Checklist
Buyer/Seller Transaction Checklist
Keep essential buyer and seller milestones organized from contract to close.
$12one-time
Purchasing will be available in a future release.
Preview
A closer look inside
A practical pair of checklists that helps agents organize recurring transaction tasks while adapting each workflow to local requirements.
What’s Included
- Buyer transaction checklist
- Seller transaction checklist
- Milestone planner
- Customization notes
Who It’s For
- Agents standardizing transaction tasks
- New agents building a repeatable process
- Small teams aligning on handoffs
Features
Milestone-based organization
Customizable task fields
Reusable closing process
How It Works
Open your resource
Use the included file in the supported spreadsheet or document app.
Make it yours
Add your business details, goals and workflow without rebuilding the structure.
Use it each week
Keep the resource current as leads, transactions and priorities change.
Frequently Asked Questions
Related Resources
Finance Spreadsheet$19
Agent Income & Commission Tracker
Track expected commissions, received income and deal-level earnings.
View Resource
Spreadsheet Dashboard$39
Real Estate Agent Business Dashboard
See your pipeline, closings, income and priorities in one organized view.
View ResourceGet the complete system
View the $79 BundleComplete Agent Toolkit
Combine this resource with the full set of lead, finance, marketing and transaction templates.