Manifestly: A Checklist App for Teams

Buyer's Checklist

Essential Information

Financial Information: mortgage pre-approval letter, proof of funds, bank statements, etc.

Legal Documents: copy of the deed, property survey, title insurance, etc.

Home Inspection: review of the inspection report, any follow-up inspections, etc.

Closing

Closing Costs: review of all closing costs and fees, title insurance, etc.

Escrow Account: review of the escrow account, transfer of funds, etc.

Signing Documents: review of documents to be signed, understanding of the documents, etc.

Moving

Moving Date: review of the moving date and timeline, ensuring all items are complete, etc.

Moving Company: selection of a moving company, booking the move, etc.

Utilities: transfer of utilities to the new home, scheduling of installation, etc.

Other

Insurance: selection of homeowner’s insurance, ensuring coverage is adequate, etc.

Home Maintenance: selection of a home maintenance company, scheduling of services, etc.

Home Warranty: selection of a home warranty company, understanding of coverage, etc.

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Closing Checklist

Certification of Title

Obtain and review title search

Verify chain of title

Resolve title issues

Record deed of transfer

Verify title insurance

Inspection

Conduct an inspection of the property

Identify and document any existing discrepancies

Negotiate repair/replacement of any identified discrepancies

Financing

Verify loan approval

Obtain loan documents

Review closing costs

Confirm closing date

Closing

Prepare closing documents

Verify all documents are signed and dated

Collect closing funds

Distribute closing funds

Record deed and transfer

Transfer title

Finalize closing paperwork

Post-Closing

Transfer utilities

Notify post office and tax office of address change

Send closing documents to lender/buyer

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Home Inspection Checklist

Exterior

Roof/Chimney

Siding/Painting

Doors/Windows

Gutters/Downspouts

Driveway/Walkway

Porch/Decking

Interior

Walls/Floors

Ceilings/Crown Molding

Doors/Windows

Fireplace/Stairs

Appliances

Plumbing/Electrical

Structural

Foundation

Framing/Insulation

Crawl Space/Basement

Attic/Roof

Heating/Air Conditioning

Safety

Smoke Alarms/Carbon Monoxide Detectors

Electrical/Wiring

Handrails/Stairways

Ground Fault Interrupter

Swimming Pool/Hot Tub

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Home Maintenance Checklist

Exterior Maintenance

Check roof for damage, missing or loose shingles, and signs of water damage

Check gutters, downspouts and fascia boards for signs of rust, rot, or insect damage

Check windows and doors for cracks, leaks, and other damage

Inspect exterior walls for peeling paint, mildew, and other signs of damage

Inspect decks, patios, and walkways for loose boards, cracks, and other signs of damage

Inspect the foundation for cracks, settling, and other signs of damage

Interior Maintenance

Check walls and ceilings for water damage, peeling paint, and other signs of damage

Check windows and doors for cracks, leaks, and other damage

Inspect all electrical outlets, switches, and wiring for signs of damage

Inspect plumbing fixtures, pipes, and water heater for signs of damage

Check floors for loose boards, warped wood, and other signs of damage

Inspect walls and ceilings for cracks, leaks, and other signs of damage

Appliance Maintenance

Check refrigerator, stove, dishwasher, and other large appliances for signs of damage

Clean the lint filter in dryer

Check washing machine for signs of leaking water

Check water heater for signs of rust, corrosion, and other signs of damage

Safety

Test smoke and carbon monoxide detectors

Check security system for proper operation

Inspect fire extinguishers for proper operation

Check for loose railings, loose steps, and other potential safety hazards

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Home Showing Checklist

Exterior

Landscaping

Condition of the exterior

Overall curb appeal

Location/neighborhood

Interior

Cleanliness

Functionality of appliances

Overall condition

Layout/Size

Lighting

Updates/Remodels

Safety

Smoke/Carbon Monoxide detectors

Functioning door locks

Condition of stairs/handrails

Condition of furnace/HVAC system

Condition of wiring/electrical system

Condition of plumbing

Amenities

Pool/Spa

Garage/Shed

Fitness Center

Community Clubhouse/Recreation Area

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Listing Agreement Checklist

Listing Agreement

Initial Listing Agreement

Property Address

Property Description

List Price

Commission

Listing Period

Term of Agreement

Responsibilities of Brokerage

Responsibilities of Listing Agent

Marketing Plan

Disclosures

Occupancy Agreement

Cancellation Clause

Signatures of Seller and Brokerage

Legal Requirements

Title Report and Legal Description

Property Tax Information

Zoning and Permits

Homeowner and Condo Association Rules

Current Insurance Information

HOA Fees

Listing Agreement Compliance with Local, State, and Federal Laws

Maintenance and Repairs

Property Condition Report

Inspection Reports

Repairs and Maintenance Records

Home Warranty Information

Utility Information

Disclosures

Lead-Based Paint Disclosure

Mold Disclosure

Property Disclosure Statement

Natural Hazards Disclosure

Condominium Disclosure Statement

Hazardous Materials Disclosure

Radon Disclosure

Seller's Disclosure of Property Condition

Transfer Disclosure Statement

Seller's Property Disclosure Statement

Financing

Mortgage Pre-qualification Letter

Proof of Funds or Pre-approval Letter

Loan Estimate

Closing Disclosure

Escrow Documentation

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Marketing Checklist

Target Audience

Identify target audience

Research target audience

Test target audience

Messaging

Develop core messaging

Test messaging

Media Channels

Determine media channels

Design content for media channels

Optimize media channels

Timing

Establish timeline

Schedule content

Monitor results

Budget

Set budget

Assign budget to channels

Track budget

Analytics

Identify metrics

Track analytics

Analyze results

Adjustments

Adjust content as needed

Monitor performance

Make adjustments as needed

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Open House Checklist

Pre-Open House Preparation

Listing information

Property photos

Price and financials

Listing signage

Cleaning and staging

Brochures and other promotional material

Refreshments

Security

Public transportation options

During the Open House

Greet guests

Answer questions

Make sure all areas are accessible

Offer tours of the property

Collect contact information

Follow up with attendees

After the Open House

Follow up with attendees

Update listing information

Remove signage

Clean up property

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Pre-listing Checklist

Pre-Listing Checklist

Gather all legal documents related to the property

Check for any outstanding mortgages

Ensure the title is clear

Determine the current market value of the property

Secure insurance for the property

Take pictures of the property

Check for any home improvements that need to be made

Update any necessary permits or licenses

Conduct a home inspection

Create a list of features and amenities

Research comparable properties in the area

Prepare a marketing plan

Create an advertising budget

Prepare any necessary documents for listing

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Property Listing Checklist

Basic Listing Information

Property Address

Listing Price

Listing Status

Number of Bedrooms

Number of Bathrooms

Square Footage

Zoning

Year Built

Property Details

Property Type (single family, condo, etc.)

Lot Size

Garage/Parking

Heating/Cooling System

Roof Type

Swimming Pool

Property Photos

Exterior Photos

Interior Photos

Amenities Photos

Marketing

Listing Description

Virtual Tour

Floor Plan

Open House Dates

Marketing Materials

Legal

Property Survey

Title Insurance

Restrictive Covenants

Property Deed

Zoning Regulations

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Realtor Onboarding Checklist

Introduction

Complete Realtor Agreement

Orientation/Training

Onboarding/Training Documentation

Insurance/Licensing Requirements

Set Up Office Space

Access to Office Technology & Systems

Access to Client Databases

Access to Realtor Resources

Networking & Professional Development Opportunities

Realtor Tools & Resources

Set Up Payment Options

Receive Realtor Identification Card

Receive Realtor Welcome Package

Set Up Mobile Device

Set Up Online Presence

Set Up Listing Website

Set Up Social Media Accounts

Set Up Email & Calendar

Set Up Client Management System

Set Up Communication & Scheduling Tools

Set Up Accounting & Reporting System

Set Up Listing Management System

Set Up Lead Management System

Set Up Marketing & Advertising Systems

Set Up Transaction Management System

Set Up Online Contract System

Set Up Home Showing System

Finalize Realtor Onboarding Checklist

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Free Checklist Templates for Realtors

Buyer's Checklist

Essential Information

Closing

Moving

Other

Closing Checklist

Certification of Title

Inspection

Financing

Closing

Post-Closing

Home Inspection Checklist

Exterior

Interior

Structural

Safety

Home Maintenance Checklist

Exterior Maintenance

Interior Maintenance

Appliance Maintenance

Safety

Home Showing Checklist

Exterior

Interior

Safety

Amenities

Listing Agreement Checklist

Listing Agreement

Legal Requirements

Maintenance and Repairs

Disclosures

Financing

Marketing Checklist

Target Audience

Messaging

Media Channels

Timing

Budget

Analytics

Adjustments

Open House Checklist

Pre-Open House Preparation

During the Open House

After the Open House

Pre-listing Checklist

Pre-Listing Checklist

Property Listing Checklist

Basic Listing Information

Property Details

Property Photos

Marketing

Legal

Realtor Onboarding Checklist

Introduction

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