Each transaction includes a Checklist tab, which allows you to complete required tasks and upload necessary documents for brokerage approval.


ACCESSING THE CHECKLIST

To view and manage the checklist for a transaction, follow these steps:


In the sidebar, navigate to Transactions → View Transactions.



  • Search for the desired transaction and click on the transaction name to open it.




  • Once the transaction is open, Select the Checklist tab.



ADD A CHECKLIST

If no checklist is attached to the transaction—or if you need to use a different one—click Add New and select the appropriate option from the dropdown menu. 




If you're unsure which checklist to use, consult your broker or manager.




REMOVE A CHECKLIST

If the wrong checklist is displayed, click Archive.


If the Archive button is not active for you to use, please consult your broker or manager.





TYPES OF CHECKLIST STEPS

Checklists may include several types of steps, each with specific instructions:


1. Required Tasks

These are mandatory items. Once a required task is complete, click Mark Done to indicate completion.


2. Optional Tasks

Optional tasks can be marked as not applicable if needed. You may also provide a reason, which will be visible on the task. 


3. Select Documents (Required or Optional)

  • Click Add a File.
  • You have 2 choices: Choose Existing or Upload New.
  • Choose Existing lists all of the forms in the Documents tab of your transaction. You may check the box(es) next to the form to add it to that step. Then click Save at the bottom.

  • Upload New will allow you to search your computer for the file. Follow the prompts to add the file to this step. The form will also be added to the Documents tab.  
  • After uploading or selecting a document, click Mark Done. 
  • If the step is optional and not needed, click Mark Not Applicable.




4. Required Information

Some tasks will prompt you to enter specific transaction details, such as:


  • MLS Number
  • Property Information
  • Financial Information
  • Date Information
  • Commission Information


To complete these, click Edit, input the necessary details, and click Done. 

These tasks will be automatically marked as complete once the information is entered.



5. Request Review

Submits all previous items to a compliance officer for review. You cannot continue past this point until it is approved. If you wish to change any items after requesting the review, you can click Cancel Review Request and make the appropriate adjustments.


Active Checklists: You can toggle between the checklists (if there are multiple) by clicking on the name.

Archived Checklists: Click the Archived button to view any checklists that are no longer in use.