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Intake Submissions, Unapproved Documents, and Triggers By Priority
Intake Submissions, Unapproved Documents, and Triggers By Priority
Rain avatar
Written by Rain
Updated over 2 years ago

Intake Form Submissions Overview

These are the intake forms that the agents will submit to the user from the Agent Portal. As soon as the user approves the Intake Form, this will turn into a property transaction.

Intake forms are fully integrated directly into Open To Close so that you never have to use another external form system.

Unapproved Documents

Reviewing unapproved documents is the process whereby each assigned user from the internal portal will check and determine if the document is fully executed or there are missing items that need to be completed.

  1. Document Name - Clicking the document name can open the document management.

  2. Approve and Reject a Document - Users can approve or reject documents that have been submitted for approval.

  3. Property Address - Clicking the property name will go directly to the Documents tab in the transaction.

Triggers By Priority

Adding this widget to your dashboard will give you the Triggers By Priority view which shows triggers that are past due/due today (Due), tasks that are due in one day (One) and tasks that are due in two days (Two). This gives you a quick glance at the status of your triggers with the highest priority.

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