Free Checklist Templates for Real Estate

Real Estate

OR

Real Estate Closing Checklist for Buyers

Pre-Closing Preparation

Review the Closing Disclosure against the LE

Confirm clear-to-close from the lender

Confirm title commitment is clear

Conduct the final walkthrough

Resolve walkthrough issues with the seller

Financial Arrangements

Verify wire instructions by phone

Confirm cash-to-close amount with escrow

Schedule the buyer's wire transfer

Bind the homeowner's insurance policy

Closing Day Signing

Bring government-issued photo ID

Sign the mortgage note and deed of trust

Confirm funding and recording

Collect signed closing package

Post-Closing Tasks

Confirm the deed has been recorded

Transfer utilities into the buyer's name

Rekey or replace the locks

File for homestead and tax exemptions

Submit the closed file for compliance review

Trigger post-close client follow-up

View Workflow Use Workflow

Real Estate Closing Checklist for Sellers

Pre-Closing Preparation

Confirm closing date and location with the title company

Request the mortgage payoff statement from your lender

Order the HOA estoppel and final dues figure

Documents and Disclosures

Compile seller disclosure and lead-based paint addendum

Pull the most recent property tax bill and assessment notice

Gather keys, fobs, garage remotes, and appliance warranties

Title, Payoff and Settlement Review

Review the ALTA Settlement Statement against the contract

Verify payoff covers all liens through funding date

Verbally confirm net-proceeds wire instructions

Final Walk-Through and Repairs

Verify contracted repairs are complete with paid invoices

Document repair gaps and notify the buyer's agent

Walk the property with the buyer for final inspection

Negotiate credits or escrow holdbacks for open items

Leave the property in broom-clean condition

Closing Day

Bring photo ID and any required cashier's checks

Sign the deed and settlement documents at closing

Hand off keys, openers, and access codes to the closing agent

Post-Closing Wrap-Up

Cancel homeowner's insurance effective the recording date

File the 1099-S and settlement statement for tax records

Submit USPS change-of-address and notify recurring payees

View Workflow Use Workflow

Real Estate Contract Review Checklist

Parties and Signatures

Verify buyer and seller legal names

Confirm signing authority for entities

Confirm all signatures and initials are executed

Verify agency disclosure is signed

Property and Disclosures

Confirm legal description matches title commitment

Capture year built for lead-based paint trigger

Attach lead-based paint disclosure

Review seller's property disclosure for blanks

List included fixtures and personal property

Financial Terms

Verify purchase price and EMD amount

Confirm EMD deposited to broker trust account

Identify financing type

Review seller-financing terms

Confirm closing-cost allocations and concessions

Confirm co-broke compensation in writing

Contingencies and Special Clauses

Calendar inspection objection deadline

Calendar appraisal and financing contingency expirations

Flag sale-of-buyer's-home contingency

Track the buyer's existing-home listing status

Review escalation and special clauses

Closing, Title, and Possession

Verify closing date is realistic for loan type

Confirm settlement agent and contact

Confirm deed type and title transfer terms

Review possession and post-closing occupancy

Compliance and Broker Sign-Off

Verify HOA estoppel ordered within state window

Confirm fair-housing-compliant language throughout

Run the brokerage file-completeness checklist

Broker sign-off on contract review

View Workflow Use Workflow

Real Estate Ethics & Compliance Review

Fair Housing & Advertising Review

Audit listing copy for protected-class language

Review steering-prevention scripts in agent training

Verify fair housing CE for all licensees

Material Disclosure Audit

Spot-check seller's property disclosure completeness

Verify lead-based paint disclosures on pre-1978 listings

Confirm agency disclosure timing on new intake

Remediate missing lead-based paint disclosures

Honesty & Representation

Spot-check CMAs against MLS comp history

Review listing descriptions for misrepresentation

Confirm written dual-agency consents on file

Conflict of Interest Review

Identify agent-as-principal transactions this quarter

Verify written disclosure on related-party deals

Audit referral-fee documentation for RESPA Section 8

Property Access & Showings

Pull Supra and ShowingTime access logs

Verify vacant-property entry authorizations

Confirm lockbox codes rotated since last audit

Records, Trust Account & Sign-Off

Reconcile earnest-money trust account ledger

Investigate trust-account discrepancies

Audit closed transaction file completeness

Confirm written contracts delivered to all parties

Sign off on the quarterly ethics review

View Workflow Use Workflow

Real Estate Investment Analysis Checklist

Market and Submarket Analysis

Pull MSA population and employment data

Run rental comps within a half-mile radius

Check vacancy and days-on-market trends

Review zoning and planned developments

Property Underwriting

Build the pro forma NOI and cap rate

Calculate cash-on-cash return and DSCR

Project capex reserves over the hold period

Stress-test rent and vacancy assumptions

Investment Strategy and Financing

Confirm hold period and exit objective

Define the target tenant profile

Lock in financing terms with the lender

Risk Assessment and Go/No-Go

Score market and property-specific risks

Model interest-rate sensitivity on the loan

Decide go/no-go on the deal

Due Diligence

Review the property inspection report

Review the title commitment for encumbrances

Verify the rent roll and tenant ledgers

Confirm fair-housing and local code compliance

Exit Strategy and Sign-Off

Model sale, refinance, and 1031 scenarios

Set performance review milestones

Sign off on the investment recommendation

View Workflow Use Workflow

Real Estate Legal Compliance Checklist

File Intake and Identification

Capture transaction file identifiers

Confirm year built for LBP trigger

Verify deed and title commitment in file

Agency and Disclosure Review

Confirm agency disclosure signed at first contact

Check for dual-agency written consent

Upload signed dual-agency consent forms

Review seller's property disclosure for completeness

Attach lead-based paint disclosure packet

Fair Housing and Advertising

Audit MLS remarks for fair housing violations

Verify brokerage name and license number on advertising

Confirm tenant screening criteria are written and uniform

Escrow and Financial Compliance

Verify EMD deposited within state window

File a trust account exception report

Reconcile commission against co-broke agreement

Confirm wire instructions verified by phone

Check FinCEN reporting threshold for cash transactions

Closing File Sign-Off

Confirm Closing Disclosure delivered 3 days prior

Confirm MLS status updated within 48 hours of close

Sign off on the compliance review

View Workflow Use Workflow

Real Estate Listing Activation Checklist

Listing Agreement & Intake

Confirm signed listing agreement and agency disclosure

Verify legal description and tax parcel ID

Capture year built and trigger LBP disclosure

Deliver federal lead-based paint disclosure

Walk seller through property disclosure form

Request HOA estoppel and governing documents

Pricing & Pre-Listing Prep

Build a CMA with 90-day comps

Present pricing strategy and capture seller decision

Recommend declutter, paint, and curb-appeal items

Decide on staging and book stager if applicable

Install supra lockbox and confirm showing instructions

Marketing Asset Production

Schedule professional photography after staging

Receive and select MLS photo set

Draft fair-housing-compliant property description

Produce just-listed flyer and social graphics

MLS Input & Activation

Confirm syndication preferences with the seller

Enter the listing in the MLS

Set the listing to Coming Soon or Active

Schedule the public open house

Verify syndication to Zillow and Realtor.com

Launch & Seller Cadence

Send just-listed blast to sphere and cooperating brokers

Post the listing across social channels

Mail farm-area just-listed postcards

Send seller the day-3 showing report

Hold the day-14 listing review with seller

View Workflow Use Workflow

Real Estate Mentorship Checklist

Initial Assessment & Goal Setting

Verify license status and CE compliance

Classify the mentee's experience level

Document 30/60/90-day GCI and unit goals

Sign mentor agreement and split addendum

Compliance & Systems Training

Walk through agency disclosure rules

Train on fair housing scripted responses

Set up CRM and transaction management access

Review wire fraud verbal-verification protocol

Core Skills Training

Build a CMA in Cloud CMA or RPR

Practice the buyer rep agreement conversation

Drill the listing presentation script

Walk through a contract line-by-line

Supervised Live Transactions

Shadow three buyer showings and one open house

Co-list a property with mentor as primary

Run an offer presentation under supervision

Track contract-to-close milestones for first deal

Networking & Pipeline Building

Build sphere-of-influence list in the CRM

Attend two local board events with mentor

Launch first sphere email and social campaign

Performance Review & Graduation

Hold the 30-day check-in

Hold the 60-day check-in

Conduct the 90-day graduation review

Draft the extension plan

Update brokerage back office on split change

View Workflow Use Workflow

Real Estate Photography Checklist

Pre-Shoot Coordination

Confirm shoot scope with the listing agent

Check the 7-day forecast for the shoot window

Verify FAA Part 107 and LAANC authorization

Send the seller the 48-hour prep checklist

On-Site Staging Walk-Through

Verify declutter and depersonalization

Swap mismatched bulbs to 2700K-3000K

Stage kitchen counters and bath vanities

Exterior Capture

Shoot the front elevation in golden hour

Capture the rear yard, pool, and patio

Fly drone for aerial elevation shots

Return for twilight blue-hour exteriors

Interior Capture

Open every blind and switch on every fixture

Shoot each room from two corner angles

Capture kitchen and primary bath details

Run the Matterport 3D scan

Edit and MLS Delivery

Cull RAW files and pick the hero shot

Edit exposure, white balance, and verticals

Resize and rename for MLS photo cap

Deliver the gallery and confirm sign-off

View Workflow Use Workflow

Real Estate Portfolio Review Checklist

Financial Performance Review

Pull T-12 rent roll and operating statements

Benchmark in-place rents against market comps

Audit operating expenses against the budget

Calculate NOI, cash flow, and DSCR

Property Condition Assessment

Walk each property with the maintenance lead

Review work-order history for recurring issues

Update the 5-year capital plan

Scope the major capital project

Market Analysis

Pull submarket fundamentals from CoStar or Yardi Matrix

Run sale comps and estimate current market value

Identify reposition or value-add opportunities

Tenant Relations and Lease Review

Pull retention and delinquency metrics

Review lease files for compliance gaps

Set the renewal pricing strategy by property

Regulatory and Compliance Check

Verify rental licenses and certificates of occupancy

Confirm fair housing and source-of-income compliance

Audit health, safety, and environmental items

Sign off on the portfolio recommendation

View Workflow Use Workflow

Real Estate Professional Development Checklist

Local Market Analysis

Pull absorption rate and DOM for your farm

Build a CMA on three active comps

Update your neighborhood farm dataset

Attend the broker tour or caravan

License and Compliance Maintenance

Check CE hours remaining toward renewal

Complete the required ethics or fair housing course

Review state agency disclosure form updates

Audit one closed transaction file

Resolve audit gaps with your broker

Sphere and Past-Client Outreach

Refresh CRM tags and contact details

Send the quarterly market update to sphere

Book five past-client check-in calls

Request reviews from recent closings

Marketing and Skill Development

Refresh your Zillow and Realtor.com agent profile

Audit social posts for fair housing language

Rehearse the listing presentation script

Set GCI and unit goals for next quarter

View Workflow Use Workflow

Real Estate Signage Checklist

Sign Order Intake

Confirm the listing agreement is signed

Verify HOA and subdivision sign rules

Confirm municipal sign permit requirements

Capture seller signage preferences

Sign Production

Submit the sign panel to the print vendor

Verify advertising compliance on the panel proof

Order riders and QR-code panel

Installation

Schedule the install with the sign vendor

Mark utility lines before post installation

Confirm placement away from the public right-of-way

Photograph the installed sign

Active-Listing Maintenance

Inspect the sign weekly during showings

Swap rider when status changes to under contract

Post-Closing Removal

Schedule sign pickup with the vendor

Update MLS status to closed

Inspect returned panel and log to inventory

View Workflow Use Workflow

Real Estate Transaction Checklist

Buyer Intake and Pre-Approval

Sign the buyer representation agreement

Deliver the agency disclosure form

Capture buyer criteria and timeline

Verify lender pre-approval letter

Offer Preparation and Submission

Pull a fresh CMA on the subject property

Confirm buyer-agent compensation in writing

Draft the purchase contract and contingencies

Send the offer for buyer signature via DocuSign

Submit the offer to the listing agent

Negotiate the counter-offer terms

Earnest Money and Disclosures

Deliver EMD to the trust account

Collect the seller's property disclosure

Confirm year built and lead-paint trigger

Deliver the lead-based paint disclosure

Order HOA estoppel and resale documents

Inspection and Repair Negotiation

Schedule the general home inspection

Review the inspection report with the buyer

Submit the repair request addendum

Resolve the repair amendment

Appraisal, Title, and Financing

Confirm the lender ordered the appraisal

Review the appraisal value vs contract

Negotiate the appraisal gap

Review the title commitment for objections

Confirm clear-to-close from the lender

Bind homeowners and flood insurance

Closing and Funding

Coordinate the closing date and venue

Verify the Closing Disclosure delivery date

Send wire-fraud warning to the buyer

Walk the property the day of closing

Confirm funding and recording

Post-Closing and File Compliance

Submit the closed file for broker review

Update the MLS to closed status

Issue commission disbursement to the agent

Send closing gift and review request

Add the buyer to the 30-day check-in cadence

View Workflow Use Workflow

Real Estate Website Audit Checklist

SEO and Local Search Visibility

Audit titles and meta descriptions on top landing pages

Verify RealEstateAgent and Residence schema markup

Reconcile NAP across the site and Google Business Profile

IDX Feed and Listing Data Integrity

Confirm IDX vendor and MLS refresh cadence

Spot-check ten active listings against MLS source

Verify required IDX disclaimers on listing pages

Lead Capture and CRM Routing

Submit a test lead through every public form

Trace each test lead to its assigned agent

Review IDX registration gates and drip enrollment

Fair Housing and Advertising Compliance

Scan property descriptions for protected-class language

Verify brokerage attribution and license disclosure

Audit agent roster pages for license accuracy

Document and remediate compliance violations

Security, Privacy, and Wire Fraud Warnings

Verify SSL certificate and HSTS configuration

Review privacy policy for CCPA, GDPR, and TCPA coverage

Confirm wire fraud warning on contact and closing pages

Add wire fraud disclaimer to required pages

Technical Performance and Accessibility

Run Core Web Vitals on key landing pages

Crawl for broken links, redirects, and orphan pages

Test WCAG 2.1 AA accessibility on critical paths

Sign off on the audit and deliver the report

View Workflow Use Workflow

Residential Real Estate Due Diligence Checklist

Property Information & Disclosures

Confirm contract effective date and key deadlines

Review the seller's property disclosure

Request HOA estoppel and governing documents

Inspections & Environmental

Schedule the general home inspection

Attend inspection and review the report

Review the lead-based paint disclosure

Submit inspection objections to the seller

Title & Legal Review

Order the title commitment from escrow

Review title for liens, easements, and encumbrances

Resolve title objections with the closing attorney

Financing & Appraisal

Confirm the buyer's loan application is complete

Track the appraisal to completion

Negotiate the appraisal gap

Due Diligence Decision

Review all contingency deadlines with the buyer

Document the buyer's due diligence decision

Deliver the termination notice and EMD release

View Workflow Use Workflow

Seller Consultation Checklist

Pre-Consultation Preparation

Pull property history from MLS and tax records

Verify year built for lead-based paint applicability

Build the CMA with active, pending, and sold comps

Assemble the listing presentation packet

Consultation Setup

Confirm the on-site appointment with the seller

Send the pre-consultation seller questionnaire

Property Walk-Through

Walk the home with the seller end to end

Note deferred maintenance and pre-list repairs

Recommend staging, declutter, and curb-appeal items

Marketing Strategy

Review the photography and Matterport plan

Confirm syndication preferences with the seller

Set the MLS opt-out flags for the quiet listing

Plan the broker preview and public open house

Pricing Strategy

Present the CMA pricing range

Discuss days-on-market and overpricing risk

Confirm the agreed list price with the seller

Listing Agreement and Disclosures

Sign the agency disclosure with the seller

Walk through the exclusive right-to-sell agreement

Complete the seller's property disclosure together

Deliver the lead-based paint disclosure and EPA pamphlet

Confirm buyer-agent compensation in writing

Collect the signed listing agreement and addenda

Post-Signing Activation

Schedule the photographer and stager

Set the target MLS go-live date

Confirm the seller communication cadence

View Workflow Use Workflow

Seller's Property Disclosure Checklist

Property & Ownership Basics

Confirm address and legal description

Verify current owners on title

Disclose zoning or non-conforming use

Structural Components

Document roof age and material

Disclose foundation cracks or settlement

Note plumbing and electrical defects

Environmental Hazards

Capture year built for LBP trigger

Deliver lead-based paint disclosure

Disclose mold or water-damage history

Attach remediation reports and warranties

Report radon, asbestos, or buried tanks

Systems and Utilities

Record HVAC type, age, and last service

Disclose well, septic, or sewer issues

List leased solar, propane, and softeners

Renovations, Permits, and Repairs

Detail renovations from the last five years

Attach permits and contractor warranties

Disclose ongoing or unfinished repairs

Legal, Financial, and Sign-Off

Disclose liens, HOA dues, and assessments

Note pending litigation or boundary disputes

Walk the seller through every line

Collect signed disclosure for the file

View Workflow Use Workflow

Title Review Checklist

Title Commitment Intake

Upload the title commitment from the settlement agent

Match the property address and parcel ID to the contract

Note the commitment effective date and expiration

Ownership and Vesting

Confirm the vested owner matches the listing agreement

Verify the prior-24-month chain of title

Identify the tenancy type on the vesting deed

Collect the trustee certificate or LLC authority documents

Legal Description and Survey

Compare the legal description against the vesting deed

Cross-reference the legal description with the survey

Document boundary or acreage discrepancies

Order a scrivener's affidavit or corrective deed

Liens, Encumbrances, and Judgments

Pull payoff statements from each recorded lienholder

Review easements, CC&Rs, and HOA restrictions

Search for judgments, IRS liens, and child-support arrears

Confirm mechanic's liens are released or escrowed

Taxes and Assessments

Verify the current property tax bill is paid

Check for delinquent taxes and tax certificates

Reconcile HOA estoppel and special assessments

Endorsements and Exceptions

Review Schedule B-II standard exceptions

Order lender-required endorsements

Negotiate removal of the survey exception

Clear-to-Close Sign-Off

Verify deed names, legal description, and notary block

Reconcile the ALTA statement to the contract terms

Sign off on the title file

View Workflow Use Workflow

←
1
2
→

Ready to take control of your recurring tasks?

Start Free 14-Day Trial

Use Slack? Sign up with one click

With Slack

Company

About
Product Roadmap
API Reference
Privacy Policy
Terms
Contact Us
Blog

Resources

Help
Getting Started Guides
Video Center
Demos
Your Account
Use Cases
Pricing

©Manifestly 2026

When you visit or interact with our sites, services or tools, we or our authorised service providers may use cookies for storing information to help provide you with a better, faster and safer experience and for marketing purposes.