Document Checklist Agent
Generates the required document list per transaction and tracks submission by each party — no one can say they weren't told.
A workflow template for a scoped build. Integrations, permissions and outcomes are confirmed with your team; this page is not a claim of an already deployed client system.
The work it handles
Generates the required document list per transaction and tracks submission by each party — continuously, in your systems, in your tone.
In real estate, generates the required document list per transaction and tracks submission by each party — no one can say they weren't told — but doing it manually does not scale. Document Checklist is the kind of work that piles up when nobody has dedicated time for it. Context is scattered, SLAs slip, and your team ends up on repeat work instead of the decisions that matter.
How it works
Document Checklist connects to Documents, Transactions, Funda and your ops & reporting stack. It reads your rules, brand voice and live data — then generates the required document list per transaction and tracks submission by each party — no one can say they weren't told. Exceptions land with your team; everything else runs without another dashboard to check.
- Asset received — Documents · queue intake
- Check against rules — Transactions · brand & policy
- Flag deviations — Issues marked · brief attached
- Approve or block — Clean output · team notified
What it can deliver
- Documents
- Transactions
- Approved assets
- Issue reports
Potential integrations
Documents · Transactions · Funda · Salesforce · Exact Online · Shopify
Access and support are confirmed during scoping. Consequential actions follow the agreed approval rules.
Ownership and operation
Enterprise builds include the agreed code and documentation in your environment. Your team can operate the system, or scope ongoing 187N support.
Review security and data flows ↗Related workflows
Your next operating asset