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)
Action Items can be marked complete by your team, or by the buyer if allowed.
Completing Action Items
Navigate to Action Items
From the Homes index, open a property and select Action Items from the left-hand menu.
Select the item
Click the Action Item that has been completed.Mark as done
Click Mark as Done.
The item moves to the Completed section for both you and the buyer.
