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How can a broker review documents in RELAY™?

April 26, 2017broker documents review

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How can a broker review documents in RELAY™?

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You can see whether or not a broker has viewed a document through your History tab. TIP: Brokers can change the status of an activity from “Awaiting Approval” to “Completed”. If you associate an activity with the document(s) needing a broker review, then your broker can easily confirm that he or she has reviewed the document(s) through RELAY™.