Auto applying checklists to dual-sided transactions

The Dual-sided option allows you to set checklists to be auto-applied to transactions where your office represents both sides of a transaction. Learn more about Managing both sides of a sale within a single transaction (dual-sided transactions) >>

Apply the"Dual-Sided" option

The Dual-sided option auto-applies a checklist to transactions that have both internal listing and selling agents designated. To apply the Dual-sided option:

1. Click [ADMIN/SETTINGS] to access the Admin page.

2. Click [CHECKLISTS] from the left menu.

3. Click [ADD TEMPLATE] or click the [GEAR] icon then [EDIT TEMPLATE] to alter an existing template.

Apply the

4. Click “Automatically apply this checklist to transactions”.

5. Select the Dual-sided option from the "Based on Side" drop down list.

6. Click [SAVE TEMPLATE] to complete the process.

If a transaction with a listing agent later has a selling agent added, checklists with the dual-sided option checked will be auto-applied if the location, status and/or label parameters match.

Note: the dual-sided option is additive and won't override existing auto-apply rules.