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.



If no checklist is attached to the transaction—or if you need to use a different one—click Add a new checklist and select the appropriate option. If you're unsure which checklist to use, consult your broker or manager.



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




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



If no checklist is attached to the transaction or if you need a different one, click the Add New button and choose the appropriate checklist from the list. 


Consult your broker or manager if unsure which checklist to use.



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)

You can either:

  • Use the Select a document to add dropdown to attach an existing document from the transaction’s Documents tab, or
  • Click Upload a File to add a PDF from your computer.
  • 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:


  • Property Information
  • Financial Information
  • Date Information
  • Commission Information


To complete these, navigate to the relevant tab in the transaction, input the necessary details, and click Save. These tasks will be automatically marked as complete once the information is entered.





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.