Transaction Managers - Setting or Changing Reviewers.


How to adjust the reviewers that are set to a transaction?

  • When agents are adding activities, they are able to also set the reviewers, if your agency has multiple reviewers there may come a time where the transaction manager has to change the reviewers set within a transaction , in the case that a transaction manager would like to add or remove a reviewer they will go to the activities tab

  • Click on your submitted activity

  • Click on the transaction

  • choose the activity you want to edit

  • Change reviewers

  • Choose the reviewer

  • After choosing the reviewer, click on set reviewers

  • And the last step, Save the changes