Required vs. Optional & Inbox Routing

This page explains how to control compliance and workflow by marking checklist items as Required or Optional and routing them to the appropriate Inbox for review.

Every checklist item can be flagged as Required or Optional, giving Admins control over compliance expectations. In addition, each item routes to a specific Inbox, which determines which admin or team is responsible for reviewing it when an agent submits it for approval. This setup ensures both compliance clarity and workflow efficiency.

Marking Items as Required or Optional

Step 1: Navigate to Deals Settings > Checklists and open your checklist.

Step 2: In the Required? column, check the box to mark an item as Required.

• ✅ Required → Must be submitted by agents before the deal can progress.

• ⬜ Optional → Not mandatory, but available if applicable.

Marking items correctly ensures that agents cannot skip documents critical for compliance, while keeping flexibility for deal-specific variations.

Routing Checklist Items to Inboxes

Locate the Inbox field beside each checklist item.

By default:

• Listing checklist items route to the Listing Inbox.

• Contract checklist items route to the Contract Inbox.

To override, click the Inbox dropdown and select or create a custom inbox.

• Example:

  • MLS Printout → MLS Compliance Inbox

  • Termination Notice(s) → Escrow Release Inbox

Inboxes act like review queues. Each can be monitored by a dedicated admin or team (e.g., Compliance, Escrow, Accounting), ensuring tasks are handled by the right people.