. I’d like to request an enhancement to our current document checklist workflow.
At the moment, our checklist includes the following status options:
Accept
Reject
Upload
To improve our internal process and better separate document review from final approval, we would like to introduce a “Reviewed” status. This would allow staff or agents to mark documents as reviewed and ready for the Supervising Broker to give the final "Accept" decision.
✅ Suggested Workflow Update:
Status
Purpose
Upload
Document has been submitted and is awaiting review
Reviewed
Document has been reviewed and is pending final approval by the Broker
Accept
Document is approved by the Supervising Broker
Reject
Document is not acceptable and needs to be corrected or replaced
Hi Skyslope
. I’d like to request an enhancement to our current document checklist workflow.
At the moment, our checklist includes the following status options:
Accept
Reject
Upload
To improve our internal process and better separate document review from final approval, we would like to introduce a “Reviewed” status. This would allow staff or agents to mark documents as reviewed and ready for the Supervising Broker to give the final "Accept" decision.
✅ Suggested Workflow Update:
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