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Checklists

A checklist for every stage, and one for your client

Every listing has a hundred small jobs, and the one that gets missed is the one nobody wrote down. Listing Launchpad keeps a checklist on each listing that follows its status, lets you save the way you work as a template, and gives your seller or buyer a checklist of their own.

Start your checklist free

In short

Transaction checklists in Listing Launchpad follow a listing through five stages: Pre-Listing, Digital and Print, Going Live, Accepted Offer and Closing. You can build your own templates or start from a 215-item launch playbook, and seller and buyer checklists go to your clients through their share link, with reminder emails a week and a day before closing.

Checklists that follow the listing

Each listing has a checklist for each of five stages: Pre-Listing, Digital and Print, Going Live, Accepted Offer and Closing. The listing's status decides which stages are live, so a new listing shows prep work and a firm deal shows closing work.

Add, rename, group and reorder items, add a note to any of them, and hide what is already checked. Open items from every listing also appear on your Today screen, a few per listing, and you can tick them off right there.

Your way of working, saved

When a listing's checklist is the way you like it, save it as a template and start the next listing from it. The template is copied onto each listing, so changing one listing's list never changes another's.

If you would rather not build from scratch, start from a Starter Pack. The Full-Service Launch Playbook has 215 items covering the whole run from listing appointment to closing, and you can trim it to fit. Your brokerage's board default is there too.

Checklists for your sellers and buyers

Clients get checklists of their own, separate from yours. Every listing gets a seller checklist, and you can make a buyer or seller checklist for a client who does not have a listing with you yet.

You send it through the client's share link, which opens their portal. They tick items off, add notes, add up to 50 items of their own and reorder them. With a closing date set, they see a countdown, and reminder emails go out seven days and one day before closing, with an optional copy to you.

What you get

  • ✓ Five stage checklists that follow the listing's status
  • ✓ Groups, notes, reordering and hide-checked on every list
  • ✓ Save any listing's checklist as your template
  • ✓ The 215-item Full-Service Launch Playbook to start from
  • ✓ Open items on your Today screen, tickable in place
  • ✓ Seller and buyer checklists your clients tick off themselves
  • ✓ Closing countdown and reminders a week and a day before closing

Frequently asked questions

Can I reuse my checklist on my next listing?

Yes. Save the current checklist as a template from the template menu, then apply it to any new listing. Each listing gets its own copy.

Do my clients get reminders?

Yes. Once the closing date and the client's email are set, they get a reminder seven days and one day before closing. You can copy yourself on them.

Can clients add their own items?

Yes, up to 50. They can reorder and remove the items they added, and tick off yours.

Can clients see my own listing checklist?

Not by default. Your stage checklists are hidden from clients; they see the seller or buyer checklist you send them.

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