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Show Compliance Status in Transaction

Please add a compliance status in Commission Requests for those of us who only provide DAs when compliance is approved.

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  • Liz Lessman commented  ·   ·  Report

    The most efficient way to move through the disbursement process.

  • Anna Reiswig commented  ·   ·  Report

    This would definitely increase our efficiency rather than having two separate windows open.

  • Jon McWhorter commented  ·   ·  Report

    This absolutely needs to be added.
    The process is super easy now. You click on the Documents tab, look for 3 green checks and continue to process the commission. It's not as much about having an extra tab open as it is about having to search for the opportunity in that extra tab and waiting on Command to pull it up.

  • Mikayla Barnes commented  ·   ·  Report

    Same concept for the new Transaction dashboard. We shouldn't have to toggle between two screens to see if a transaction is compliance approved before processing the commission.