Assigning checklists

There are 4 core steps to the Brokermint process:

  1. Create a Transaction;
  2. Assign a Checklist;
  3. Upload Documents;
  4. Submit documents for Review;

Once the transaction has been created you need to assign an appropriate checklist. This is something that your admin has created for you. There will be a place for each document that is needed for the transaction.
To assign your checklist, you will need to select the +add link under the Checklists tab within the required transaction. 

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Then you should select the checklist you will need to use for this specific transaction. You can populate the "Listing date/Acceptance date" if you want, if you do not, go ahead and click the Add button.

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Once the checklist has been assigned you will see a list of tasks and documents that should be completed. 

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If there are multiple checklists that you need to assign for this transaction you can add additional ones by repeating the process and selecting the +add link under the Checklists tab.

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