Getting Started VI: Checklists & Submissions

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The features outlined here are currently available to FMLS members only.

Remine Docs+ connects you with your broker and admin in a few ways: Your account may come pre-loaded with Checklists from your admin to help keep you organized, and your Transaction documents can be submitted to your office admin directly through Docs+. 

Checklists:

Checklists exist to help agents be sure that no important steps or actions items pertaining to a transaction are missed.​ While your account may come pre-loaded with some checklists from your admin or broker, know that an unlimited number of checklists can be created by clicking the 'Checklists' button at the top of the page:

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Give your Checklist a name, add each task by clicking 'Add Task' and click 'Save' when you're done:

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Note that Checklists can be further organized with folders, which can be added by clicking the 'Folders' button at the top of the main 'Checklists' page.

 

Now that you've got a Checklist or two in your account, know that you can add a Checklist to a Transaction folder by clicking the '+ Form' button at the top of the page, selecting the 'Checklists' tab in the pop-up and picking which one to add:

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Once the checklist has been added to a Transaction folder, know that you can click 'Associate Documents' next to any item to 'tie' any folder items to that task For example, if I obtained a detailed floorplan or survey, I could upload that document into the Transaction folder and associate it with a "Take Measurements" task:

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Submissions:

Once your Transaction documents are complete, you can submit them to your office admin or broker by following these steps:

  • change the status drop-down for each document to 'Completed' (you can include your completed Checklist as well)
  • select the documents to be submitted by checking the boxes to the left of each
  • click 'Submit' at the top of the page:

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From there, choose to either 'Create a new Submission' or add the selected documents to an existing batch of submitted files.

Once you've submitted your documents to your office, they'll appear in a Submission folder (the name is brought over from your original Transaction folder) in your 'Submissions' page. It will show on your admin's 'Submissions' page as well. At this point, the Submission folder and its contents are accessible to your admin. Your broker/admin can review the documents his/herself, or assign them to another office admin for review. These updates will show for you in your 'Submissions' page:

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Submission statuses can be updated from either end: yours or your admin's. Submission statuses can be either:

  • Submitted: The documents have been sent to the office and are awaiting an admin to take action or assign a reviewer
  • Admin Review: The documents are currently being reviewed by admin
  • Incomplete: Admin has marked documents as requiring updates, corrections or any further action (they can add comments to the documents to reference these issues)
  • Approved: Documents have been marked by admin as correct and complete

Combined with statuses, the 'Commenting' feature can be used to communicate between you and your broker/admin. Add comments to specific documents or to the Submission as a whole:

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Now that we've covered the basics around using Checklists and Submissions, click here to move on to our last segment: Using Test Contacts.

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