Compliance
- Master Guide: Navigating Compliance Review
- Settlement Company per State
- How do I edit commission data (update %)?
- What is a Compliance Review?
- Why can’t I complete the “Prepare Offer on Listing” action item in Compliance Review?
- How can I set the signing order of an envelope in the Listing Documents section?
- Common Compliance file rejection reasons & next steps
- Where should I add escrow documents to the Side Compliance files?
- Document rejections & notes
- Compliance Review Transaction Stages & Statuses
- Why are certain documents required for compliance review?
- What are the disclosures I need for this city/county? Is this the correct disclosure we need for this area?
- Is there anything else that’s required for the compliance review once I have uploaded everything to the file? (as a TC)
- I’ve left comments in the file but the auditor has not responded to them.
- I’m getting emails/notifications regarding my upcoming closing asking me to upload missing documents.
- Why is the checklist item still showing as rejected when there is a fully executed document uploaded?
- Why is the listing agreement rejected with the note “needing prelim to approve” when we have not opened escrow yet? (CA instance)
- What do I do if the other side is not signing the documents?
- The Compliance Review Tool is “stuck” or not refreshing, what do I do?
- Why was my listing canceled?
- Requesting a file review
- Why are some documents being automatically assigned and not others in the checklist?
- Why do I need to create an offer / tenant cover sheet at all if I represent both sides of a transaction?
- Why can’t I send this offer to compliance review?
- Why am I not able to submit my checklist in Compliance Review (after I uploaded and assigned my documents)?
- How do I know which required documents I am missing for this transaction in preparation for Compliance?
- Why is my sales checklist locked? I had uploaded documents before and now can’t access it
- Why do I have to upload the contract to proceed in the Compliance review?
- In Compliance Review, the Prepare Offer on Listing action item is missing! How do I proceed?
- How do I submit for a Compliance Review?