Overlapping mandatory documents removed

Owned by Holley Vosburgh
Last updated: Feb 08, 2023
1 min read

 

The following changes have been applied to the agents accounts.

 

The ability for an agent to overlap a mandatory document is no longer available.

If an additional document must be submitted, agents can add a new document and leave a remark in the original document file.

 

Agent’s will only have access to the following tabs.

  • Refresh Mandatory documents

     

  • Save and Close (the option to add new has been removed)

     

  • Changing the type or request to required or optional is no longer available to the agent.

 

 

 

Please be advised that these changes or applicable to a few brokerages, if you have not been notified of these changes, please ignore this article.

 

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