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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

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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