Reviewing & Compliance

Thousands of old docs sitting unreviewed, and no way to clear them a page at a time. Send us one rule and our Tech Team clears the backlog for you, at no charge. Introduction Every doc assigned to a transaction lands on the Unreviewed page and ...

A doc comment pins a note to one document, shows as a blue bubble, and emails the agent when an admin leaves it. Answers to the common questions about who can comment, who gets notified, and what happens when a comment is deleted. Who can leave a...

Leave a note right on a doc and it travels with the document — your team sees it, the agent hears about it, and Transaction History keeps the record. Introduction Page three came back without an initial. You need the agent who uploaded it to ...

Checking Reviewed signs a doc off, clears it from the queue, and locks it against changes. Answers to the common questions about who can review, undoing a review, and reviewing in bulk. Who can mark a doc as reviewed? Anyone with the Review...

You sign off on a doc by checking Reviewed — that clears it from the queue, locks it against edits, and records who reviewed it and when. Introduction Somebody has to be the one who looked. In most offices that's the broker or the coordinator...

Entered Docs adds a second checkbox to every doc so you can track what's been keyed into an outside system. Answers to the common questions about turning the feature on, who can mark docs entered, and clearing an old backlog. What does the Ente...

Already keying closed files into QuickBooks, Lone Wolf, or another outside system? Turn on Entered Docs and every doc gets a second checkbox so you can track what's made it across. Introduction The bookkeeping happens somewhere else. Once a d...

Every unreviewed document shows on the Unreviewed page — all of them, always. Labels and a saved filter are how a broker gets down to the handful that are actually theirs. Introduction The Unreviewed page is honest to a fault: if a document is ...

A signature is missing and the doc has to go back. There's no reject button — a comment does the work, and it emails the agent for you. Introduction Reviewing paperwork means sending some of it back. An initial is missing, a date is wrong, page...

One checkbox isn't enough when two different people have to sign off. Entered Docs adds a second one — and its own page of what's still outstanding. Introduction Reviewed answers one question: has an admin signed off on this document? Plenty of...

The Unreviewed page holds every doc waiting on an admin's sign-off, and a doc leaves it only when someone checks Reviewed . Answers to the common questions about who can see the list, what stays on it, clearing a backlog, and where the old doc co...

Every doc assigned to a transaction lands on the Unreviewed list and stays there until an admin signs off on it — one running worklist of what's outstanding across your whole office. Introduction Compliance is a question about what's outstand...

The Unreviewed page has its own search box, its own filters, and sortable columns, and none of them carry over to your next visit unless you save the view. Answers to the common questions about empty search results, default sort order, and the fil...

The Unreviewed page carries its own search, filters, and sortable columns, so a list hundreds of docs long becomes the handful you want to work first. Introduction A broker who only reviews contracts opens a page holding several hundred docum...

A comment you can't add, a bubble that won't open, or a note your agent says they never saw. Comment trouble almost always comes down to who uploaded the doc, whether it's been reviewed, and who can see it. The Comments Look Like They Vanished ...

Docs you already reviewed still sitting in the list, a missing [Unreviewed] tab, or an order that shifts as you work — each of these has its own cause, and each one clears. Docs I Already Reviewed Are Still on the List This is almost always doc...