Compliance Checklist
Back to Compliance Home
Broker Sumo FAQ
Review the information below to get started with the compliance approval process. If you need more information regarding the Compliance Checklists, or Compliance FAQ, please navigate to the Compliance Home Page.
How do I access Broker Sumo for the first time?
You can access Broker Sumo once you have submitted all required onboarding documents to your onboarding coach. To log in for the first time:
Go to www.brokersumo.com/login.
Click "Forgot Password."
Enter the email address you provided during onboarding to reset your password.
Make sure to watch the video below on how to create a transaction and submit documents for compliance. Additionally, ensure you understand how to send a note.
How to Create a Transaction in BrokerSumo and
Send for Compliance Review.
In the video, Michael walks through creating a transaction.
Important: If you don’t send a note, your transaction won’t be in the review queue.
What documents need broker signature?
Where do I send docs for broker signature?
How do I submit documents for compliance review?
When do I need to send documents for compliance review?
Is there a NettWork Global Referral Agreement?
Does NettWork Global care what e-Signature platform I use?
All documents, videos, and collateral contained within or linked to the NettWorkGlobalAgents.com intranet are the intellectual property of NettWork Global, LLC.
Copying or redistributing will be met with appropriate legal countermeasures.