Automatically Apply Checklist- Rule Based

Thank you so much for providing this information - this is super helpful! I've included this feedback for our team to review. Have a great day!

I would give the brokerage a tool with the ability to create custom questions and assign checklist based on the question responses. Similar to the way call routing systems work. Quick example below. Based on the answers chosen, the correct checklists would be automatically applied, thus eliminating incorrect checklist selection errors by agents and not recognized by the brokerage’s auditor during the file review process.  

First Question

Property Type (select one)

• Residential
• Commercial
• Lot/Land
• Mobile Home

Second Question

Is this your listing?

• Yes
• No

Third Question

Is this a For Sale By Owner transaction?

• Yes
• No

Fourth Question

Do you represent Both Buyer and Seller?

• Yes
• No

Fifth Question

Is this a Short Sale transaction?

• Yes
• No

Sixth Question

Agency Representation Type

Buyer Agent

Transaction Licensee

Unrepresented

Lastly, it should be built with multilayer questioning ability. So an answer to one question could trigger another set of questions which leads to the correct checklist application.

Hi there!

Kylee from the Product team here at SkySlope. Thank you for reaching out! I think this is an excellent idea. What kinds of questions for the agent would you envision as part of this workflow? Looking forward to hearing from you soon!