Submitter Name:
Submitter Organization: eXp
Submitter Email:
Date Submitted: 6/13/2019
Proposal Number: 002
Status: Submitted
Status Change Date: 6/13/2019
Agent and Broker office activitity events are not defined
Events related to agents and broker office will allow systems to send notification, interact with each other and track internal tasks
Add the following events to track agent and broker business tasks, functions and process status:
| Event | Description |
|---|---|
| Application | A new application tringgering a process |
| Personal | Personal information records |
| License1 | Primary license information |
| License2 | Additional lincense information |
| Experience | Experince records |
| Financial | Financial records |
| Verification | Verification stage in a process |
| Approval | Approval stage in a process |
| Review | Reviwing stage in a process |
| Transfer | Record transfer process |
| Email verification process | |
| ICA | Indipendent Contract Aggreement |
| Firm | Organizaiton related activity |
| Agent | Agent related activing |
| Action | Description |
|---|---|
| Started | A process has started |
| Provided | Information related to an event was provided |
| Signed | A document was signed |
| Verified | Information related to an event was verified |
| Denied | Information access, service request or process approval was denied |
| Complete | A process or stage in a process was completed |
| Failed | A process or task has failed |
| Transferred | Documents or records were transferred |
| Joined | A subject joined an organization, task or process |
| Active | Task or process status indicator |
| Event | Action | Description |
|---|---|---|
| Application | Started | A new application |
| Personal | Provided | Prosonal information records |
| License1 | Provided | Primary license data |
| License2 | Provided | Additional license data |
| Experience | Provided | Personal experience records |
| Financial | Provided | Financial records |
| ICA | Signed | Contract agreement |
| License1 | Verified | Primary license verification |
| License2 | Verified | Additional license verification |
| License1 | Approved | Primary license approval |
| License2 | Approved | Additional license approval |
| License1 | Denied | Primary license denial |
| License2 | Denied | Additional license denial |
| Verification | Complete | Successful verificaion |
| Verification | Failed | Failure in a verificaion process |
| Approval | Complete | Applicaion approval |
| Review | Complete | Completion of review process |
| License1 | Transferred | Transfer of agents primary license |
| License2 | Transferred | Transfer of agents additionl license |
| Transfer | Completed | Completion of transfer process |
| Verified | Email verificaion | |
| Organizaion | Joined | Subject joining an organizaiton |
| Agent | Active | Status indicator |