Q: For those of you who use Realvolve for transactions, what are you doing for a checklist of the Documents you need for your file and how are you identifying them as complete? I know the workflow allows you to create a "Checklist" as an activity but are you using that for your entire broker checklist? Are you also storing all your transaction documents within RV or storing them elsewhere?
A: I use checklists in RV and store docs in Google Drive.
A: Realvolve allows you to make lists. We use this to keep track of docs. Any docs missing after a certain period of time will come up as a notification email.