Tools Module - Checklists - View Screen Shot
The tools module provides users with checklists, handouts and letters that can be modified. Add new items, delete existing rows, and change the text for any row. Reordered the Checklist rows by entering the number where you wish the checklist item to be displayed numerically. All others rows are adjusted automatically. When a checklist is printed from a Prospect's record, contract or form, the contact information is completed automatically.
Agent Inspection
Use the Agent Inspection Checklist to document your diligent visual property inspections. Includes disclaimer and buyers / seller Initial fields for acknowledgment of receipt.
Buyer Checklist
The Buyer Checklist provides a "To Do" list for agents when representing buyers.
Document Transmittal
The Document Transmittal is used to when sending documents to the other side for signature. Keep track of what's sent and what still needs to be completed.
Listing Checklist
The Listing Checklist provides a "To Do" list when getting prepared for listing presentation. The list continues with a "To Do" list of items that need to be done once the listing contact is taken.
Seller Checklist
The Seller Checklist provides a "To Do" list once your listing goes pending.
Transaction Checklist
The Transaction Checklist tracks the documents for a transaction. Checkboxes for each row to indicate when the buyer and seller have both signed or initialed a document.
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