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Real Estate Earnest Money Checklist
Deposit deadlines, delivery, confirmation and records
Earnest money mistakes can put a contract at risk. This checklist covers the deposit from offer to closing or release.
Best for: Agents and coordinators handling earnest money deposits.
3-page PDF · 18 checklist items · key dates and notes sections
$2.99
Or get all 15 checklists for $19.99 with the Complete Bundle.
What's inside
1. In the Offer · 4 items
- Agree on the earnest money amount
- Name the holder (brokerage, closing attorney, title company)
- + 2 more in the PDF
2. Delivery · 4 items
- Share the deadline with the buyer the day the contract is accepted
- Confirm delivery instructions directly with the holder by phone
- + 2 more in the PDF
3. Confirmation · 4 items
- Obtain the earnest money receipt
- Send the receipt to the other agent
- + 2 more in the PDF
4. If Something Changes · 4 items
- Document any amendment to the amount or deadline
- If the contract terminates, follow the contract's release procedure
- + 2 more in the PDF
5. At Closing · 2 items
- Confirm earnest money is credited on the settlement statement
- Confirm the holder transfers funds to the closing office if required
Key dates you'll record
Binding Agreement Date · Earnest money due · Receipt received · 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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