Finalizing Files

1.  Open BrokerWOLF and SkySlope
2.  Open SkySlope file
3.  Go to 2.1 in BrokerWOLF (Transaction Record)
4.  Search by all then sort by street number
5.  Make sure you are in correct file by file number on Pending Report (Google Doc) and BrokerWolf
6.  Open CDA in SkySlope file ‘Checklist’, verify closing date on CDA and in BrokerWOLF
7.  Verify purchase price (Keep Override)
8.  Click on File Requirements and click on Comp Box
9.  Look at CDA and verify commission (CDA AND HUD HAVE TO MATCH)
10.  Click on ‘Commissions’ tab, make sure commission matches CDA here, net has to match CDA
11.  Click on ‘Agent Info’ tab, confirm closing date
12.  Finalize (verify the file actually closed) (If cancellation is in docs, confirm the file cancelled
13.  Agent Info, finalize, conditions not met
14.  On Pending Report highlight blue and make a note
15.  Open 8.2 (Agent’s Check)
16.  Select ‘Paid by escrow’
17.  Check Type
18.  Check date is closing date
19.  Select include box, select escrow
20.  Hit Print and email button (that sends a copy to the agent)
21.  Go to SkySlope, click Manage Transactions
22.  Highlight by clicking one time
23.  Click Archive
24.  In Pending Report highlight BLUE
25.  Make a note and make sure you initial your note

****DON’T FINALIZE ANYTHING WITH A CHECK UPLOADED IN CHECKLIST*****