New Transaction Desk Updates - Broker File Review

Screen Shot 2019 06 25 At 3.22.24 PmTransactionDesk has made the following improvements to streamline the Broker File Review process:

1. Enable or disable new email notifications to SuperUsers.

2. Updated Checklist Progress Bar.

3. Added ability to select “All Offices” in the Broker File Review office drop down.

4. Ability to upload a new version of a document from the “thumbs down” icon.

5. Updated Notes Modal.


If you have any questions or concerns, please contact TransactionDesk support at 800-668-8768.

Camille Smith Lai

Marketing Specialist