File Review
Files that come in complete.
Every document on a transaction is checked for the marks it needs. Agents get a fix list, and when they share the deal for review, the broker gets a file that's ready to sign off.
- Checks every signature, dated signature line, initials box and required checkbox
- Missing party signatures are blockers, and missing initials or dates are warnings
- A summary on each transaction shows how many required documents are in
- "Analyze all" checks a whole transaction in one pass