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Checklister

Enhance your real estate closings with our Checklist Template. Customizable and app-integrated, it's ideal for transaction management, agent training & Closing

Real Estate Closing Checklist

Client Information

Full Name

Contact Number

Email Address

Address of Residence

Preferred Method of Contact

Initial Client Meeting

Date of Meeting

Client's Real Estate Goals

Budget or Selling Price Expectation

Desired Timeline for Transaction

Property Information (If Selling)

Property Address

Year of Construction

Total Square Footage

Number of Bedrooms

Number of Bathrooms

Parking Facilities

Heating and Cooling Systems

Recent Renovations or Upgrades

Market Analysis and Pricing

Comparative Market Analysis Completion Date

Recommended Listing Price

Client Approval of Listing Price

Listing Agreement (If Selling)

Listing Agreement Signing Date

Duration of Listing

Commission Percentage

Property Marketing (If Selling)

Professional Photography Date

Listing Description Completion

Listing Publication Date

Open House Dates

Buyer's Property Search (If Buying)

Property Preferences

Preferred Neighborhoods

Must-have Features

Property Viewing Schedule

Offer and Negotiations

Offer Submission Date

Counteroffer Details

Final Offer Acceptance Date

Contract and Legal

Purchase/Sale Contract Signing Date

Disclosure Documents

Attorney Review Completion (if applicable)

Financing and Appraisal (If Buying)

Mortgage Pre-approval Letter

Loan Application Submission Date

Appraisal Order and Completion Date

Inspections

Home Inspection Schedule

Inspection Contingency Removal Date

Additional Inspections

Closing Preparations

Closing Agent Contact Information

Final Walk-Through Schedule

Closing Date

Closing Process

Closing Documents

Funds Transfer Completion

Keys and Property Handover Date

Post-Closing

Feedback Collection from Client

Referral Request Date

Follow-Up Schedule for Future Check-ins

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