Abstract

A configurable checklist engine for real estate document collection that maintains per-transaction-type requirement definitions specifying required documents, acceptable file formats, expiration rules, and submission deadlines. The engine tracks completion percentage across all parties in a transaction by comparing submitted and verified documents against the active checklist. Transaction types include residential purchase, commercial lease, refinance, and 1031 exchange, each with distinct document requirement sets that administrators can modify without code changes.

Creative Commons License

Creative Commons License
This work is licensed under a Creative Commons Attribution 4.0 License.

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