Module 5 — Work With Your Office

Part of Agent Basic Training.

Track review status

Submitted listings and deals appear in Pending Review on your dashboard and in Transaction Room.

Open a submission

Click View on a pending record to open the review page. Read the Information panel, preview Forms, and check the Transaction Log for office messages.

Office review stages

Many brokerages use a multi-step review:

1. Deal information — Office admin confirms submitted data.
2. Commissions — Commissions are approved and then locked. Contact your administrator if you need changes after approval.
3. Documents — Managing broker reviews each form. Rejected documents return the file to you as Incomplete.

You see status labels and messages on your review page — you do not approve submissions yourself.

Incomplete submissions

When the office marks a deal or listing incomplete:

1. Find the record in Incomplete Review on Transaction Room.
2. Click View and read the office Reason in the Review panel.
3. Fix data or forms using Update Deal, Update Listing, or replace rejected forms on the review page.
4. Return to the same record and click Resubmit for Review with a short note.