Transaction closing checklist for brokerages
A checklist on every file, built from your office's own list, that agents fill by dropping their documents on it and the office approves line by line.
The screens on this page are the real product, running on an invented office.
Every brokerage has a closing checklist, whether it is a printed sheet, a column in a spreadsheet or the office manager's memory: the purchase agreement, the disclosures, the addenda, the inspection paperwork, the settlement statement. Knowing what belongs on the list is rarely the problem. Knowing, for every open file at once, what is still missing is.
Your checklist, on every new file
Checklists is where the office edits the document checklists a new file is given. It shows what a change does to files already open, so a new line does not quietly appear on a deal that is closing tomorrow. A checklist category can have its own subfolder in Drive. Agents meet the checklist on their file, not on that screen.
Agents drop the stack, documents find their lines
An agent drops the whole stack of documents on the file. Each document is matched to its checklist line. A name the match is not confident about is left unmatched for a person to place, rather than guessed. On a phone, an agent's open file leads with the documents still owed, and My desk lists every document still owed across their files.
The office reviews, then the broker closes
A file moves through Draft, Submitted, In review, Final review, Closed and Paid & archived. An agent or an assistant hands a file in. The broker-owner and the office manager review it, approving one document or every uploaded document in one press. Office desk sorts the day into Needs you, Waiting on agents and This week, so the office works the files that are actually waiting on it. At final review the broker-owner closes the file on the closing sheet, where the figures are.
Deadlines beside the documents
Calendar plots the dates on the files each person can see: closing, listing, possession, acceptance, inspection and offer. Overdue dates come first, and on a phone it opens as an agenda. A listing's expiry shows only while the file is still open.
Where the documents live
Once the broker-owner connects Google Drive, each file gets its own folder: your brokerage's Transactions folder, then the year the file was opened, then a folder named for the address and the agents. A document passes through to Drive and is not kept on Deskwork's servers; Deskwork keeps the checklist and the file name. Agents can open their own file's folder in Drive when the office shares folders with the agents on each file, which is the default.
Questions brokers ask
Can we use our own checklist?
Yes. Edit the checklists on the Checklists screen. New files are given them, and the screen shows what a change does to files already open.
What happens to a document Deskwork cannot match?
It is left unmatched for a person to place on the right line. Deskwork does not guess a line for a name it is not confident about.
Are our documents stored on Deskwork's servers?
No. Documents go to your brokerage's own Google Drive. Deskwork keeps the checklist and the file names. The one exception is a picture chosen as the file's photo, which is kept with the file.
Try it on your own office
Set up a plan, file a deal and close it before you decide. A desk you set up yourself through the signup page is free. If we set up your desk with you, what your brokerage pays is set out in our written agreement with you. Read about pricing.
Sign up free Have us set it up