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.

 

 

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