Director of Risk Management for multiple MCs...

Adding an "Incomplete" tab would streamline the way files are being reviewed and make the transaction process/timeline more understandable to the agent. I'm surprised it doesn't already exist.

This is an excellent suggestion which would be a great tool for communication between PBs and Agents

GM of 4 locations and this simple change would significantly improve the compliance process and agent communication.

I second that! Madeline stated it so clearly, that it would add a level of clarification to our agents and make reviewing better on a compliance front.

I agree. This proposed system would aid in compliance. I vote for.

Reviewing Brokers need an additional option for the Compliance Status other than just "Approved" or "Returned". This would better communicate to our agents what we need from them and when there is an urgent issue. This will better keep us all in compliance with the local real estate law as well. I propose a YELLOW option that is "Incomplete" or "In-Process".
RED "Returned" would mean there is an issue with your paperwork that needs immediate attention. You have rejected documentation that needs to be corrected.
YELLOW "Incomplete" or "In-Process" means that the file has more required documentation that should or will be uploaded throughout the transaction. Every individual document that has been uploaded is approved and looks good. Immediate Attention is not required but there is more work to be done.
GREEN "Approved" means all required documents are in and approved and your transaction is complete and ready to be closed out and paid!