Review Individual File | Scribe

    Review Individual File

    • 16 steps |
    • 50 seconds

      Navigate to a File

      1
      Click "Document Lists."
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      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.
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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.
      3
      The "Stats" column is a quick view of the document checklist statuses within a file.

      Review a Single Document

      4
      Click here.
      5
      Click here.
      6
      Select Reject or Approve.
      7
      Click here 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.
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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.
      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.