Here you can create, view, archive, and edit checklists. To create a new checklists; click on “Setup” and then “Transactions” from your dashboard.   




Go to the tab that says "Checklists".




Go to the bottom right of the page, and click on the “Add a Checklist” to create a new checklist.





Upon creating a New Checklist, you will be taken to a page where you can edit the following:



Owner: Choose who can use this checklist. You can choose the entire brokerage to access this checklist or a specific office.


Title.


Person Type (Buyer, Seller, Landlord, Tenant) will be represented for this list.


Transaction Type: Select a transaction type that the checklist applies to. Transaction Types are configured in Setup → User Fields → Transaction Types.


Checklists will only be applicable to transactions with both the corresponding person and transaction type.

 IMPORTANT: If you’ve set up transaction types in the 'Who Do You Represent' question within the transaction wizard, you must also assign these transaction types to your checklists. Failing to do so will result in the checklists not appearing when the wizard is used.



To create a new item for the list, simply click on the green "+Add" button. 





Upon doing so you can add a description.


  • No Review Required: This is a task for the agent to do.

  • Select Documents: An agent will be required to select document(s) for review before checking off the item as complete.

  • Request Review: An agent will be required to request a review to compliance before they can move forward in this checklist. All items must be completed or marked as not applicable prior to this review before the review can be submitted.

  • Require Property Information: Requires the Property tab of a transaction to be saved at least once.

  • Require Financial Information: Requires a specified field within the Financial tab of a transaction to be completed. If this option is selected, another dropdown will appear below to specify which financial information is required.

  • Require Date Information: Requires a specified field within the Calendar tab of a transaction to be completed. If this option is selected, another dropdown will appear below to specify which date is required.

  • Require Commission Information: Requires the Base Commission tab of a transaction to be saved at least once.







You can choose to make the item required (which means they must complete it), and/or choose to make it active (if your want it to show up in the checklist). Please note that task types of Require Information will have the required checkbox locked on.





You can also edit the order (using the up and down arrows, or delete the ITEM (click on the red “x”). 





Make sure to click on the blue "Save" button when you're done.