If the incorrect checklist is displaying, first go to the General Tab of your transaction and confirm that the selections for Represent and Transaction Type are correct (it may be helpful to use the dropdown for Transaction Type to see if any other choices will apply).
Make the changes (if necessary) and Save.
Go to the Checklist tab and click Add Checklist.
From the dropdown menu, make your selection and Save.
To remove the incorrect Checklist, click Archive.
If the Archive button is not active, please contact your Broker or Management Team and they will be able to Archive it for you.
If you need further assistance, please email Support@TotalBrokerage.com.