Managing Worksteps

We understand that processes and tracking progress on real estate files are key. We allow you full control over the general workflow of your practice (but we provide an initial set up for you) and allow you to customize it for particular clients.

1. (if not already in the Settings - Profile window) Click "Practice" to deploy the Practice menu. Click "Settings" to deploy the Settings menu. Click "WorkSteps"
The steps are divided into four general stages of a real estate file. 1) Conditional (still conditions on the purchase agreement), 2) Pre-Closing (getting everything ready for the day of closing), 3) Closing (things that happen around the time of closing), 4) Post-Closing (task that take place after the close of your transaction)
2. Click on the downward arrow next to the set of worksteps you would like to see.
3. Reorder and adjust worksteps - All worksteps that apply to your practice appear in this screen. The type of file the workstep applies to is set out in the third column (Purchase, Sale, and/or Mortgage).  To determine the worksteps that will apply to your practice - Click the box next to “Active". If the box is marked with a checkmark all future files that are added to the system will have this workstep. If the box is not marked all future files will not have this workstep.
4. To change the order of worksteps - click and hold on the double-sided arrow and drag the step to the desired location in your process.
The change in order will apply to all future files. 

Add a new Workstep

1. Click "+Add" to create a new Workstep.

2. Name the Work Step in the field with the words "Step Name". Choose a name that will mean something to your firm.

3. If you want the step to only apply to one client - Click the button below “Only Client" to deploy a list of clients in your practice. Select the client you would like the workstep to apply to. If the practice has a client that always wants a unique approach to their files this is one way of adding an additional workstep that will always apply to that client. If there are significant differences in the worksteps for a client, we recommend the user set the worksteps at the "Client" level.

4. if you would like a precedent to be associated with your step - Click the button below "Produces Document" to deploy a list of precedents in your practice. Select the precedent you would like the workstep to apply to.

5. Click the box next to "Active" to have the step apply to all future files.

6. Click the button next to the file types you would like the work step to apply to.
7.  To delete a user created step - click the "Remove" button

8. Scroll to bottom of page and click "Save" 

Add, Delete, Modify Worksteps for a Client

Certain clients may require a unique process for their transaction. Through the client menu, you can set up a unique checklist for your client. This is particularly useful for builder clients where you may need some additional steps but not need others that would be standard on a resale transaction.

1. Click "Practice" to deploy the Practice menu. Click “Clients”.
2. Use the Filters or peruse the list to find the client that requires the unique process and click the "Action" button to deploy the client menu.
3. Click "Custom Work Steps"