Fantastic news! We have updated the way admins can approve documents. You can now review all of the documents within the transaction on the documents page, review other information within the transaction without leaving the review process and submit all documents at one time.  Also, admins can now add custom notes if needed and copy multiple participants in the email notification that will be sent to agents when something has been rejected.

4 Key benefits to the new approval process:

  • Batch processing of documents
  • Improved notifications
  • Customized emails to agents
  • Access other documents or transaction information without leaving review process

This feature will be released by Tuesday evening!


We will host one 20 minute webinar Wednesday 4/27 @ 10 AM PST to walk you through how these new features work.

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