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Send Documents for Compliance Review
Send Documents for Compliance Review

Once submitted, the designated reviewer will be allowed to approve or reject a document.

Jointly Support avatar
Written by Jointly Support
Updated over 4 months ago

When drafting or executing documents, you may be required to submit them for compliance review to your supervising agent or broker.

  1. Navigate to the Documents page of the desired folder. You will need to submit your representation documents separately from your offer or application/lease documents.

  2. Select the documents you wish to submit for review and select the request review button at the bottom of the page. (hover over the icon to see the checkbox to select documents)

You’ll be asked if you want to notify the reviewer. The designated reviewer on your team will then be notified and review your submitted documents accordingly.

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