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How to Find and Access Deals Awaiting Review

Overview​

As a broker on the WhiteLabel Community Deals Platform, one of your primary responsibilities is reviewing deals submitted by issuers before they become visible to investors. This guide will walk you through the process of finding, accessing, and organizing deals that are awaiting your review, ensuring you can efficiently manage your review queue.

Prerequisites​

Before accessing pending deals, you should:

  • Have an active broker account on the platform
  • Have completed your broker profile setup
  • Understand your role and responsibilities in the deal review process
  • Be familiar with the platform's navigation and interface

Step-by-Step Instructions​

Step 1: Navigate to the Broker Dashboard​

  1. Log in to the platform using your broker credentials
  2. You will land on the Broker Dashboard by default
  3. If you're elsewhere in the platform, click on "Dashboard" in the left sidebar navigation

Step 2: View Pending Approvals Summary​

  1. On the Broker Dashboard, locate the "Pending Approvals" card
  2. This card displays the number of offerings requiring broker review
  3. The number shown represents all deals currently awaiting your review
  4. Note the brief description: "Offerings requiring broker review"

Step 3: Access the Pending Deals List​

  1. Click on the "View Pending" button in the Pending Approvals card
  2. Alternatively, you can click on "All Deals" in the left sidebar navigation
  3. If using the All Deals option, click on the "Pending" tab to filter for pending deals only

Step 4: Navigate the All Deals View​

  1. In the All Deals view, you'll see tabs for different deal statuses:

    • All Deals: Shows all deals regardless of status
    • Draft: Deals that issuers have not yet submitted
    • Pending: Deals awaiting broker review (this is what you need)
    • Active: Deals that have been approved and are live
    • Ended: Deals that have completed their funding period
    • Upcoming: Deals that are approved but not yet active

  2. Click on the "Pending" tab to see only deals awaiting review

Step 5: Review the Pending Deals List​

  1. The Pending deals list displays all deals awaiting your review
  2. For each deal, you'll see:
    • Deal Title: The name of the offering
    • Issuer: The company or individual creating the offering
    • Status: Will show as "Pending" for deals awaiting review
    • Pool Progress: Funding status (typically 0% for pending deals)
    • Created: Date when the deal was submitted for review
    • Actions: Options to access the deal

Step 6: Sort and Filter Deals​

  1. Use the column headers to sort deals:

    • Click on "Deal Title" to sort alphabetically
    • Click on "Created" to sort by submission date
    • Click again on any header to reverse the sort order

  2. Use the search bar at the top of the list to find specific deals by:

    • Deal name
    • Issuer name
    • Deal ID

Step 7: Access a Specific Deal for Review​

  1. To access a specific deal for review, click on the deal title
  2. Alternatively, click on the three dots (⋮) in the Actions column and select "Review"
  3. This will take you to the detailed deal review page

Step 8: Understand Deal Priority​

  1. Deals are typically listed in order of submission date, with oldest submissions at the top

  2. Pay attention to:

    • Submission date: Older submissions may need priority
    • Issuer communications: Some issuers may have sent messages about urgency
    • Deal complexity: More complex deals may require more review time

  3. Establish a consistent review order based on your organization's policies

Step 9: Track Your Review Progress​

  1. As you review deals, they will remain in the Pending tab until you take action

  2. After you approve or reject a deal, it will move to the appropriate tab:

    • Approved deals move to "Active" or "Upcoming" depending on their start date
    • Rejected deals are removed from your pending list
    • Deals with requested changes remain in "Pending" until the issuer resubmits

  3. Check the "Recent Activity" section on your dashboard to see your recent actions

Step 10: Set Up Notifications for New Deals​

  1. To stay informed about new deals requiring review:

    • Navigate to Settings from the left sidebar
    • Ensure email notifications are enabled for new deal submissions
    • Configure how frequently you want to be notified

  2. This ensures you don't miss new submissions requiring your attention

Best Practices​

  • Regular Checks: Check your pending deals queue at least once daily
  • Consistent Order: Establish a consistent methodology for prioritizing reviews
  • Communication: If there will be delays in reviewing a deal, communicate this to the issuer
  • Documentation: Keep notes on deals you've started reviewing but haven't completed
  • Time Management: Allocate specific time blocks for deal reviews
  • Thoroughness: Don't rush reviews even when the queue is long
  • Team Coordination: If multiple brokers review deals, coordinate to avoid duplication
  • Follow Up: Check back on deals where you've requested changes
  • Stay Updated: Regularly refresh your pending deals list as new submissions arrive
  • Use Filters: Leverage sorting and filtering to organize your workflow

Troubleshooting​

Common Issues​

  1. Deal Not Appearing in Pending List

    • Solution: Refresh the page to ensure the list is updated
    • Solution: Check if another broker has already started the review
    • Solution: Verify the deal has actually been submitted by the issuer

  2. Too Many Pending Deals

    • Solution: Use sorting and filtering to prioritize
    • Solution: Consider establishing review timeframes based on deal complexity
    • Solution: If available, distribute reviews among team members

  3. Deal Shows Pending But Is Inaccessible

    • Solution: Try accessing through the All Deals list instead of the dashboard
    • Solution: Clear your browser cache and try again
    • Solution: Contact support if the issue persists

  4. Notification Issues

    • Solution: Check your notification settings
    • Solution: Verify your email address is correct
    • Solution: Check your email spam folder

Getting Help​

If you encounter any issues while accessing pending deals:

  1. Navigate to the /support Support center by clicking on the "Support" link in the main navigation
  2. Select the appropriate category for your issue
  3. Provide specific details about your issue
  4. Submit your support request
  5. Support staff will respond through the platform's notification system