Workflow Templates: Real Estate Transaction Checklist

Determine client's needs and preferences

Review market analysis and identify potential properties

Prepare a realistic budget and secure pre-approval for financing

Draft the offer letter with terms and contingencies

Review and negotiate the purchase agreement

Submit offer and await response from seller

Conduct a thorough property inspection

Review and verify property title and history

Obtain and review all necessary disclosures

Finalize mortgage details with the lender

Order and review property appraisal

Secure homeowners insurance and title insurance

Schedule closing date and venue

Review closing documents and final closing statement

Coordinate final walk-through of the property

Record the deed and transfer utilities

Store all transaction documents securely

Follow-up with client for any post-closing issues or needs

Real Estate Transaction Checklist