Review Transactions and Documents
Authorized transaction staff can review Deal information, monitor submitted items, communicate with agents, and approve or decline documents according to the brokerage’s process.
Open a transaction that requires attention
Open Transactions Admin.
Select the appropriate operational inbox or use Search.
Locate the Deal using its address, MLS number, agent, office, status, or other available filters.
Select the Deal to open its workspace.
Review the Deal information
Before reviewing documents, confirm the available transaction information, including:
Property and transaction type
Side represented
Primary Agent
Buyer, seller, and other contacts
Important dates
Listing or sales price
Applicable office or brokerage information
Review a submitted document
Open the appropriate checklist item.
Open and review the submitted document.
Review any available Deal or checklist-item messages.
Approve the document when it satisfies the brokerage’s requirements, or decline it when correction is needed.
Decline a document
When declining a document, provide clear feedback explaining what needs to be corrected or supplied. The agent can review the feedback, replace or correct the document, and notify the office again.
Communicate with the agent
Use the available Deal or checklist messaging controls to provide transaction-specific guidance. Keep the communication connected to the Deal so the appropriate participants can understand the review history.
Continue through closing
Monitor missing, awaiting-review, declined, and approved items according to the brokerage’s process. Review final dates, closing documents, CDA information, commission information, and final statuses when included in your responsibilities.
Some final statuses may be restricted to authorized administrative users.
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