Checklists

Buyer Residential Checklist

Rules

Matching incoming deals based on the criteria listed below.

Where:

Tasks

Task Name Type Enable/Disable Actions
Agreement of Purchase and Sale Required Enabled
Receipt of Deposit/Copy of Cheque Required Enabled
Client Survey Optional Enabled
Short Sale Notice Optional Disabled
Appraisal Required Disabled

Notifications

1 Task Added

Resend CDA or Lawyer Letter was added on 1175 Glendon St N, Maplewood, MN 55119

1 min ago - 3:15pm 3/3/17
3 Documents Added to Deal

1335 Apple Street recieved 3 documents emailed by Terry Agent

3 min ago - 3:15pm 3/3/17
Document added to Inbox

Emailed by Joe Agent.

5 min ago - 3:15pm 3/3/17
New Deal Added

321 Penny Lane Deal created by George Harrison

3 days ago - 11:00am 3/28/17
Task Rejected

Agreement of Purchase and Sale was rejected on 1175 Glendon St N, Maplewood, MN 55119

3 days ago - 10:50am 3/28/17
Task Ready for Review

Receipt of Deposit/Copy of Cheque on 1175 Glendon St N, Maplewood, MN 55119 is ready for final review

3 days ago - 10:15am 3/28/17
Task Ready for Final Review

Client Survey on 1175 Glendon St N, Maplewood, MN 55119 is ready for final review

3 days ago - 9:43am 3/28/17
Deal Ready for Review

46822 Main Street, Oakdale MN 55118 ready for review

3 days ago - 9:21am 3/28/17
Deal Ready to Finalize

9019 Terra Verde Trl, Eden Prairie MN 55347 ready to finalize

3 days ago - 9:04am 3/28/17
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3 days ago - 9:04am 3/28/17

Recent Deals

46822 Main Street, Oakdale MN 55118

4 Tasks were added

3 days ago - 9:21am 3/28/17
1175 Glendon St, Maplewood, MN 55119

2 Documents added and 2 Tasks completed

3 days ago - 9:21am 3/28/17
9019 Terra Verde Trl, Eden Prairie MN 55347

Deal was created

3 days ago - 9:21am 3/28/17
2397 Maple Grove Rd, Plymouth MN 55365

Deal submitted to Broker

3 days ago - 9:21am 3/28/17
46822 Main Street, Oakdale MN 55118

Added a comment to Deal

3 days ago - 9:21am 3/28/17
9019 Terra Verde Trl, Eden Prairie MN 55347

Deal details edited

3 days ago - 9:21am 3/28/17