Operations · Feature
Repeatable steps on every deal
Entity checklists from a shared library — attached to listings, transactions, and projects so nothing gets skipped.
The problem
Transaction coordinators reuse the same PDF checklist every file, but nothing tracks completion inside the CRM.
How it works
Build checklist templates in the library, assign them to record types, and launch from Routines or manually on a listing or transaction. Items track completion, assignees, and due dates alongside the deal record.
Library-driven
Maintain one “Listing launch” or “Under contract” checklist for the whole team.
Routine integration
Routines can add checklist instances when milestones hit.
Visibility
Agents and TCs see progress on the record — not in a separate app.
New listing checklist
When a listing record is created, a Routine assigns your standard launch checklist. Marketing, sign install, and MLS live tasks get checked off in SAM as the team completes them.
FAQ
Related
Features
- Routines — Date-triggered playbooks with calculations, checklists, and multi-channel actions — plus AI builders for single routines and full workflows.
- Properties & deals — Properties, listings, transactions, and projects on one address — with section tabs for marketing, showings, offers, repairs, checklists, and Routine-driven milestones.
Try Checklists in SAM
Start a free trial or book a walkthrough with our team.