Submitting your loops for compliance review to your broker or admin can be accomplished in just a few easy steps. Alternatively, you can submit to review directly from your email.
Submit for Review Within a Loop
In either your main loop view, or the view details page of a loop, click the Submit for Review link at the top of the page.
Your company may require additional missing details to submit. Fill out all fields and click the Next button.
Checkmark the folder(s) you wish to submit. Once checked, select the appropriate workflow from the dropdown list to the right of each folder. (Optional) Type a custom message to your company. When ready, click the Submit button.
Note: you can only submit entire folders for review, but any approved documents will not be submitted.
Note: you can only submit entire folders for review, but any approved documents will not be submitted.
A banner will appear at the top of the loop letting you know your submission was successful. You will also see “Submitted” next to each document in the folder(s) submitted to.
Submit for Review Via Email
To submit for review via email, you need to first email any documents into the loop that you wish to submit. See step 2 of this article to learn more.
After emailing your documents into your loop, you will receive an email letting you know they were successfully added to your loop. Click on the Submit for review button in this email.
Your company may require additional missing details to submit. Fill out all fields and click the Next button.
Checkmark the folder(s) you wish to submit. Once checked, select the appropriate workflow from the dropdown list to the right of each folder. (Optional) Type a custom message to your company. When ready, click the Submit button.
Note: you can only submit entire folders for review, but any approved documents will not be submitted.
Note: you can only submit entire folders for review, but any approved documents will not be submitted.
A window will now appear letting you know you are done. You can now click on the View Loop button to go to your loop and confirm the submission.
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