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. 


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.


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


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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