Alert!
All of the filters are considered "Sticky Filters," meaning you can navigate away or log out and back in and filters will stay.
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Filter by any of the following options: Office, Reference Name, Type, Tags, Agent or Document Status.
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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.
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The "Stats" column is a quick view of the document checklist statuses within a file.
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Review a Single Document
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Click here.
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Click here.
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Select Reject or Approve.
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Click here if you'd like to notify agent on Review Decision.
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Add any comments, if applicable.
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Click "Submit."
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Quick Audit Individual File
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Click "Quick Audit."
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Select Reject or Approve.
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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.
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Click "Submit."
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Navigate within this window to the different documents awaiting review within the file.
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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.
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Click "Skip."
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Click "OK."
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