After sending out a document request, you and your broker team can open the client portal and check their progress on document completion. If necessary, you can re-send the document request from the same platform page or add more requests at any time.
Contents
Prerequisites
Know how to create a lead or deal card.
Locating a card
The first step is to locate a lead or deal card.
Go to the side menu and open the Boards folder.
Click Leads (or Deals).
Scroll through the list to locate a card (or enter a name in the search field).
Double-click on the applicant's name.
On the next page, click the GO TO PORTAL button.
Go to the DOCUMENT REQUEST pane. BrokerEngine displays available document templates and document requests that have been sent for that entity. Check the progress of task completion. You can review the submitted documents and update the request status.
