Ability for Broker in Charge of Compliance to Modify Checklists
The Broker Team in charge of compliance should have the ability to change required items and add new form requirements as changes occur. This is not in the top 20% of the MCA or TL. We used to be able to manage our own lists and now the option is gone.
8
votes

The Compliance Coordinator also gives access to adjust checklists, so please add that role to your Broker if you'd like them to have that access!