Creating Checklists

Checklists are the foundation of Deals in Rechat. They define the tasks and documents required for agents to remain compliant.

Step 1: From Deals Settings, select Checklists.

Step 2: Click Create Checklist.

Step 3: Enter a Checklist Name.

Step 4: Add forms, tasks, splitters, and general comments line by line.

Checklist Item Types

Form

• A digitized form that must be completed (e.g., Listing Agreement, Disclosure).

• Can be marked Required or Optional.

• Can be routed to specific Inboxes for admin review.

• Best for contracts and compliance documents.

Generic Task

• A folder for agents or admins to upload documents to.

• Does not require file upload, but possible.

• Best for action items that help keep the transaction moving forward.

Splitter

• A section divider that visually separates checklist items.

• Helps organize longer checklists into logical phases (e.g., “Pre-Listing,” “Under Contract,” “Closing”).

• No action or upload required, purely organizational.

General Comments

• Behaves similarly to Generic Tasks.

• Appears in the checklist but doesn’t require action.

Examples: Listing Agreement, Seller’s Disclosure, Inspection Report(s).