The checklist and required documents

Every transaction gets a checklist and a list of required documents based on the side you represent. Both appear on the transaction.

On a transaction

• The Checklist card shows progress (N of N done). Tick a step to complete it, or use the slash icon to mark it Not applicable. Hide done tidies the list.
• If the side isn't set yet, you'll see Set side. If a file has no checklist, click Add the checklist.
• The Documents & compliance card lists each required document with its status: Missing, Present or Signed. To mark one not needed, click its pencil and tick Not applicable to this deal.

Your team's standard checklist

Admins and coordinators can change the checklist every new file starts with:

1. Open the Checklist tab.
2. Click Add step, or edit an existing one. Each step has a phase, which sides it applies to, when it's due (counted from acceptance or closing), who usually delivers it, and whether it's only for financed deals.
3. To add new steps to files already in progress, click Add new steps to N open transactions.