Finalize a Document File
14 steps
|
41 seconds
Waive Not Applicable Documents
Any documents in In Progress status that are either inapplicable or not required in the file can be waived to ensure all documents are in Done status.
1
Once inside Document File, click here to waive inapplicable documents.
Send Status Recap on File
2
Click the "Send Email" button.
3
Agents are already added as options to send recap to.
4
Add any others via cc field.
5
Add any addtional info here, if needed.
6
Click "Send."
Approve Transaction File Commissions
7
Click "Transaction Detail."
8
Click the "Approve for Commission" button.
9
Click "OK."
Manually Archive a Document File
It is ***not*** required to manually archive a Document File. Default auto archive policy: - 30 days post closing/cancelling of listings and transactions. - 60 days post for expired and withdrawn listings.
10
Click the "Transaction Documents" button.
11
Click "Archive Document List."
12
Click "OK."
13
Click "OK."
14
Click "Yes" to view any waived documents from this file.
