This checklist gives you a clear picture of what a part-time MCA support arrangement (approximately 20 hours per week) can cover.
You can use it as a menu: some Market Centers need all of this, others only select a few areas. We’ll tailor the actual scope to your systems, priorities, and goals.
Support to keep your transactions flowing smoothly and accurately.
Accept Commissions Tab (or CommandMC)
Check paperwork in DocuSign (or CommandMC) for completion and compliance
Create DA in CommandMC
Process DA and DP in CommandMC
Post DP in AccountEdge and prepare checks
Reconcile projected closings
Send follow-up emails for Commission Tabs (or CommandMC) as needed
Support to keep your transactions flowing smoothly and accurately.
Accept Commissions Tab (or CommandMC)
Check paperwork in DocuSign (or CommandMC) for completion and compliance
Create DA in CommandMC
Process DA and DP in CommandMC
Post DP in AccountEdge and prepare checks
Reconcile projected closings
Send follow-up emails for Commission Tabs (or CommandMC) as needed
Help you stay on top of what’s owed, what’s billed, and what’s past due.
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
Send collections emails
Update credit cards as needed
Adjust invoices where appropriate
Support for managing your vendors and outgoing payments.
Track and save vendor invoices
Record vendor invoices in AccountEdge
Make vendor payments
Reconcile expenses with bank and credit cards
Vendor contracts management (basic tracking and organization)
Ensure new agents are set up correctly and welcomed into your MC systems.
Initiate onboarding paperwork
Check paperwork for completion and accuracy
Set agents up in CommandMC
Set agents up on MC technology platforms
Invite agents to your social media / community channels
Keep leadership informed with consistent, accurate reporting.
Daily Reports
Daily Projected Closings Report
Daily Company Dollar Report
Growth Initiative & Leadership Reports
Growth Initiative reports, including:
LORE
Pink & Green Report
MYT Report
In & Out Report
4 Conversations
Retention Report
Cap Management
Flash Report for Region
Weekly Goal Tracking to Region
Listings Report
Send CPA Balance Sheet & Income Statement
ALC Meeting Support
Assist with creating meeting agenda
Pull Monthly Production Reports
Pull Individual MYT Reports
Track goals and progress for ALC members
Additional Reporting
Daily Hot Sheet
New Agent Productivity Report
Coaching Program Reporting
Listings
Closings
Number of deals
Volume / GCI
Day-to-day touches that keep agents informed, supported, and engaged.
Commissions-related questions and support (in coordination with MCA)
Production report support and distribution
Birthday emails
Anniversary reminders
Cap reset reminders
License expiration emails
First closing emails
First listing emails
Send KPAs
Post education calendar on myKW, Facebook, and other channels
Assist with pulling information for subpoenas, claims, etc.
Email Profit Share statements
Support with ICA renewals
Day-to-day touches that keep agents informed, supported, and engaged.
Commissions-related questions and support (in coordination with MCA)
Production report support and distribution
Birthday emails
Anniversary reminders
Cap reset reminders
License expiration emails
First closing emails
First listing emails
Send KPAs
Post education calendar on myKW, Facebook, and other channels
Assist with pulling information for subpoenas, claims, etc.
Email Profit Share statements
Support with ICA renewals