Loop review process

Loop review process

The general loop review process is:

  1. Submit initial Docs within 48 hours of execution. Submit listing docs within 48 hours of execution. There is NO need to share the listing agreement with the broker for initials/signature, compliance will take care of it. 
  2. Be sure all documents are fully executed, and all required documents are in the proper placeholders. 
  3. Mid Transaction Docs ( fill CDA and Submit ASAP but at least 5-10 days before closing)
  4. The reset is automatic. You will know the CDA is ready for you to send to title when the folder is labelled “CDA Signed by Broker-Folder Complete”  we will keep you updated along the way. Here are the steps you will see taking place after you have submitted your mid transaction documents for review with the filled and signed CDA):
    1. As soon as your docs are successfully reviewed, your CDA will begin processing.  Your folder will be labelled “processing CDA”
    2. It  will automatically be sent to Phil for Signature. It will say “Broker Ready”.
    3. Phil will sign within one business day and your folder will be labeled “CDA Signed by Broker-Folder Complete”

Please see the following video for our compliance and review process:

 We hope you are doing great! 



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