Submitting a Closing to an Office Other than the Agent's Office

Submitting a Closing to an Office Other than the Agent's Office

When ready to submit the property to dash:

  1. Click Properties
  2. Click Agents
  3. Click on the agent's name (hyperlink)
  1. Click People links
  2. Choose the office that the user wants closing to submit to dash/epay
  3. Click save

Click the Agent basics tab, Check the Exclude box and hit save

  1. Click Agent Basics
  2. Check the exclude box
  3. Click save

Checking the exclude box will prevent the agent record from submitting to dash if there is a scheduled submission while user is preparing the manual submission of the property.  

  1. Click Properties menu to go back to the property information
  2. Click submit

Confirm the closing has sent to the correct office

  1. Click Submission
  2. Scroll to the right to get to the get data sent button and click it
  3. Scroll to the top of the review JSON screen and note the officeId number

Confirm the darwin Cloud office id

  1. Click Company menu
  2. Click Office submenu
  3. Choose the company from the dropdown list
  4. Choose the office
  5. Confirm that the office id is the correct one

If user have additional closings for the agent, user can submit each of their closings.

Once done submitting the closing to the alternative office, return the agent to the office one that they should be listed

  1. Click People
  2. Click People links
  3. Choose the office from the dropdown list
  4. Click save
  1. Click Agent Basics
  2. Uncheck the exclude box
  3. Click save
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