Review Individual File
16 steps
50 seconds
Navigate to a File
1
Click "Document Lists."
Alert! All of the filters are considered "Sticky Filters," meaning you can navigate away or log out and back in and filters will stay.
2
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.
3
The "Stats" column is a quick view of the document checklist statuses within a file.
Review a Single Document
4
Click the Action button to access the document folder.
5
Click the Review Action button.
6
Select Reject or Approve.
7
Check the box if you'd like to notify agent on Review Decision.
8
Add any comments, if applicable.
9
Click "Submit."
Quick Audit Individual File
10
Click "Quick Audit."
11
Select Reject or Approve.
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.
12
Click "Submit."
13
Navigate within this window to the different documents awaiting review within the file.
14
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.
15
Click "Skip."
16
Click "OK."
Review Individual File
16 steps
50 seconds
Navigate to a File
1
Click "Document Lists."
Alert! All of the filters are considered "Sticky Filters," meaning you can navigate away or log out and back in and filters will stay.
2
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.
3
The "Stats" column is a quick view of the document checklist statuses within a file.
Review a Single Document
4
Click the Action button to access the document folder.
5
Click the Review Action button.
6
Select Reject or Approve.
7
Check the box if you'd like to notify agent on Review Decision.
8
Add any comments, if applicable.
9
Click "Submit."
Quick Audit Individual File
10
Click "Quick Audit."
11
Select Reject or Approve.
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.
12
Click "Submit."
13
Navigate within this window to the different documents awaiting review within the file.
14
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.
15
Click "Skip."
16
Click "OK."
