Paperless Pipeline Support
Table of Contents
Table of Contents
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I am an Agent.
I am an Admin.
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Home
Guides
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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
for
Admins
for
Agents
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