Reviewing documents for compliance can be accomplished in just a few easy steps.
Click on the name of the loop to open the loop.
This will select the documents that need to be reviewed and start the review process.
If you prefer to review in full screen you can use the overflow icon to open all the documents that need to be reviewed.
Now you can approve or return documents that were submitted for review. Once a document has been approved or returned then you will be taken to the next document.
If you return a document you will be prompted to add a note.
Along with approving and returning, you can also use the drop down to mark a document as No Review Needed or Revert to Needs Review.
You will be prompted to add a note to a returned document but you can add a note at any time.
CLICK HERE to learn more about document notes.
Once all the documents have been reviewed click Done to change the review stage.
Use the drop down to select the review stage for the folder(s). Review stages can be customized by your office or team so you may see different options.
Changing the review stage will email the agent letting them know that their documents have been reviewed.
