DATE:
AUTHOR:
David Habedank
Documents Enhancements

New Document Status: “Received”

DATE:
AUTHOR: David Habedank

Now, when documents are emailed to Brokerage Engine, they start in Received status - where compliance staff can split or assign them to the corresponding checklist requirement.

Emailing documents into a Brokerage Engine checklist is at the core of many customers’ document compliance workflow. For busy or less technically savvy agents, it’s a quick and easy way to ensure the back office staff get those critical files in a timely manner.

In this release, we’ve updated our document status workflow to include a new status - “Received”. Previously, documents would go directly into Pending Review status, which some customers felt was not ideal since the documents needed to be processed further before providing a review decision. Now, when documents are emailed to Brokerage Engine, they start in Received status - where compliance staff can split or assign them to the corresponding checklist requirement.

New Document Status in Brokerage Engine: “Received”

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