Step 1: Log in to the Brokerage Main HUB Account.
Step 2: Click on PROFILE
Step 3: Click on Preferences
Step 4: Click on Required Documents
Step 5: Click on one of of Tabs (Listing / Client / Transactions) that you would like to Edit
For example purposes, the Transactions Tab is selected
Step 6: You can either do a CTRL F to search the documents or scroll through the documents list
Once you have found the document - you can adjust the Required to “YES, NO, MAYBE”
Here, you are able to also select YES or NO for the Side and YES or NO to link to a client file.
*You have the ability to set up a rule for the document by clicking on the “wrench” icon
Step 7: Once you are done in the document section, click on Save at the bottom of the page.
Step 8 : click on BACK
If you have more the one Branch in your Brokerage, you now have to apply this update to the Branches.
Step 9: Click on Profile
Step 10: Click on Copy Preferences to Branches
Here, You can select which office you would like the updated required documents to apply in.
Please make sure you place a checkmark beside the required document group that you want to apply in the branches on the left hand side and then select the branches.
Step 11: Click on Save.