Daily Projected Closings, Company Dollar, Hot Sheet, weekly goal tracking, monthly GI reports, ALC prep, CPA packet sends.
WHAT WE DO
KW-specific Services That
Keep your back office moving
We cover the daily work MCAs live in. CommandMC, DocuSign, and AccountEdge handled with clear handoffs and steady throughput.
Deal Processing
From opportunity to close in Command and DocuSign with clean handoffs. Includes: Commissions Tab/Greensheet, DA creation and processing in WinMORE, projected closings reconciliation, agent notifications.
Compliance & DA Management
Files meet brokerage and regulatory standards on time. Includes: checklist audits, missing-item chase, signatures and initials verification, Under Contract review, closing-doc invoice checks.
Accounts Receivable
Invoices accurate and collected in AccountEdge Connect. Includes: monthly invoice prep and send, past-due follow-ups, card decline and expiry notices, collections coordination, adjustments.
Accounts Payable
Vendors paid on schedule with clean records. Includes: vendor invoice capture, bill entry in AccountEdge, payments, bank and card reconciliations, vendor contract tracking.
Agent Onboarding & Focus
Faster ramp and steady agent engagement. Includes: onboarding paperwork checks, setup in WinMORE and MC tech, social invites, KPAs, education calendar posts, milestone emails, reminders.
Reporting & Leadership Support
The numbers leaders need without chasing data. Includes: Daily Projected Closings, Company Dollar, Hot Sheet, weekly goal tracking, monthly GI reports, ALC prep, CPA packet sends.
HOW IT WORKS
Built To Slot Into Your Workflow
Workflow Mapping
Short intake, access checklist, and SOP alignment. We confirm roles, handoffs, and SLAs before day one.
Placement
We assign KW-trained associate by volume, tools, and working style. Daily notes in your channel. Clear escalation path.
QA & Reporting
Checkpoints on high-risk steps, simple weekly roll-up, and early flagging of exceptions. You see status at a glance.
What We Use
What We Use
HOW IT WORKS
Built To Slot Into Your Workflow
Workflow Mapping
Short intake, access checklist, and SOP alignment. We confirm roles, handoffs, and SLAs before day one.
Placement
We assign KW-trained associate by volume, tools, and working style. Daily notes in your channel. Clear escalation path.
QA & Reporting
Checkpoints on high-risk steps, simple weekly roll-up, and early flagging of exceptions. You see status at a glance.
SERVICE PACKAGES
Choose the coverage that
fits your Market Center
Each package maps to real MCA workload. We scope by pillars, match an associate to your tools and pace, and keep accuracy steady under volume.
Part-Time Associate
20 hrs/week
Best for Established MCs that need steady throughput on core workflows.
Scope snapshot
Deal Processing
Compliance & DA Management
One finance pillar (AR or AP)
Cadence & Comms
Daily notes in your channel. Weekly roll-up. Clear escalation path.
SLAs at a glance
Task acknowledgments within working hours. Checkpoints on high-risk steps. Exceptions flagged early.
Full-Time Associate
40 hrs/week
Best for High-volume MCs or offices needing broader coverage.
Scope snapshot
Deal Processing
Compliance & DA Management
Accounts Receivable and Accounts Payable
Reporting & Leadership Support
Cadence & Comms
Daily notes, weekly summary, overflow window for peak days.
SLAs at a glance
Throughput targets set in onboarding. Simple status reporting. Defined handoffs.
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