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Create Submission Plan or Activities Checklist

Last Updated: Oct 09, 2015 11:57AM MDT

Build plans for your brokerage that your agents can then apply to their transactions, completing the required tasks for a particular deal. As an agent you can use this feature to create your own checklists for all the types of deals you do!

Activity Plan Builder allows you to create activities checklists and plans that are right for you as an individual agent or for brokerages creating plans for their agents. Follow the steps below to create the perfect activity plans for your needs.

Note: For help creating plans check out a blog post by CMO Kelley Skar

1. Click on the Activities tab and then Activity Plan Builder.

2. Click Create Plan Template.

3. Fill out the Plan Template information.

4. Click create.

5. Add activities to your new plan.

6. Add Activities to your New Plan.

7. Click Create.

8. You can add, remove and edit activities at any time.


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