New! Insert Mini-Checklists into Any Transaction Instantly

In real estate, every transaction is different, and sometimes one-size-fits-all checklists just don’t cut it. That’s why we launched Milestones as Templates: giving you the power to plug in mini-checklists ad hoc, without cluttering up your standard workflows.

Here’s how you can use them strategically.

Common Use Cases for Milestones as Templates

Broker Opening Package Received?
Instantly drop in a “Preliminary Title Report Review” checklist to track sending the prelim to your client within the compliance window.

Property Has an HOA?
Insert an “HOA Documents Checklist” to manage delivery of CC&Rs, disclosures, and HOA demands — only when the property requires it.

Buyer Using VA Financing?
Add a “VA Loan Checklist” covering VA-specific tasks like ordering VA appraisals or collecting VA addendums, without crowding your main workflow.

And much more!

How to Set Up Milestones as Templates

It only takes a few clicks to start building your own mini-checklist templates inside ListedKit:

1. Go to your Transaction Kits from your dashboard.
2. Find the milestone you want to templatize.
3. Click the three dots next to the milestone and select “Save as Template.”

Now, from any active transaction, you’ll be able to insert that checklist whenever you need it, with due dates auto-calculating if your tasks are linked to critical deadlines.

This setup gives you the flexibility to stay structured and agile — no more bloated checklists, no more missing critical steps mid-transaction.

Closing Thoughts

No two transactions are exactly alike, and now, your workflow doesn’t have to be either. With Milestones as Templates, you can keep your core processes clean while easily adapting to whatever each deal throws your way.

Whether it’s delivering a preliminary title report within a tight deadline, managing HOA documents, or staying on top of VA financing tasks, you’re always one step ahead, without the scramble.