Topic

Team and brokerage operations

Running transactions across many agents: broker file review, compliance archives, permissions, onboarding and the reporting a managing broker actually needs. Aimed at team leads, operations managers and brokers who are accountable for other people's files.

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Articles in Team and brokerage operations

Workflow

Workflow

The brokerage transaction review workflow from submission to approval

The agent submits, a reviewer accepts or rejects each document with a comment, the agent fixes what came back, and the broker signs off before the commission goes out. Here is who can do each step in SkySlope and dotloop, what happens on a rejection, when the agent gets paid, and how long the file is kept.

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