Checklist Templates

Edits here change the master checklist used when a new transaction is created. Existing transactions keep their current tasks.

Production

Listing (Go-Live) Date

Contract Date

Closing Date

Setting these auto-fills due dates for every task tied to them — no need to set dates one by one.

Quick Status

List Price

Sale Price

Opposing Agent

BAC

Bedrooms

Bathrooms

Sq Ft

Listing photo

Agent Commission Note

Transaction fee

Do not solicit reviews for this client

Clients

Deal terms

Due diligence ends

Seller concessions

Home warranty

Documents

Other Parties

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