Checklists

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The features outlined here are currently available to FMLS members only.

Checklists exist to help agents be sure that no important steps or action items pertaining to a transaction are missed.​ An unlimited number of checklists can be created by clicking 'Checklists' in the left side menu and then the 'Checklist' button at the top of the page.

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Checklists can be further organized with folders, which can be added by clicking the '+ Folder' button at the top of the page.

Each Checklist has a drop-down menu to the right which will allow you to edit, copy, move (to another folder) or delete.

You may have a series of Checklists created for you by your broker/admin. These will automatically appear in your account.

To create your own checklists:​

  • Click 'Checklist' at the top of the page
  • Give the Checklist a name
  • Add tasks by clicking 'Add Tasks'
  • When the list is complete, click 'Save'

To add/associate a Checklist to a Transaction folder:

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  • Open the Transaction folder you'd like to add a checklist to
  • Click the 'Checklist' button at the top of the page
  • Click 'Select' to choose from your existing checklists, or 'Create New' to make a new Checklist from scratch

 

 

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