AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Checklist3 - Flexible, Efficient Task Management & Collaboration Solution

Ready, Set, Done! Fast-Track Multi-Step Approvals & Speed Up Complex Tasks

Overview

Ready, set, done! ✅Streamline Approvals ✅ Simplify Collaboration ✅ Speed Up Task Completion Checklist3 helps mortgage lenders, private equity firms, real estate companies, underwriting teams & other businesses use SF to work smart & move fast.

1 of 8

  • ✔ Platinum Cubed specializes in Salesforce solutions for real estate, mortgage lending, private equity, insurance & other financial services businesses.

  • ✔Checklist3 speeds up complex tasks involving multiple steps, multiple approvals & multiple documents

  • ✔Checklist3 is Salesforce-native and designed with ease-of-use in mind. It’s easy for business users to set up and get going — no IT project required!

  • ✔Clear status updates + easy access to relevant documents help you say goodbye to approval delays, missing files & messy spreadsheets

  • ✔Simplified internal processes + streamlined external collaboration powered by Salesforce Experience Cloud

  • ✔ Save time & improve accuracy with features like customizable templates, recurring task management & built-in task dependencies

  • ✔Checklist3 is a flexible, scalable solution for real estate & private equity companies looking to speed up due diligence process without sacrificing rigor.

  • ✔Checklist3 helps mortgage & lending teams seamlessly collect documents and manage approvals needed for underwriting and loan qualification

  • ✔Checklist3 helps companies in all industries improve customer onboarding, vendor management, compliance, licensing & other recurring processes involving multiple steps and stakeholders

Looking for a solution to help make your processes faster, more efficient, and better for team members, partners, vendors, and customers? Inspired by popular demand and years of experience, Checklist3 by Platinum Cubed is a flexible, scalable solution designed to help your team use Salesforce to: ✓Set up and complete multi-step checklists ✓Secure multiple approvals quickly ✓Collaborate internally and with 3rd parties ✓Collect, review, organize & share documents ✓Keep up with deadlines, next steps & completion status ✓Streamline, automate & improve your processes Checklist3 Benefits: ✓Time & money savings ✓Improved accuracy & fewer mistakes ✓Better experience for everyone involved Checklist3 Features: ✓Customizable templates ✓Recurring task management ✓Built-in task dependencies ✓Status updates ✓Detailed reporting ✓Document organization & sharing ✓Task automation Checklist3 is ideal for: ✓Real Estate ✓Private Equity ✓Mortgage & Lending ✓Companies with processes requiring multiple steps, stakeholders & approvals Checklist3 Use Cases: ✓Underwriting ✓Mortgage & Loan Approvals ✓Due Diligence ✓Compliance ✓Vendor & Customer Onboarding ✓Vendor Management ✓Licensing

Categories

Business Needs
Collaboration
Contract Management
Document Management
Industries
Engineering, Construction, & Real Estate
Financial Services
Healthcare & Life Sciences
Personas
Administrator
Business Operations Manager
Business User
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Community Builder
Managed Package
Lightning App Builder

More from Platinum Cubed

  • StackRE - Visual Stacking Plan by Platinum Cubed
    by Platinum Cubed
    No Ratings
    StackRE is a free stacking plan tool that helps commercial real estate management companies use Salesforce to visualize key leasing and occupancy details and make smart decisions that lead to fewer vacancies, happier tenants, and higher returns.

  • Platinum Cubed - Salesforce Partner for Real Estate & Financial Services
    by Platinum Cubed
    We're a full-service Salesforce Implementation Partner offering implementation, advisory, integration, and managed admin solutions to real estate and financial services businesses. We go above and beyond to help you achieve the outcomes you want.