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Overview CRM dash sync Review queue Audit log Submission review Pricing HomeScope Catalog Doc formatter

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Shannan Hart

Manager · all dashboards

Operations dashboard

Overview CRM dash sync Review queue Audit log Submission review Pricing HomeScope Catalog Doc formatter

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Notifications3 unread

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Submission review

Reps enter deal data once. It populates the builder's forms and HubSpot; nothing moves forward until the checklist is complete.

Reps start submissions in the Consultant portal. Use this only when entering one for a rep.

1

Rep draft

2 deals

Data entered once

M. and T. NguyenFormaKERep KEDocs 7/10Rep completing documents

R. SinghNew EraKERep KEDocs 2/8

2

Docs required

2 deals

Checklist enforced

P. OkonkwoMove HomesAMRep AMDocs 6/8Awaiting finance letter

T. and S. MwangiLevitaDORep DODocs 5/7Deposit receipt missing

3

Ops review

0 deals

Clean ~30 min · flagged 1 hr+

4

Sent to builder

1 deal

Auto-delivered

J. and L. CarmodyLevitaDORep DODocs 7/7Sent 4 Aug, 2:10pm

5

Builder accepted

1 deal

Job no issued

B. BarberMove HomesAMRep AMDocs 8/8Job no 25501 issued

Ops review — M. and T. Nguyen

Signed contract pack(done)
Deposit receipt(done)
Finance pre-approval letter(done)
Compliance sketch matches quote(done)
Pricing checked against current price list(outstanding)
Builder form fields complete(outstanding)

Builder delivery methods

Move Homes: Excel workbook · Teams folder
Forma: Excel workbook · Teams folder
Levita: PDF · strict email subject line
New Choice: Most complex · manual steps
New Era: PDFs by email · no shared folder

Approved packs are auto-delivered per builder; ops never re-keys data.