Submitting Documents for Review
Once your Transaction documents are complete, you can submit them to your office admin or broker. by following these steps:
- Change the status drop-down for each document to 'Completed' (you can include your completed Checklist as well)
- Select the documents to be submitted by checking the boxes to the left of each
- Click Submit at the top of the page:
- The Submit to Office dialog box opens. From there, choose to either Create a new Submission or add the selected documents to an existing batch of submitted files.
Once you've submitted your documents to your office, they'll appear in a Submission folder (the name is brought over from your original Transaction folder) in your Submissions page. It will show on your admin's Submissions page as well.
At this point, the Submission folder and its contents are accessible to your admin. Your broker/admin can review the documents his/herself or assign them to another office admin for review. These updates will show for you in your Submissions page.
Any documents submitted to the office are displayed on the Submissions page and organized by the Transaction folder name they're associated with:
Submitted | The documents have been sent to the office and are awaiting an admin to take action or assign a reviewer |
Admin Review | The documents are currently being reviewed by admin |
Incomplete | Admin has marked documents as requiring updates, corrections or any further action (they can add comments to the documents to reference these issues) |
Approved | Documents have been marked by admin as correct and complete |
Combined with statuses, the Commenting feature can be used to communicate between you and your broker/admin. Add comments to specific documents or to the Submission as a whole:
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