Submitting Folders/Documents for Review
When your documents are signed, including the DW required forms and addenda, you are ready to submit the folder to the Compliance Team for review. Contracts, Listing Agreements & Addenda are required within 48 hours of execution.
Note: The Compliance Team does not have visibility to your documents or folders if you do not submit them for review. This is a crucial step of the process to ensure your documents are reviewed timely & your CDA is signed timely.
2, The
“Submit for Review” will open
3. Check the
box or boxes next to the folder(s) you are submitting for review:
4. Click “SUBMIT”
5. The documents will change from “NOT SUBMITTED” to “NEEDS REVIEW” and folder status will state “NEEDS REVIEW”.
The Compliance Team can alert you to any missing initials, signatures, addenda, etc.
IMPORTANT NOTE: If you see “NOT SUBMITTED”, “NOT SHARED” or “PDF” - this should alert you to submit the folder to the Compliance Team. This pertains to all folders and documents.
VERY IMPORTANT: Please ensure you are reading the notes from the Compliance Team if your folder status is changed to "WARNING" or "RETURNED TO AGENT". These statuses require you to take action so your CDA is processed timely! Please see "Reviewing Your Notes in Dotloop" for more information.
Mon. – Fri. 9:00am – 7:00pm
Sat. & Sun. 12:00pm – 5:00pm
Phone: 727-914-9174
Email: Support@DaltonWade.com.
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