Transmittal: Closing the Month - Overview

Transmittal is not an isolated event. It begins in yearly goal planning with Cap Management, it is supported by weekly soft closes and the MCA’s analysis and contributions in the four conversations, and it is facilitated by the MCA’s active involvement in completing the Daily Company Dollar tool.

To complete this process a checklist with the steps to complete transmittal can be found on KWConnect under Resources – Leadership Hub – MCA Resources – Market Center Operations (go to the Materials tab on that page to find the checklist). Each item on the checklist has a link to the corresponding Knowledge Base article for that step.

You can also view the transmittal folder on the knowledge base.


If you need help throughout the transmittal process, contact MCASupport@kw.com, unless otherwise directed in a particular step.