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Real estate transaction checklist template 

Real estate transaction checklist template 

Manage your real estate transactions effectively with our comprehensive checklist. Track tasks, ensure compliance, and facilitate successful closings. Download your free PDF from Lumiform today!

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Real estate transaction checklist template 

Manage your real estate transactions effectively with our comprehensive checklist. Track tasks, ensure compliance, and facilitate successful closings. Download your free PDF from Lumiform today!

Use this template with Lumiform

  • Customize this template or build your own
  • Fill out templates via mobile app
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

Our real estate transaction checklist template gives you complete oversight of property deals from contract to closing. Unlike generic checklists, this template organizes the transaction into clear phases—initial setup, documentation, financials, inspections, title work, and closing—with automated deadline tracking to prevent costly errors.

According to the National Association of Realtors, over 20% of real estate transactions experience settlement delays, often due to preventable issues. With this digital template, you’ll avoid becoming part of that statistic by maintaining visibility across every critical milestone, ensuring nothing falls through the cracks during your transactions.

Related categories

  • Operational excellence templates
  • Real estate templates
  • Templates for business processes

Created by

Author Name Oti Francis
Preview of the template
Real Estate Transaction Checklist
Schedule of Contractual Requirements
Requirements
Deadline
Opening
Listing Agreement
Buyer's Pre-Qualification
Purchase Agreement and Attached Forms
Seller Counter Offer
Buyer Counter Offer
MLS Sheet- Full Agent Sheet
Receipt of Initial Deposit
FHA/VA Amendatory Clause
Wire Fraud Advisory
Disclosures and Reports
Choose YES if the process/document has been accomplished already; NO if not yet completed; and N/A if the process/document is not necessary.
Agency Disclosure Report
Natural Hazard Disclosure Report
Natural Hazard Disclosure Statement
Real Estate Transfer Disclosure
Residential Earthquake Hazards Report Signature Page (if applicable)
Seller's Questionaire (SPQ)
Afilliated Business Disclosure Statement
Statewide Buyer and Seller Addendum (optional)
Water Conserving Plumbing Fixtures and Carbon Monoxide
Inspections, Reports, Clearances, and Repairs
Choose YES if the process/document has been accomplished already; NO if not yet completed; and N/A if the process/document is not necessary.
Contingency Removal (when applicable)
Property Inspection Report
Buyer's Request for Repairs
Seller's Reply to Request for Repairs
Physical Inspection Waiver
Termite Inspection
Termite Completion (if applicable)
Escrow Company
Escrow Company
Address
Escrow Officer
Date Schedules for Close of Escrow
Signatures
Buyer's Name and Signature
Signing Date
Contact Details
Buyer's Agent
Name and Signature
Signing Date
License Number
Contact Details
Buyer's Attorney
Name and Signature
Signing Date
License Number
Contact Details
Seller's Name and Signature
Signing Date
Contact Details
Seller's Agent
Name and Signature
Signing Date
Contact Details
Seller's Attorney
Name and Signature
Signing Date
Contact Details
This template was downloaded 34 times

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Frequently asked questions

What information should I include in the initial setup phase of the real estate transaction checklist?

The initial setup phase should include client contact details, property information, key transaction dates, and stakeholder information (lender, inspector, title company). Include the purchase price, earnest money amount, and all contractual deadlines. This creates your transaction foundation and ensures you have all contact information readily available when needed.

How can this checklist help prevent missed deadlines in real estate transactions?

This checklist organizes deadlines chronologically and by responsibility, giving you clear visibility of approaching milestones. You can set automatic reminders for critical dates like inspection periods, loan contingencies, and document submissions. The visual progress tracking helps you identify potential bottlenecks early, allowing you to proactively address issues before they cause delays.

Can I customize the real estate transaction checklist for different property types?

Yes, the template includes modifiable sections for residential, commercial, and investment property transactions. You can add specific requirements for condos (HOA documents), commercial properties (environmental assessments), or investment properties (tenant estoppel certificates). The flexible structure allows you to create property-specific workflows while maintaining consistent documentation standards.

Author
Oti Francis
Oti Francis is a versatile Content Writer specializing in B2B and B2C content. Passionate about using content to drive audience engagement, brand ROI, and business success, Oti excels in creating impactful, SEO-optimized materials. At Lumiform, they contribute to enhancing workflow automation and operational excellence, bringing creativity and strategic insight to every project.
This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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