How do I work through a client checklist?

Work through a checklist inside the deal itself: attach a template to one of the Client Checklists tab's three sections, then tick items off as you or your client complete them. Whatever either of you checks is the same list on both sides.

Before you start

• The client portal must already be on for this deal. The Client Checklists tab does not appear at all until it is. Click the globe icon labeled Client portal in the deal's header and generate one first.
• A section needs a template attached before there is anything to tick. An empty section reads "No checklist attached yet."

Steps

1. Open the transaction and go to the Client Checklists tab.

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2. Find the section you want: Pre-listing, Under contract, or Closing, three fixed sections in that order.

3. If the section is empty, click Attach template. A picker opens listing your Client Checklist templates.

4. Pick one. What you see here is filtered, not the full list of every template in your workspace: agent-only templates never appear in this picker at all, and by default only templates matching this deal's side (Buyer, Seller, or Rent/Lease) show up. Check Show all types to see every client-facing template regardless of side. It still will not surface an agent-only one.

5. Tick the checkbox beside each item as it is done. The same checkbox exists in your client's portal; either of you can check it, and a box she checks from her side shows as done on yours.

6. To remove a checklist you attached by mistake, click Detach on that template's section.

What you should see

Each ticked item records who completed it and when. The tab header's overall progress bar reflects every section combined, not only the one you have open.