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Real Estate Buyer Agent Checklist

by John Cyr, from the Community

Downloads: 10+

This contract-to-close checklist helps buyer's agents manage the final stages of a real estate transaction. Capture key dates for contract, option period, financing, survey, inspections, and closing. Submit contract and earnest money to the title company, deliver option money, schedule inspections, request repairs and collect receipts, and coordinate HOA documents and insurance. Confirm loan approval, set the walk-through and closing time, verify buyer ID, balance the HUD-1, attend closing, and follow up on funding. Use it to keep tasks organized, maintain compliance, and prevent delays.

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About author

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.