Download a Transaction Checklist (for Transaction Coordinators)

Introduction

Checklist tasks nearly always contain information essential to managing critical contract and timeline dates and deadlines, necessary for bringing transactions to a timely and successful close. Use downloadable checklist timelines to collaborate and share these important dates with agents, buyers or sellers, team members, or clients (for TCs), including contacts who don't have access to your Paperless Pipeline account. 

Who Can Do This?

Only master admins and admins with permission to Fully Manage Checklists and Templates can download transaction checklists.

Download a Transaction Checklist 

To download a transaction checklist:

1. Go to a transaction's Checklists area.
2. Hover over the Checklist Name and click the [Download icon].

View the Download

To view the downloaded checklist:

1. Open the downloaded checklist in your preferred app for spreadsheets.