Alert!

All of the filters are considered "Sticky Filters," meaning you can navigate away or log out and back in and filters will stay.

Filter by any of the following options: Office, Reference Name, Type, Tags, Agent or Document Status.

Tips!

Tip 1: If a Transaction file, the reference field can search by close date or address.

Tip 2: When searching by status, the system is looking for at least *one* document in the file to be in this current status.

The "Stats" column is a quick view of the document checklist statuses within a file.

2 IN PROGRESS 4 PENDING REVIEW 0 PENDING FINAL REVIEW 0 DONE 1 RECEIVED

Click here if you'd like to notify agent on Review Decision.

if this option is checked, the agent will be notified with review comments for this document.

Tips!

Tip 1: Add commnet, if applicable and/or check "Notify Agent on Review Decision" if you'd like to notify agent on Review Decision.

Tip 2: Check "Request Final Review" if you'd like the document to be sent for final review. For example, the document was approved by a Compliance but still needs broker approval.

Navigate within this window to the different documents awaiting review within the file.

Once all documents have been reviewed, a pop up to send a recap email will appear. This is *optional* & can be skipped. In this example, let's skip. 

Primary Agent
Amy Agent
Other Agents
CC:

use commas to separate multiple email recipients

cici.chen@brokerageengine.com
matt@brokerageengine.com
Subject:
Body:

Review Individual File

Navigate to a File

Review a Single Document

Quick Audit Individual File