Free Checklist Templates

Filter by Category...

Show All
Accounting
Advertising
Agriculture
Construction
Consulting
Customer Onboarding
E Commerce
Education
Employee Onboarding
Engineering
Financial Services
Hotel And Hospitality
Human Resources
Information Technology
Insurance
Law Firm
Manufacturing
Marketing
Other
Property Management
Realtors
Restaurant
Retail
Software Development
Transportation

Quality Control Checklist

Food Quality

Check the temperature of hot and cold dishes to ensure they are at the correct serving temperatures

Inspect the freshness of ingredients before use

Taste test selected dishes for consistency in flavor and seasoning

Cleanliness and Sanitation

Ensure all surfaces are cleaned and sanitized before and after food preparation

Verify that all staff are following proper handwashing procedures

Check restrooms for cleanliness and supply levels

Service Excellence

Observe waitstaff interaction with customers for friendliness and efficiency

Confirm that orders are taken accurately and delivered in a timely manner

Monitor the checkout process for quick and accurate billing

Health and Safety Compliance

Verify that all fire exits are clear and emergency equipment is functional

Ensure that all food handlers have valid food safety certifications

Conduct a walkthrough to identify any potential safety hazards

Equipment and Facility Maintenance

Inspect kitchen appliances and equipment for proper function

Schedule regular maintenance and servicing for HVAC systems

Check lighting and fixtures throughout the establishment for any issues

View Workflow Use Workflow

Quarterly Bookkeeping Checklist

Reconcile Bank Accounts

Verify that bank statements are received for all accounts

Reconcile all bank statements with the corresponding company records

Investigate and correct any discrepancies found during reconciliation

Review Accounts Receivable

Prepare an aged accounts receivable report

Follow up on any outstanding invoices past their due date

Adjust for any bad debts or write-offs as necessary

Assess Inventory Levels

Count physical inventory to confirm quantities on hand

Compare actual inventory counts to the recorded inventory levels

Adjust any discrepancies in the inventory records

Process Payroll

Calculate employee hours worked and process payroll

Ensure all payroll taxes are withheld and remitted to the appropriate authorities

Review payroll summaries for accuracy

Manage Accounts Payable

Review and process all unpaid vendor invoices

Confirm vendor account balances with the aged accounts payable report

Schedule payments to vendors to maintain good relationships and credit terms

Prepare Financial Statements

Compile the trial balance and make any necessary adjusting entries

Prepare the balance sheet, income statement, and statement of cash flows

Review financial statements for accuracy and completeness

Evaluate Budget vs. Actuals

Compare actual revenue and expenses against budgeted amounts

Analyze variances and provide explanations for significant differences

Adjust budgets or forecasts as needed based on the analysis

Review Tax Compliance

Ensure all quarterly tax filings are prepared and submitted on time

Review sales tax accounts and make payments as required

Plan for any estimated tax payments due in the next quarter

Conduct Internal Audits

Conduct periodic audits of different areas of the business

Review internal controls and suggest improvements

Ensure compliance with accounting policies and regulatory requirements

Update Accounting Software

Ensure that all transactions are recorded and the books are up to date

Apply any software updates or patches that have been released

Back up accounting data to prevent loss in case of system failure

View Workflow Use Workflow

Quarterly Budget Review checklist

Review Previous Quarter's Budget

Gather all financial statements and budget reports from the previous quarter

Analyze actual spending versus budgeted amounts

Identify any significant variances and note reasons for these discrepancies

Evaluate Current Financial Position

Assess current cash flow and compare it with the forecasted cash flow

Review accounts receivable and payable for any outstanding or overdue amounts

Examine the current capital expenditures and their alignment with the budget

Update Budget Forecasts

Adjust the budget forecasts based on the actual results from the previous quarter

Incorporate any changes in business strategy or market conditions into the new forecast

Consult with department heads to update department-specific budgets and forecasts

Set New Financial Goals

Define clear, measurable financial objectives for the upcoming quarter

Ensure goals are aligned with the overall business strategy and long-term financial plans

Communicate new financial goals with all stakeholders to ensure organization-wide understanding

Prepare for Upcoming Quarter

Plan for any anticipated large expenses or income in the upcoming quarter

Ensure sufficient liquidity to cover operational costs and any planned investments

Schedule regular budget review meetings to monitor progress throughout the quarter

Compliance and Reporting

Verify that all financial practices comply with relevant laws, regulations, and standards

Prepare any required financial reports or disclosures for the upcoming regulatory deadlines

Document all budget review processes and findings for internal records and potential audits

View Workflow Use Workflow

Quarterly Financial Reporting Checklist

Financial Statement Preparation

Compile balance sheet, income statement, statement of cash flows, and equity statement

Reconcile all accounts, ensuring accuracy of balances

Review financial statements for compliance with GAAP or applicable financial reporting standards

Disclosures and Notes

Prepare and review footnotes for all relevant accounting policies and disclosures

Ensure completeness of disclosures related to any subsequent events or contingencies

Review legal counsel correspondence to identify any potential disclosure requirements

Management Discussion and Analysis (MD&A)

Analyze and document significant variances and trends in the financial statements

Draft MD&A section that discusses liquidity, capital resources, and results of operations

Obtain management's review and approval of MD&A content

Internal Control and Compliance

Perform a review of internal controls over financial reporting

Ensure all compliance checks are completed and documented

Review any changes in internal controls and assess their impact on financial reporting

Audit and Assurance Activities

Coordinate with auditors to ensure timely completion of quarterly reviews

Prepare all requested schedules and reconciliations for auditor review

Address and resolve any auditor inquiries or findings

Regulatory Filings and Deadlines

Verify all filing deadlines for the SEC and other regulatory bodies

Assemble and review all documents required for the 10-Q filing

Ensure timely submission of financial reports to the appropriate regulatory agencies

View Workflow Use Workflow

Quarterly Financial Reporting Checklist

Preparation and Data Collection

Gather all financial statements including balance sheet, income statement, and cash flow statement.

Ensure all transactions for the quarter are recorded and reconciled.

Collect supporting documentation for all significant transactions.

Verify the accuracy of accounts receivable and accounts payable balances.

Review and update depreciation and amortization schedules.

Review and Analysis

Compare the current quarter's financial results to the previous quarter and the same quarter of the previous year.

Analyze variances in revenue and expenses and document explanations for significant changes.

Review key financial ratios and metrics to assess the organization's financial health.

Check for compliance with relevant accounting standards and regulatory requirements.

Ensure all intercompany transactions are properly eliminated in the consolidated financial statements.

Finalization and Reporting

Prepare the quarterly financial report, including required footnotes and disclosures.

Conduct a review meeting with senior management to discuss the financial results and key findings.

Make any necessary adjustments based on management feedback and final review.

Obtain approvals from the relevant stakeholders, such as the CFO or audit committee.

Submit the final quarterly financial report to regulatory bodies and distribute to shareholders and other stakeholders as required.

View Workflow Use Workflow

Real Estate Advertising Checklist

Compliance with Laws

Verify that all advertising materials comply with Fair Housing Act regulations.

Ensure compliance with state and local anti-discrimination laws.

Review and adhere to the Truth in Advertising laws.

Content Accuracy

Fact-check all property details for accuracy before publication.

Update listings with any changes in property status or information promptly.

Confirm that all representations of the property are truthful and not misleading.

Branding and Design

Incorporate company logo and contact information clearly.

Use high-quality images and graphics that accurately represent the property.

Maintain a consistent design theme across different advertising platforms.

Target Audience

Identify the target demographic for the property.

Tailor advertising copy and imagery to appeal to the identified audience.

Choose advertising mediums that are most likely to reach the target demographic.

Legal and Ethical Standards

Obtain written permission to use intellectual property owned by others.

Disclose all material facts and avoid omitting important information.

Ensure that all endorsements or testimonials are genuine and authorized.

Call to Action

Clearly state the desired action for potential clients (e.g., call for more information, visit a website, schedule a viewing).

Make contact information and action steps easy to find and use.

Provide incentives or deadlines to encourage prompt responses.

View Workflow Use Workflow

Real Estate Agent Onboarding Checklist

Introduction and Orientation

Welcome meeting with team and leadership

Office tour and workspace assignment

Introduction to company culture and values

Technology Setup

Setting up company email and calendar

Configuring CRM and lead management tools

Training on property listing software

Compliance and Documentation

Reviewing and signing employment contracts

Completing necessary licensing and certifications

Understanding legal and ethical guidelines

Sales Training

Learning sales scripts and objection handling

Role-playing common client scenarios

Understanding the sales process and client lifecycle

Marketing and Branding

Creating and updating personal agent profile

Training on social media and digital marketing

Learning about company marketing resources and strategies

Client Management

Understanding client onboarding and management processes

Learning about client communication tools

Training on maintaining client relationships post-sale

View Workflow Use Workflow

Real Estate Assistant Training Checklist

Administrative Tasks

Answering and directing phone calls

Managing and organizing client files

Scheduling and confirming appointments

Marketing and Advertising

Creating and posting property listings

Designing and distributing marketing materials

Managing social media accounts

Client Relations

Assisting clients with inquiries

Preparing and sending client correspondence

Coordinating property showings

Transaction Coordination

Assisting with contract preparation

Coordinating with lenders and inspectors

Ensuring all documents are signed and filed

Technology and Tools

Using CRM software for client management

Utilizing MLS systems for property searches

Implementing digital marketing tools

View Workflow Use Workflow

Real Estate Closing Checklist for Buyers

Pre-Closing Preparation

Review the preliminary closing statement or HUD-1 Settlement Statement for accuracy

Conduct a final walkthrough of the property to ensure its condition matches the agreement

Confirm that all agreed-upon repairs have been completed

Financial Arrangements

Ensure your wire transfer for the down payment and closing costs is scheduled

Review and understand the loan terms, including interest rates and any penalties

Verify that you have a cashier's check or wire transfer for the closing costs if required

Closing Documentation

Bring a government-issued photo ID to the closing for identity verification

Prepare to sign various legal documents, including the mortgage note and the deed

Obtain copies of all closing documents for your records and future reference

Post-Closing Tasks

File any necessary documents with the local property records office

Change the locks on your new property for security reasons

Set up utilities in your name, including water, electricity, gas, internet, and trash service

View Workflow Use Workflow

Real Estate Closing Checklist for Sellers

Pre-Closing Preparation

Confirm with your real estate agent that all necessary inspections have been completed

Review the closing date set in the purchase agreement

Notify your lender to prepare the mortgage payoff statement

Documents Needed

Gather all keys, garage door openers, and manuals/warranties for appliances

Prepare the deed and any affidavits or declarations required for the transfer

Collect your most recent property tax statement and proof of any tax payments

Financial Matters

Review the settlement statement (HUD-1) for accuracy

Confirm that all outstanding mortgage balances and liens will be paid off

Verify receipt of earnest money and down payment from the buyer

Final Walk-Through and Repairs

Make sure all agreed-upon repairs have been completed

Leave the property in the condition specified in the sales contract

Coordinate with the buyer for the final walk-through inspection

Closing Day

Bring a valid photo ID to the closing for verification

Be prepared to sign the deed and other transfer documents

Hand over all necessary keys and property-related items to the new owner

Post-Closing

Keep copies of all closing documents for your records

Cancel or transfer your homeowner's insurance policy

Update your address with the post office and notify important contacts

View Workflow Use Workflow

Real Estate Conference Checklist

Pre-Conference Planning

Define objectives and goals for attending the conference

Identify target audience and key stakeholders

Research and select relevant conferences to attend

Create a budget for conference expenses

Develop a travel itinerary and logistics plan

Marketing and Promotion

Design and print marketing materials such as brochures and business cards

Promote attendance on social media and company website

Prepare promotional items or giveaways for attendees

Schedule and prepare for any speaking engagements or panel discussions

Coordinate with media outlets for press coverage

Arrange for professional photography or videography if needed

On-Site Management

Set up and organize the booth or display area

Ensure all marketing materials and promotional items are available

Conduct team briefings and assign roles and responsibilities

Engage with attendees and collect contact information

Attend relevant sessions and networking events

Monitor and manage social media activity during the conference

Post-Conference Follow-Up

Compile and analyze collected contact information

Send follow-up emails or messages to new contacts

Evaluate the success of the conference against defined objectives

Prepare a report on conference outcomes and insights

Update CRM and other databases with new information

Plan for future conferences based on feedback and results

View Workflow Use Workflow

Real Estate Contract Review Checklist

Identification of Parties

Verify the names and contact information of the buyer and seller to ensure they match the parties' identification documents.

Check the legal status of each party (individual, corporation, partnership, etc.) to confirm their ability to enter into the contract.

Ensure that the signatures of all parties are present and properly executed.

Property Details

Confirm the legal description of the property as well as the address and any identifying parcel numbers.

Review any included personal property or fixtures to ensure they are clearly listed and described.

Inspect disclosures related to the property's condition and any material defects that must be acknowledged by both parties.

Financial Terms

Examine the purchase price, including the earnest money deposit and the balance to be financed or paid in cash.

Review the terms of any seller financing, if applicable, including interest rates, payment schedules, and default consequences.

Ensure that the contract specifies who is responsible for closing costs, property taxes, association fees, and other financial obligations.

Contingencies and Special Clauses

Identify any contingencies that must be met before the contract becomes binding, such as financing approval or the sale of a current home.

Examine any special clauses that may affect the rights and obligations of the parties, such as right of first refusal, option to purchase, or escalation clauses.

Check for any clauses that allow for contract termination without penalty under specific conditions.

Closing and Possession

Verify the scheduled closing date and location, and ensure that it is realistic and acceptable to both parties.

Review the provisions for possession of the property, including any rental or lease-back arrangements.

Ensure that the contract outlines the transfer of title and the type of deed to be provided.

Legal and Regulatory Compliance

Check for compliance with state and local real estate laws and regulations, including required disclosures and filing obligations.

Ensure the contract includes necessary legal provisions, such as those related to lead-based paint or other environmental hazards.

Review any homeowner association (HOA) rules or covenants that may affect the property and the obligations of the parties.

View Workflow Use Workflow

Real Estate CRM Setup Checklist

Initial Setup and Configuration

Select the appropriate CRM software for your needs

Create user accounts and assign roles

Customize the CRM interface to match your brand

Data Import and Management

Import existing contacts and leads into the CRM

Ensure data accuracy and remove duplicates

Create data fields specific to your real estate business

Automation and Workflows

Set up automated email campaigns for new leads

Create task reminders for follow-ups with clients

Develop workflows for lead nurturing and conversion

Integration with Other Tools

Integrate the CRM with your website for lead capture

Connect the CRM with email marketing tools

Sync the CRM with property listing services

User Training and Support

Conduct training sessions for all CRM users

Provide access to a CRM user manual or help center

Set up a support system for ongoing assistance

View Workflow Use Workflow

Real Estate Due Diligence Checklist

Property Information

Obtain the property's legal description and address.

Verify zoning and land use regulations.

Review property tax history and current tax status.

Financial Analysis

Analyze historical financial statements and operating performance.

Review rent roll and lease agreements.

Assess potential for rent increases and market conditions.

Physical Inspection

Conduct a site visit and inspect the property's condition.

Review recent environmental assessments or reports.

Evaluate the need for repairs or renovations.

Legal Review

Examine the title report and resolve any title issues.

Check for any pending litigation or legal disputes.

Review easements, covenants, and restrictions.

Market Analysis

Study the local real estate market trends.

Compare similar properties in the area.

Assess the demand and supply dynamics.

View Workflow Use Workflow

Real Estate Ethics Checklist

Fair Housing and Equal Opportunity

Ensure all advertising materials comply with fair housing laws and do not discriminate against any individual or group.

Provide equal professional service to all clients and customers without regard to race, color, religion, sex, handicap, familial status, national origin, sexual orientation, or gender identity.

Stay informed about fair housing laws and practices, attending regular training and reviewing updates to legislation.

Honesty and Integrity

Represent all property information accurately to the best of your knowledge, and correct any known errors immediately.

Avoid exaggerating, misrepresenting, or withholding facts about the property or transaction that are within the scope of your real estate license.

Maintain confidentiality of your clients' personal information and motivations unless given permission to disclose or required by law.

Professionalism and Competence

Continually improve your professional knowledge and competence through regular education and staying current with real estate trends and best practices.

Be honest about your level of experience and knowledge, and seek assistance when faced with situations beyond your expertise.

Uphold a professional demeanor in all dealings with clients, colleagues, and the public, including on social media and other online platforms.

Conflict of Interest and Disclosure

Disclose any personal interest or benefit you may have in a property or transaction without delay.

Avoid conflicts of interest whenever possible, and when they cannot be avoided, disclose them to all affected parties.

Refrain from providing professional services where you have a current or anticipated interest in a property without proper disclosure.

Respect for Property and the Environment

Respect the property rights of owners and do not enter or allow entry to a property without proper authorization.

Advocate for sustainable and environmentally friendly practices within the industry.

Encourage clients to consider environmental impacts and sustainability in their real estate decisions.

Accountability and Compliance

Keep accurate and complete records of all real estate transactions for the duration required by law.

Ensure that all agreements and contracts are in writing and that all parties receive copies of the respective documents.

Comply with all local, state, and federal laws regarding real estate transactions and licensing.

View Workflow Use Workflow

Real Estate Investment Analysis Checklist

Market and Location Analysis

Research local economic indicators including population growth, employment rates, and median income

Evaluate the supply and demand dynamics for real estate in the area, such as vacancy rates and rental market trends

Assess the location's accessibility, amenities, and future development plans that may affect property values

Financial Analysis

Analyze the purchase price of the property and compare it to similar properties in the area

Estimate the potential rental income and calculate the gross rental yield

Project all expenses including taxes, insurance, management fees, maintenance, and capital expenditures

Investment Strategy and Objectives

Define the investment goals, such as cash flow, appreciation, or tax benefits

Identify the target tenant demographic and their needs to ensure the investment aligns with market demand

Determine the optimal holding period based on investment objectives and market conditions

Risk Assessment

Identify potential risks such as market fluctuations, property-specific issues, or changes in zoning laws

Evaluate the impact of interest rate changes on investment performance, especially if using leverage

Consider the diversification of the investment portfolio to mitigate risk

Due Diligence

Conduct a thorough property inspection to identify any repairs or maintenance issues

Review all legal documents including titles, leases, and any existing contracts or warranties

Verify compliance with local, state, and federal regulations, such as building codes and fair housing laws

Exit Strategy

Plan for various exit scenarios and assess the implications of each, including selling the property or refinancing

Calculate the potential resale value of the property using conservative and optimistic projections

Establish a timeline for assessing the performance of the investment and making decisions about exiting

View Workflow Use Workflow

Real Estate Legal Compliance Checklist

Property Documentation

Verify property deed and title status

Ensure property has a valid survey

Review zoning and land use regulations

Tenant and Lease Compliance

Ensure lease agreements meet legal standards

Verify tenant screening procedures comply with fair housing laws

Maintain records of tenant communications and rent payments

Health and Safety Regulations

Inspect property for compliance with health codes

Ensure fire safety equipment is up to code

Verify accessibility standards are met

Financial and Tax Obligations

Confirm property tax payments are current

Review financial records for accuracy and compliance

Ensure proper handling of security deposits

Environmental Regulations

Check for hazardous materials and ensure safe removal

Comply with local environmental impact assessments

Maintain records of waste disposal and recycling

View Workflow Use Workflow

Real Estate License Renewal Checklist

Continuing Education Requirements

Verify the number of continuing education hours required for renewal in your state

Complete the mandatory continuing education courses

Ensure you have a mix of required topics if your state specifies certain course subjects

Keep certificates of completion for your records

License Renewal Application

Confirm the renewal application deadline

Update personal and professional information on the state's real estate commission website

Pay the renewal fee, which may vary based on the type of license held

Submit the renewal application through the designated online portal or via mail if required

Compliance and Record Keeping

Review and ensure compliance with any new real estate laws or regulations

Maintain records of all real estate transactions in which you've been involved

Keep all receipts, records, and certificates related to continuing education and license renewal

View Workflow Use Workflow

Real Estate Listing Checklist

Property Information Gathering

Confirm the property's legal description and address

Collect key property details (e.g., square footage, lot size, year built)

Obtain copies of property documents (e.g., title deeds, survey documents, recent tax assessments)

Listing Preparation

Perform a comparative market analysis to set the listing price

Schedule professional photography and videography for high-quality visuals

Prepare a detailed property description highlighting unique features and selling points

Marketing and Promotion

List the property on Multiple Listing Service (MLS) and other real estate platforms

Design and distribute marketing materials (e.g., brochures, flyers, email campaigns)

Host open houses and arrange private showings for potential buyers

Legal and Compliance

Ensure compliance with Fair Housing laws and local real estate regulations

Review and complete all mandatory disclosure forms

Prepare and review listing agreement and other contractual documents

Communication and Follow-up

Establish regular communication with the seller for updates and feedback

Respond promptly to inquiries from potential buyers and agents

Keep detailed records of all showings, offers, and client communications

View Workflow Use Workflow

Real Estate Mentorship Checklist

Initial Assessment

Evaluate mentee's current knowledge and experience level

Identify mentee's short-term and long-term career goals

Assess mentee's strengths and areas for improvement

Skill Development

Provide training on market analysis and property valuation

Teach negotiation techniques and client management skills

Review and practice property marketing strategies

Practical Experience

Shadow experienced agents during property showings and open houses

Assist in preparing and presenting property listings

Participate in client meetings and negotiations

Networking and Relationship Building

Introduce mentee to industry contacts and networking events

Guide mentee in building a strong professional network

Encourage mentee to join relevant real estate associations

Performance Review

Set regular check-ins to discuss progress and challenges

Provide constructive feedback and actionable suggestions

Adjust mentorship plan based on mentee's evolving needs

View Workflow Use Workflow

Real Estate Photography Checklist

Pre-Photography Preparation

Ensure that the property is clean, decluttered, and well-staged to present each room in the best light.

Verify that all light fixtures work and have matching color temperatures for consistent lighting in photographs.

Remove personal items such as family photos, clothes, and toiletries to make the space more neutral and appealing.

Exterior Photography

Choose the best time of day for lighting, typically early morning or late afternoon, to avoid harsh shadows.

Capture the front and back of the property, including any unique outdoor features such as pools or patios.

Take wide shots to show the full scope of the property and its surroundings, as well as detail shots of any special exterior features.

Interior Photography

Turn on all interior lights and open curtains or blinds to let in natural light for a brighter, more inviting atmosphere.

Photograph each room from different angles to provide a comprehensive view of the space, including important features like built-ins or fireplaces.

Include photos of the kitchen and bathrooms, ensuring these rooms are spotless and all appliances are free from smudges and fingerprints.

Post-Photography Editing

Review and select the best images that accurately represent the property and its features.

Edit photos for correct exposure, color balance, and straightness to ensure they look professional and appealing.

Resize and format images for use on various platforms, including the MLS, social media, and print materials.

View Workflow Use Workflow

Real Estate Portfolio Review Checklist

Financial Performance Review

Analyze rental income and compare to market rates

Review operating expenses and identify cost-saving opportunities

Evaluate net operating income and cash flow

Property Condition Assessment

Conduct a physical inspection of properties

Review maintenance records and identify recurring issues

Assess the need for capital improvements or repairs

Market Analysis

Research current market trends and forecasts

Compare property performance to similar assets in the market

Identify opportunities for asset repositioning or redevelopment

Tenant Relations and Lease Review

Assess tenant satisfaction and retention rates

Review lease terms and ensure compliance with agreements

Identify opportunities for lease renewals or rent adjustments

Regulatory and Compliance Check

Ensure properties comply with local zoning and building codes

Review environmental regulations and compliance status

Verify adherence to health and safety standards

View Workflow Use Workflow

Real Estate Professional Development Checklist

Market Knowledge

Research local market trends and statistics

Analyze recent property sales and current listings

Attend local real estate events and networking opportunities

Legal and Regulatory Compliance

Stay updated on local, state, and federal real estate laws

Complete any required continuing education courses

Review and understand contract templates and legal documents

Client Relationship Management

Develop a client communication plan

Implement a follow-up system for past clients

Solicit and respond to client feedback

Marketing and Sales Techniques

Create and maintain a professional online presence

Develop and execute a marketing strategy

Learn and apply effective negotiation skills

View Workflow Use Workflow

Real Estate Signage Checklist

Planning and Design

Determine the size of the sign based on local zoning laws and the location of the property.

Choose a design that reflects the company's brand and is easily readable from a distance.

Ensure all necessary information is included, such as the company logo, agent contact information, and any required regulatory text.

Materials and Durability

Select materials that are durable and can withstand local weather conditions.

Consider using UV-resistant inks to prevent fading and maintain legibility over time.

Make sure the sign's structure is sturdy and secure to prevent damage or loss.

Compliance and Legal Requirements

Check with local government agencies for any permits required to place the sign.

Review and adhere to any homeowner association (HOA) rules or community guidelines regarding signage.

Ensure that the sign placement complies with the Americans with Disabilities Act (ADA) and does not obstruct public right-of-way.

Installation and Maintenance

Choose the most visible location for the sign that is legally permissible and strategically beneficial.

Install the sign securely to prevent it from falling over or being easily removed.

Regularly inspect the sign for any damage, wear, or vandalism and perform necessary maintenance.

Marketing and Information

Update the sign promptly with 'sold' or 'under contract' riders to keep the information current.

Use QR codes or URLs to direct potential buyers to additional information online.

Include a call to action to encourage interested parties to contact the real estate agent.

Removal and Storage

Remove the sign promptly after the sale is complete or the contract ends.

Clean the sign and check for any damages or repairs needed before storage.

Store the sign in a dry, secure place to prevent damage and ensure it is ready for future use.

View Workflow Use Workflow

Real Estate Transaction Checklist

Pre-Transaction Planning

Determine client's needs and preferences

Review market analysis and identify potential properties

Prepare a realistic budget and secure pre-approval for financing

Offer and Negotiation

Draft the offer letter with terms and contingencies

Review and negotiate the purchase agreement

Submit offer and await response from seller

Due Diligence

Conduct a thorough property inspection

Review and verify property title and history

Obtain and review all necessary disclosures

Financing and Appraisal

Finalize mortgage details with the lender

Order and review property appraisal

Secure homeowners insurance and title insurance

Closing Preparation

Schedule closing date and venue

Review closing documents and final closing statement

Coordinate final walk-through of the property

Post-Closing

Record the deed and transfer utilities

Store all transaction documents securely

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

View Workflow Use Workflow

Ready to take control of your recurring tasks?

Start Free 14-Day Trial

Use Slack? Sign up with one click

With Slack