File intake

Name: File intake
Brand: Calisto

by Calisto

File intake

File Intake

Transaction document intake and review queue

File	Transaction	Agent	Type	Status
Sofia Moreau	Regional	Preferred	Active	Complete
Amara Okafor	Internal	Standard	Pending	Scheduled
Diego Reyes	Seasonal	Confirmed	Approved	Active
Priya Sharma	Preferred	Regional	In Review	Pending
Noah Bergman	Standard	Internal	Complete	Approved
Leila Haddad	Confirmed	Seasonal	Scheduled	In Review

Live preview of the extension · Sample data

Transaction document intake and review queue.

Orderflow appReal Estate BrokersBack of houseReal estate

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Deal approvals

Pending broker approvals across transactions.

Included

High-risk flags

Flagged transactions for compliance review.

Included

Lockboxes

Lockbox inventory and assignment.

Included

Listings CDA generation

Commission Disclosure Agreement document runs.

Included

Included with your plan

on your plan