Why can’t I submit my deal to Compliance on Workbench?

If your deal is currently in Credit Bureau status, it needs to be changed to New status before submission. You’ll then be able to edit the deal and upload documents.

If the deal is in Saved by Broker status, follow these steps:

1. Upload your documents.
2. Go to the Details tab.
3. Click Edit, scroll down and click Save.
4. Scroll back up and click Submit to Compliance.