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Transaction Checklist

$27.00

A printable transaction management system for real estate agents: listing-side and buyer-side checklists (83 tasks), file cover sheet, document tracker, key dates, contacts, communication log, compliance and follow-up. 28 pages, A4 + US Letter, colour + ink-saver, fillable.

  • 28 pages
  • 83 checklist tasks
  • 6 fill-in sheets
  • Filled examples
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Description

Every deadline, document and task — one file system

Listing to closing: every task, document and date.

  • 28 pages
  • 83 checklist tasks
  • 6 fill-in sheets
  • Filled examples

Get Transaction Checklist · $27

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You’re here because…

  • An offer was just accepted — or a listing agreement just signed — and the clock started.
  • You are running several files at once, and each one has its own deadlines, people and paperwork.
  • The details live in texts, emails, sticky notes and your head.
  • You know how it goes wrong: a contingency deadline missed by a day, a disclosure never signed, a lender update lost in a thread.
  • And at 11 p.m. you ask yourself: "Calendar days or business days? Did I send that before 5 pm?"

This printable runs every file the same way: a listing-side and buyer-side checklist from first meeting to post-closing, a file cover sheet, document tracker, key-dates calculator sheet, contacts, communication log, a "deadline slips" plan, a compliance checklist and a follow-up schedule — a filled example before every blank.

What it does for you

An offer is accepted and the clock starts: deposit, disclosures, inspection, appraisal, financing, title, closing. With several files open, the details end up in texts, emails and sticky notes, and one missed deadline or unsigned form is all it takes to put a deal at risk.

This printable runs every file the same way. Open it with a cover sheet, contacts and a key-dates sheet calculated from the contract. Work the listing-side or buyer-side checklist stage by stage, track every document, log every change, and use the "deadline slips" table when something moves. Finish with a compliance checklist and a follow-up schedule. Filled examples come before every blank. Templates and tools. Results depend on your market and your work.

What’s inside

Listing-side checklist6 stages, 46 tasks
Buyer-side checklist5 stages, 37 tasks
File cover sheet with stage tracker
Document tracker18 documents + US / UK / Canada names
Key dates & deadlines sheet with the arithmetic shown
Parties & contacts and communication log
Contract-to-close timeline and "deadline slips" table
Compliance checklist and closing-gift follow-up schedule
Filled example before every blank

A look inside

Transaction Checklist: inside page 1
Transaction Checklist: inside page 2
Transaction Checklist: inside page 3
Transaction Checklist: inside page 4

How it works

Open the fileCover sheet, contacts, key dates
Run the stagesTick and date every task
Close cleanlyCompliance check and follow-up

Made for

  • Agents and realtors running several files without a transaction coordinator
  • Newer agents who want one standard routine from listing to closing
  • Teams and assistants who need every file set up the same way

Format

  • PDF · A4 + US Letter
  • Colour + ink-saver versions
  • Fillable fields
  • Print one set per file
  • Instant download

Questions

Can I fill it on screen?

Yes. The PDFs are fillable on screen, or print them at home. Both A4 and US Letter are included.

How many copies can I print?

As many as you need for your own use.

Does it work where I live?

It is written for the US, UK and Canada in plain language. Rules differ by country, state and province, so every tool tells you what to check locally.

When do I get it?

Straight after checkout: you get a download link by email and on the confirmation page.

Get more for less

This product alone is $27. Or upgrade and save.

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Best value for agents

The Realistely Pro Agent Suite

Transaction Checklist + 13 more tools + Start Here + bonus

$197$484Save $287

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Same instant download · Digital download · All sales final

Transaction Checklist

Listing to closing: every task, document and date.

Get it now · $27

Instant download · Digital download · All sales final

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Transaction ChecklistDigital download · All sales final
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