6.2 Designated Broker, Manager or Designee Review

You must promptly upload into Skyslope all signed documents to the Designated Broker, Manager or his/her designee (the “Reviewer”) after receipt by you. Your Manager or the Reviewer will review the document for completeness and accuracy within 5 business days. Any incomplete or incorrect items or documents must be promptly corrected and returned to the Reviewer or your Manager.

Prior to the close of every escrow, you are required to turn in your files for review by your Manager or the Reviewer for a pre-closing review. Any missing or incomplete items will be noted and you will be given a time period within which to comply. Remember, your file must be complete to receive compensation.

File Requirements Including Communication and Activity Log

A. Your file must contain an accurate, comprehensive communication log and journal of your activities relative to that file.

B. Always record the following:

• The name of any person you spoke with.

• The date and time of the conversation or activity.

• The subject matter of the conversation or activity and the result of the conversation or activity.

• Any significant decision or discussion not documented elsewhere in writing.

C. Also include in your file:

• A checklist and calendar of important information and deadlines.

• Copies of all correspondence, text messages, and emails to and from your client.

• Copies of all offers and counter-offers and contract addenda.

• Copies of all disclosures and reports or any other writing delivered to you or your client.

D. Be sure that all documents contain signatures of all parties required to sign. Whenever your client receives a written document regarding the transaction, you must leave a copy with the client and retain a copy of the same document for your file.

**E. If you are not sure how to maintain a proper file, get help from your Manager.
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