Reviewing a Listing/Deal File.
Follow the instructions below on how an admin reviews a file submitted by an agent.
A transaction will be available to be reviewed only after an agent has submitted an activity.
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Navigate to Transaction Viewer and Select your Transaction. Recently submitted transactions will appear at the top. Review your search criteria if you can’t find the transaction. i.e. Status
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In the Transaction File, you can review the Trade Record. Any updates made here will be reflected in the agent’s trade record. This is a 2-way document
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When reviewing, it is recommended that you lock your agents. This will prevent them from making any further updates without your knowledge.
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Once you have finalize your review, you can generate a PDF copy of the Trade Record to be signed by your agents and/or Broker of Record.
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Navigate to the Activities section to see any pending or completed activities.
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You can also Accept/Reject activities here
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Documents from completed activities are stored under your Brokerage Document list. Agent’s do not have access to this list. You can also upload any related documents to the transaction here.
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Once the Trade Sheet has been reviewed, you can utilize NexOneSign directly from this screen by clicking Sign and have the Trade sheet signed.
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When the transaction closes, change the status to Closed/Paid out. It is recommend to cancel any open activities/conditions when you receive the prompt to prevent unnecessary notifications. Enter any additional information, and Archive the transaction.
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You have now successfully reviewed a deal file!
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