MC Transaction Log and Transaction File Exporting
Washington state, and other states, regularly have their transaction files audited by the Dept of Licensing. It is imperative that the Designated Broker or Broker of Record be able to have access the that MC's transaction log (at least for a year-to-date report) to give to the DOL auditor. From the Log the DOL auditor will randomly choose files to be audited which requires being able to Export the Transaction Activity Log and its documents.
Right now, there is no way to pull the MC's Transactions Log except through Winmore which is very limited in its ability to define the parameters of the search - such as by state (many MCs have agents in multiple states and their transactions need to be sorted out and separated for an audit). Our MC has run into troubles with the state DOL audits because of these issues. We are often not able to timely get them the information or the information they request is not complete or accurate.
LABS Team
shared this idea
You should be able to pull a Closed Production Report in Activity Reports (if you are in the Transactions experience) that also allows for a Filter by State.
If you have any issues with this, please let us know!
