Build Templates Here

Create checklist templates for each state and transaction type. Mark items as Required or Optional. Required items must be uploaded and approved before the deal can be fully closed.

Agent Selects Checklist on Active Deal

When a deal goes under contract, the agent picks the appropriate checklist template from their dashboard. The checklist items populate on the deal card.

Agent Uploads Documents

For each checklist item, the agent uploads the document directly from their dashboard. You and the assigned TC are notified immediately.

Broker Reviews & Approves

You review each uploaded document and mark it Approved or Rejected (with a rejection reason). The agent sees the status in real time.

Progress Bar Tracks Completion

A progress bar on the deal shows X/Y items approved. When all required items are approved, the deal is marked Compliant and the CDA workflow can proceed.