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

Open

• Click on your submitted activity

  Open

  

• 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