Step 1: Log In to Brokerage Main Office or HUB account.
Step 1: Click on Profile
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Step 3: Click on Preferences
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Step 4: Click on the link that says “Required Documents Groups”
Step 5: Click on either Listing Tab, Clients Tab or the Transaction Tab - Whichever one that you would like to add a new document selection
To Edit, Click on the PENCIL Icon
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Step 6: Now you can either scroll through the document list and apply the necessary actions or you can do a “Ctrl F” and search for a document name to save you from scrolling through this list.
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Step 7: Click “Save”- found at the top and/or bottom of the page once you finished choosing the documents needed.
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Step 9: Click on the link that says “Copy Preferences to Branches”
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Step 10: Check Mark off the preference(s) that you would like applied to the Branch(es) (eg: Listing required documents groups and Transaction required document groups)
Step 11: Select the Branch you would like the Preference(s) applied to shown in the box.
(to select multiple branches Hold down your “Ctrl” button while selecting other Branches.
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