Checklists & Tasks

Checklists & Tasks keep agents and admins organized and compliant during transactions, ensuring every step is accounted for and completed efficiently.
Understanding Checklists & Tasks

Checklist Templates

Automatic Checklist Application

Smart Task-Doc Matching

Task @Mentions

Relative Due Dates

Task Visibility

Key Date Tasks

Agent-editable Due Dates

Company Settings for Checklists

User Permissions for Checklists

Daily Task Reminder Emails

Transaction Checklist Personalization

Transaction Checklist Management

Agent Task Fulfillment

Admin Task Completion

Your Tasks List

Tasks List Personalization