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Checklists help you track which documents are needed for a deal and whether they’ve been completed. They’re especially useful for brokerages with compliance requirements or teams that follow a standard document set across transactions.

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Viewing checklists

Go to Checklists in the sidebar to see all checklists. Each one shows:
  • Checklist name
  • Number of items
  • Active or Inactive status
  • Who created it and when it was last updated
Click any checklist to see its items.

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Creating a checklist

Admins and TCs can create checklists:
  1. Go to Checklists and click Create Checklist
  2. Enter a name (e.g., “Standard Purchase Checklist”)
  3. Click Create

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Adding items

Once created, add items organized by document category:
  1. Open the checklist
  2. Click the + button on any category (Buyer Agreement, Sales, Listing, Disclosures, Reports, Miscellaneous, Closing)
  3. Fill in the item details:
    • Document name — what the item is called
    • Document category — which section it belongs to
    • Document type — optionally link it to a specific form type (enables auto-matching)
    • Required or optional — whether this item must be completed
    • Guidance — optional help text explaining what’s needed
  4. Save
You can edit, delete, or reorder items at any time. Toggle items or entire checklists between Active and Inactive.

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Importing from SkySlope

If you have SkySlope connected, admins and TCs can import checklists directly:
  1. Go to Checklists and click Import from SkySlope
  2. Choose Sale or Listing
  3. Select a SkySlope transaction — the checklist items are pulled from that transaction’s activities
  4. Preview the items and edit the checklist name if needed
  5. Click Import
The imported checklist is created as a template you can assign to any deal. You can edit items after importing to adjust categories or requirements.

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Using checklists on a deal

On any deal’s Documents page, click the Checklist button to open the checklist panel on the right side.

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Assigning a checklist

  1. Click Assign Checklist
  2. Select from your active checklists
  3. The checklist items appear, grouped by category

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Tracking progress

The panel shows a progress bar with how many required items are complete. Each item has a status:
StatusWhat it means
PendingNot yet linked to a document
SatisfiedA document has been assigned to this item
WaivedMarked as not needed for this deal (with optional notes)

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Assigning documents to checklist items

  1. Click a pending item
  2. Select a document from the deal to satisfy it
  3. The item updates to Satisfied
When you assign a checklist, Oun automatically tries to match your existing documents to checklist items based on document type. Auto-matched items show an “Auto” badge.

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Waiving items

If a required item doesn’t apply to a specific deal:
  1. Click the menu on the item
  2. Select Waive
  3. Optionally add a note explaining why

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Changing or removing a checklist

Use the menu at the top of the checklist panel to Change Checklist (swap to a different one) or Remove Checklist from the deal.

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Who can do what

ActionAdminTCUser
Create/edit/delete checklistsYesYes—
Import from SkySlopeYesYes—
Toggle active/inactiveYesYes—
View checklistsYesYesActive only
Assign checklist to a dealYesYesYes
Assign documents / waive itemsYesYesYes

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FAQ

Yes. Checklists are templates. Assign the same checklist to as many deals as you want — each deal tracks its own progress independently.
New items appear on the deals where that checklist is assigned. Existing satisfied or waived items are not affected.
Each deal has one checklist at a time. You can change to a different checklist from the checklist panel.