How to create a Checklist for individual or office
On the left side menu, click Setup then Checklist Manager to get started!
- BROKERS: Once you have created a Checklist for your office, it can be added as part of an office Template, or to a specific Transaction.
Click here for Instanet's step-by-step guide for Brokers to create Checklists.
- AGENTS: Once you have created a Checklist for youself, it can be added as part of one of your Templates, or to a specific Transaction.
Click here for Instanet's step-by-step guide for Agents to create Checklists.