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 report 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 attached files available behind the summary.
That means critical assets, recent service log, certificates, vendor summary, and missing-record 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.