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New Real Estate Agent Transaction Checklist
A beginner-friendly workflow from offer to closed file
A plain-language workflow for newer agents. Use it with your broker's policies to stay organized on your first transactions.
Best for: Newer agents working their first transactions.
4-page PDF · 23 checklist items · key dates and notes sections
Or get all 15 checklists for $19.99 with the Complete Bundle.
What's inside
1. Before You Start · 3 items
- Know your brokerage's required forms and file submission process
- Know who to ask: managing broker, mentor or team lead
- + 1 more in the PDF
2. Getting the Contract Signed · 4 items
- Review every page with your client
- Ask your broker to review your first contracts if required
- + 2 more in the PDF
3. First Week Under Contract · 5 items
- Write down every deadline and set reminders
- Confirm earnest money delivered and receipted
- + 3 more in the PDF
4. Middle of the Contract · 4 items
- Help your client review inspections and negotiate repairs
- Follow appraisal and financing progress
- + 2 more in the PDF
5. Closing · 4 items
- Confirm closing details with everyone
- Review the settlement statement
- + 2 more in the PDF
6. After Closing · 3 items
- Submit the complete file to your brokerage
- Thank your client and ask for a review
- + 1 more in the PDF
Key dates you'll record
Binding Agreement Date · Earnest money due · Inspection / due diligence ends · Appraisal / financing deadlines · Closing date
General guidance for U.S. real estate professionals; not legal advice. Your contract, state law and brokerage policies control.
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