Submit Documents for Office Review
Submit completed transaction documents to your office so authorized staff can review them for the brokerage’s requirements.
Before you submit a document
Confirm that:
The document is complete.
All required signatures or initials are present.
The file is assigned to the correct checklist item.
The Deal contains any information required by your brokerage.
The Deal is visible to the office when required.
Make the Deal visible to your office
A Deal must be made visible to the office before staff can review it. Use the available Deal action to make it visible and complete any required information shown by Rechat.
Notify the office for review
Open the Deal and locate the completed checklist item.
Open the item’s available actions.
Select Notify Office to Review.
Confirm the submission when prompted.
The checklist item will display its current review status.
Understand what happens next
Admins can review the submitted document and approve or decline it.
If the document is approved, no additional action is normally required for that item.
If the document is declined, review the office feedback, correct or replace the document, and submit it again.
If the item remains awaiting review, the office has not completed its review.
Message the office
Use Message Office when you need to provide context or ask a question about a Deal or checklist item. Messaging the office does not necessarily submit the document for review.
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