Brokers

Application Package Setup
Initiate Application via Dashboard • From the Initiate Application section of your Dashboard, select which type of Application Package you’d like to crea...
Tue, Jun 12, 2018 at 3:50 PM
Requirements Tools Overview
This is a quick overview of the icons BoardPackager you may see on the Requirements tab and what they mean. To learn more about completing forms and working...
Tue, Jun 12, 2018 at 3:51 PM
Preview Building Application
BoardPackager enables Brokers and Applicants to preview the Application Packages they will be required to complete for Board review. Preview On an i...
Thu, Jul 19, 2018 at 11:48 AM
Sharing/Permissions
Deal Party Document Visibility To be able to share a package and collaborate with others, first make sure the individuals you want to invite into your p...
Wed, Jun 20, 2018 at 9:58 AM
Waiver Codes
Under special circumstances, such as a family transfer of property, Property Management companies may waive certain fees involved with an application on a c...
Tue, Jun 12, 2018 at 3:52 PM
Application Package Review
Review Individual Requirements Select the Fill In and Sign icon in order to review and ensure accurate completion. Mark as Reviewed Select the c...
Wed, Aug 8, 2018 at 12:09 PM
Downloading/Printing Application Packages
Downloading Applications Step 1. Generate Package • Accept & Lock each Requirement. • Select Generate Package. • A pdf viewer will appear in a...
Wed, Aug 8, 2018 at 12:11 PM
Archive
To Archive an Application Package, select it from your Dashboard. Then go to the Status tab within the Package view. Select Archive within the right...
Tue, Jun 12, 2018 at 3:57 PM
Status
The Status gives you a time-stamped update of each Application Package milestone. You may also Cancel or Archive a package from this tab. Please no...
Tue, Jun 12, 2018 at 4:00 PM
Cancel Application Package
To Cancel an Application Package, select it from your Dashboard. Then go to the Status tab within the Package view. Select Cancel Package within th...
Tue, Jun 12, 2018 at 4:00 PM

Didn't find what you're looking for?