Real Estate Checklists (for agents)
Download our free real estate checklists!
As a real estate agent we know you have to do a lot of juggling… and it’s easy to forget something, or drop it in the cracks. Checklists are a proven system that mega teams and top agents across the country use.
Below are buyer and seller checklists for you as a real estate agent. Like a coming soon ckecklist, or a new buyer checklist.
That folder system is good, but personally I found when they were stapled to a folder... they could get easily forgotten about. So that’s why I used the poster style. I had 4 printed and pinned up on my office wall for the entire team to see and use. Above is what the poster style looks like. The 4 we used were; the new buyer checklist, buyer close checklist, new listing checklist and the seller close checklist.
Many agents are more comfortable with paper, but you can download these checklists and import them directly into your database. *Most databases don’t have a checklist feature, so I bet most will still enjoy the paper system. Use whatever works with you.
Real estate agent templates and examples to download:
We made different versions for different brands too:
Want to copy & paste? These lists will get you started:
Coming Soon Checklist:
New Listing Checklist:
Open House Checklist:
Seller Close Checklist:
New Buyer Checklist:
Buyer Close Checklist:
These are just a start. You should have things to add to the list that’s unique to you, your business, the market you are in and the required paper and procedures. I suggest reviewing these with your manager and team to brainstorm and add your own spin on things.
I hope you use out of these for years to come and I see them pinned to your wall one day. I know they helped me.