Notification of Forms Loaded

Hi Bill,

Thanks for taking the time to submit this request, I can certainly understand why this might be helpful for agents and TCs/assistants. 

• How often would you estimate that your admin staff uploads items to your checklist per transaction? Is this something that is happening pretty consistently?
• What types of issues come up for you when a document is uploaded by the admin (without your knowledge)?
• What kind of alert would you like to receive?

Thank you!

Kasey, Product Operations

The staff will load items to the agent's files frequently. Especially when the earnest money is turned in and often times at the closing of a transaction.  The earnest money has been the big one.  Our agents/TC received an email alert when an item was loaded into the file.