The Document and Transaction Approval feature allows you to review and approve documents within your office electronically. Documents or complete files can be flagged for review by the agent, coordinator, assistant, or file manager.
Brokers and managers are able to sign in securely online from anywhere and review documents and files electronically. Here, they may record notes about the overall review, and marking a file as approved or not approved.
The agent who owns the transaction or documents receive an email immediately notifying them of the change in approval status, along with comments from the office, which are logged permanently in the history of the transaction. Since files can be marked for approval and reviewed in real time, the entire process reduces risk and improves the overall quality of the real estate paperwork.
Approving documents and files online streamlines the file review process, reduces paperwork, and provides a smooth and easy closing process.