Checklists

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
• The initials of its creator 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
   • [Optional] Document type — choice to link the checklist item to a specific form type
   • [Optional] Set as required — whether this checklist item must be completed or not
   • Guidance — optional help text explaining what’s needed
4. Click Add Item

For both checklists and checklist items, you can:

1. Edit or delete them
2. Set them as active or as 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:

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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. Click Assign

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, click the Waive button on the right side of the checklist item.

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Changing or removing a checklist

Click on the three dots icon 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

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Compliance review

If your organization uses compliance, admins and TCs can review checklist items and mark them as Approved or Rejected. See Compliance for the full workflow.

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FAQ