Exchanges and listings

How do I approve or reject an exchange?

Check an exchange that is waiting for a broker, then approve it or reject it with a reason.

Exchanges waiting for you appear under the Pending tab in Exchanges.

1. Open Exchanges. The counter Pending broker review shows how many are waiting.
2. Press the Pending tab.
3. Press the view button on a row to open the exchange. Check who the Requester and Provider are, the listing, and any Risk Tag.
4. Press Approve or Reject.

Approving

Add a note in Notes (optional) if it helps, for example "Please meet in a public place for the first session". Press Approve to confirm.

Both members are told the exchange is approved and they can begin. Your note appears on their exchange page under Broker Notes.

Rejecting

You must give a reason in Reason (required). Press Reject to confirm.

The exchange is cancelled. Both members get a notification that includes your reason. Your reason also appears on their exchange page, under the heading Broker Notes. Both members can read it, so write it kindly and plainly.

Things to know

• You cannot approve or reject an exchange you are part of. Another broker must do it.
• You cannot change the hours or add conditions when you approve. If something needs to change, reject it with a clear reason, or talk to the members before approving.

Before you approve, it helps to look at both members' records and any safeguarding choices they made.

This is done on the main website. The accessible site does not have this page.

More guides in this topic

• When does an exchange need a broker's approval?
• Understanding the Exchanges list
• What can I do when an exchange goes wrong?
• What is the Match Approvals page?
• Tagging a listing that needs extra care
• Recording insurance certificates

Still need help?

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