PC Document Review Request
Documents should be prepared in advance whenever possible, and submit a review request through this form.
You can use transaction coordination services or prepare documents yourself using training from the course and classes.
Review the Compliance Checklist (located on the Important Documents Page and in the PC Course)
Practice setting up documents frequently. The first time you prepare documents should NOT be when you are meeting a client!
Learn how to leverage the Command to DocuSign connection to make transactions easier.
Use this form to request a document review from a KWG Productivity Coach. Submit for review prior to your client signing.
Document Review is intended to provide feedback for compliance and coach agents through transactions. It is intended to support the knowledge you gain through attending Contracts Class monthly, Productivity Coaching Sessions, and the self paced PC Course.
Document Review is not Contracts Training.
Review is for suggestions and feedback - if you do not know what to do, leverage transaction coordination while you are learning. Make the best choice for your client!
