How to Check for Audit Issues

All transactions will be audited for compliance. If the Sale Folder is complaint the status will be changed to Approved. If the Sale Folder is not compliant the status will be changed to Returned to Agent

This shows Returned to Agent

If the Sale Folder is Approved a task will be generated that states Clear. Scroll to the bottom of the loop to see this.

If the Sale Folder is not compliant and is marked RETURNED TO AGENT a task will be generated.

• Under Tasks (Towards the bottom of the page) you will see Audit Sections

• If there are issues they will be listed out explaining what needs to be fixed.

After you have fixed the issues with the paperwork then you can check the checkbox(es) (Do Not Delete Tasks).

• Send a message through Dotloop for a recheck. DO NOT re-submit for review.