Transactions

Archive approved closings

Archive the cover sheet and selected final documents together

When a closed file has broker approval

What Joy does

Archive only when both the recorded file status is closed and the broker's file verdict is approved. Canceled or expired files remain for human review.

Who it's for

Transaction coordinator or operations lead.

Storage app

Choose one app for this automation.

During setup

Joy will help you:

  • Choose the archive account, parent folder, and transaction-folder naming rule.
  • Choose the final documents, cover-sheet source, and who may access the archive.
  • Choose how repeated approvals and later document changes are handled.

Joymore is transaction management software for real estate brokerages. It reads every file on arrival and runs compliance review with no work required from agents.