24 results found
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Office add "Private" Docs
Perhaps a "Private Custom Folder" for leadership/compliance team to upload associated docs that we don't necessarily want the opportunity owner to see.. Copies of cheques (if multiple people paid), maybe communications amongst the office regarding opportunity
1 vote -
Ability to sign documents (like the DA) in CommandMC
When compliance has fully approved files through compliance, the MCA uploads the DA to the loop (now folders in command) and signs for the agent to give to the attorney to get paid. (Dotloop) As it stands now in Command, the MCA can upload the DA but cannot sign which means the document is not able to be given to the attorney so that agents can be paid at the closing. Please help us resolve this issue.
1 vote -
Making comments on each document even though it is not being rejected
I want to request that the Compliance - Broker Reviewer needs to be able to make a comment on each document even though it is not being rejected. Now, we can only comment on a rejected document. Can you send this request for me?
1 vote -
Hiding Archived Opportunities from Cloudmore
Compliance Coordinator should be able to hide archived Opportunities. I can not tell the difference between an archived opportunity and an active one from the search dashboard.
1 vote
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