Checklists help a team keep track of tasks and required documents within a transaction. Checklist tasks can be assigned to certain roles and can have both absolute due dates and due dates relative to other key dates.
Also known as Also known as "Buyer's Agent" or "Buying Agent" - this person is a real estate agent that shows homes and matches buyers to homes. They work hand-in-hand with “listing agents” who have a contract with a person or banks to list their property on the market.
Tasks are items on a checklist that help a team keep track of required documents and other deliverables for a transaction. Tasks can be assigned to certain roles and can have both absolute due dates and due dates relative to other key dates.
A transaction in Paperless Pipeline is the container for all things (docs, notes, checklists, contacts, financial info) related to a real estate transaction in your office. A transaction normally progresses through several statuses until it is closed or terminated.