Jointly

Approve or reject documents, decide on exemption requests, and move the transaction approval status along.

Reviewing Documents as a Compliance Manager

How agents and TCs submit representation and contract documents, and what to do when you cannot.

Submitting Documents for Compliance Review

The three ways to satisfy a compliance requirement, and how to request an exemption when it does not apply.

Meeting a Document Requirement

For Commission Managers: completing the CDA, submitting to Title, and what happens after closing.

Completing the CDA and Invoice

Where to find the Commission Request, how to complete it, why the commission totals will not let you type in them, and how it becomes the CDA your Commission Manager…

Completing a Commission Request

Find the reason, fix or replace the document, and send it back for review.

What to Do When Compliance Rejects a Document

Add, pin or delete a note on a document submitted for compliance review.

Add a Note to a Document Sent for Compliance Review

Take a single document out of the review queue, and what to check before you resubmit it.

Withdraw a Document Sent for Compliance Review

What guided compliance is, who does what, what each status means, and how a Team Admin turns it on.

Guided Compliance Review

Sara Guerrero

Compliance Review

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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