The broker wants fewer surprises
Maintenance records are not just back-office hygiene. They influence buyer confidence and the pace of follow-up questions.
A packet that clearly names what is known and unknown can reduce the scramble after diligence begins.
The useful package is compact
Brokers do not need a thousand raw files in the first pass. They need a clean summary with source documents available behind the summary.
That means asset readiness, recent service log, certificates, vendor summary, and gap list.
Turn broker feedback into product feedback
If brokers repeatedly ask for a specific record type, the product should make that field easier to capture.
This is why Steward treats broker checklists as a referral and product-learning channel.