Administrator Workspace
Approvals, credentials, rates, policies, and permissions. Payments and W-9 contents are handled by accounting.
Christopher Brown · Administrator
Approval requires reviewed credentials (E&O, additional-insured endorsement, notary commission, W-9, signed agreement). An upload alone does not approve a closer, and a certificate-holder listing does not satisfy the additional-insured endorsement requirement. Check email and phone matches before creating a contact; route ambiguous matches to staff.
| Closer | Contact | Coverage | Eligibility | Application | Submitted |
|---|---|---|---|---|---|
Eleanor Patterson Patterson Mobile Notary LLC | eleanor.patterson@example.com (856) 555-0142 | NJ: 3 · PA: 2 English, Spanish | Blocked | Approved | Dec 2, 1969 |
Thomas Okafor Okafor Signing Services | thomas.okafor@example.com (908) 555-0178 | NJ: 4 · PA: 1 English | Blocked | Approved | Nov 17, 1969 |
Maria Castillo | maria.castillo@example.com (215) 555-0199 | NJ: 0 · PA: 3 English, Spanish, Portuguese | Blocked | Draft | — |
Gregory Sullivan Sullivan Closings Inc. | gregory.sullivan@example.com (609) 555-0123 | NJ: 3 · PA: 0 English | Blocked | Approved | Nov 2, 1969 |