Quickly see at a glance which transactions are pending compliance review. This widget is only available for users with the role Brokerage Compliance Officer.
1) Navigate to your dashboard. This is the first page when you log into TotalBrokerage, or you can click Dashboard from the sidebar.
2) Click Actions on the top right. Select + Add Widget.
3) Select the Compliance widget type.
4) Choose the widget color and click Save.
5) The Compliance widget will now appear on your dashboard, with a list of all checklists pending review. Click a transaction name to open the checklist.
