Real estate owners start checklists when orders are created

Cofounders lose checklists in shared folders, risking compliance and closing delays. Build, share, and file a transaction checklist for each new order, so coordinators begin onboarding within minutes.

Overview

Missed transaction checklists create compliance gaps and can delay closings for small real estate firms. This workflow creates, shares, and files a checklist the moment an order is created, removing manual handoffs so coordinators start onboarding within minutes, ensuring no checklists are lost during closing.

Notable Features

Create checklist from template
Place checklist in correct folder
Notify coordinators with checklist link