
Real Estate Agent Buyer Checklist
From first consultation through closing: financing, property search, offers, inspections and final walkthrough.
5 pages · 60 checklist items · PDF
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Detailed, professionally formatted checklists for agents and transaction coordinators, organized by transaction stage, with space for key dates and notes.
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All 15 checklists in one ZIP download, with every PDF also available to download individually. The same branded files sold separately.
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From first consultation through closing: financing, property search, offers, inspections and final walkthrough.
5 pages · 60 checklist items · PDF

Listing preparation, marketing, offers, contract deadlines and closing for every seller.
5 pages · 52 checklist items · PDF

A complete transaction coordination workflow from file setup through post-closing compliance.
5 pages · 52 checklist items · PDF

Contract execution, earnest money, inspections, financing, appraisal, title, walkthrough and closing.
4 pages · 36 checklist items · PDF
Track contract dates, deadlines, documents, contingencies and follow-up tasks across every deal.
4 pages · 37 checklist items · PDF

Daily responsibilities, follow-ups, document reviews and communication tracking.
4 pages · 32 checklist items · PDF

Buyer-side tasks and deadlines once a contract is accepted.
4 pages · 33 checklist items · PDF

Seller responsibilities and milestones after accepting an offer.
4 pages · 29 checklist items · PDF

Final documents, funds, keys, utilities and transaction completion.
4 pages · 30 checklist items · PDF

Property preparation, photography, pricing research, disclosures and marketing readiness.
4 pages · 27 checklist items · PDF

Inspection scheduling, reviewing findings, repair negotiations and critical deadlines.
3 pages · 24 checklist items · PDF

Deposit deadlines, delivery, confirmation, receipts and documentation.
3 pages · 18 checklist items · PDF

Scheduling, preparation, appraisal milestones and follow-up.
3 pages · 17 checklist items · PDF

Property condition, agreed repairs, appliances, fixtures, utilities and final verification.
4 pages · 24 checklist items · PDF

A beginner-friendly workflow to help newer agents stay organized throughout a transaction.
4 pages · 23 checklist items · PDF
A transaction has dozens of steps owned by different people. A consistent checklist keeps deadlines visible, makes hand-offs clear, and helps you spot what is still waiting before it becomes urgent.
TransactTHAT turns your contract dates into a task list, reminds you before deadlines, and keeps documents, contacts and notes with each transaction.
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