video1.0<iframe src="https://www.loom.com/embed/8b364ca3c82f42559a0e93edec254251" frameborder="0" width="1982" height="1486" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14861982Loomhttps://www.loom.com14861982https://cdn.loom.com/sessions/thumbnails/8b364ca3c82f42559a0e93edec254251-06c5a229d68ee920.gif430.218This Loom explains how to customize deal stage requirements on BrokerPlus approvals boards to ensure deals have the right information at each step. The presenter shows adding requirements via the three dot menu for stages like docs collecting, application received, and submitted, with fields stacking so later stages include earlier requirements. An example setup totals 10 required fields across stages, and it can be filtered by deal type such as refinances. The Loom also notes that a not proceeding or canceled stage can accept any deal and removes earlier requirement enforcement, and shows that additional participants like listing realtor can be required as well.