Action Items are used to guide buyers through required tasks and events during the transaction. They provide a clear checklist of what needs to be completed and help keep the closing process on track.
Action Items can represent:
Tasks (for example, submitting a document)
Events (for example, a scheduled site visit)
Pre-selected Action Items are automatically created for each transaction. However, you can create separate action items for individual properties.
Create Action Items
Navigate to Action Items
From the Homes index, open a property and select Action Items from the left-hand menu.Add a new item
Click Add New at the top of the page.Define the Action Item
Title — Enter a clear, descriptive name
Type — Select Task or Event
Due Date — Set a required date
Description — Add instructions or context for the buyer
URL (optional) — Link to an external resource if needed
Buyer can mark as complete — Enable if the buyer should confirm completion in their portal
Create the item
Click Create to add the Action Item.
The Action Item is added to the property and the buyer is notified automatically.