We're pleased to inform you that any applications that are successfully completed through our partnered online notary service will be automatically routed to your portal for final review and approval.
While we do our best to ensure the accuracy of each application, we still encourage you to take a moment to review all submitted documents.
As the final decision-maker, it's important that you are fully satisfied with the application and have accepted all necessary documents.
To approve or reject a customer application, follow these steps:
From your Dashboard, click Applications. There are two boxes for ATMB and Direct applications.
You should see a list of the applications, on the Filter Menu, select Under Review and click on the Customer's Name.
Scroll and review the details, and download the customer's documents, taking the time to review them thoroughly.
You are able to approve or reject each file that has been uploaded by your customer.
If you are satisfied with the file submitted, click Approve.
If not, you can click on Reject, and add Notes to your Renter. In here, you can tell your customer what they need to modify or add to the documents that they submitted. The notes that you added will be sent to the customer.
Once you have completed the review of the documents, reject or approve the customers application accordingly.
Note: If you have rejected one of your renters documents, you will need to reject the application