Brokerage Engine Support

Finalize a Document File 


Overview:

In this article, we'll review how to finalize a Document File. 


This includes: 

  • Waiving Not Applicable Documents
  • Sending Status Recap 
  • Approving Transaction File for Processing Commissions to Agents
  • Manually Archiving a Document File (not required)



Please find the available resources below.



Quick Reference:


Link to Full Step-by-Step Guide
























Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article