Brokerage Engine Support

Finalize a Document File 


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

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