Stage-driven templates
Mandate-signed triggers one checklist; offer-accepted triggers another.
Checklists for every deal stage.
Each deal auto-generates the right checklist, FICA collection, bond application, inspection, so nothing slips while you're juggling eight deals.

Mandate-signed triggers one checklist; offer-accepted triggers another.
Admin tasks route to admins; agent tasks stay with the agent.
Reminders keep high-stakes tasks (finance deadline, inspection booking) on schedule.
Yes, every stage checklist is editable at the agency level, with optional per-agent overrides.
External tasks (e.g. client-side "send us your ID") can be sent as secure links; no user account needed.
Yes, a morning email summary of what's due today and what's overdue. Opt-in per user.

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