Listing &
Transaction Checklist

Every step organized from first appointment to final key handoff.

Choose the checklist you need, add the important dates and details, and receive a personalized plan that keeps your listing or transaction moving without relying on memory.

What are you working on today?

Pick one to open a short, guided worksheet. You can switch anytime.

Listing Checklist

Create a complete plan for preparing, launching, marketing, managing, and closing out a listing.

Transaction Checklist

Create a complete contract-to-closing plan with deadlines, client communication, paperwork, follow-up, and key handoff.

Step 1 of 8

Fill in what you know and skip the rest. Nothing here is a test. Dates and details you enter shape the checklist. Anything you leave blank is simply left out, and we will flag what is worth adding later.

Agent and File Details

Anything unusual or important about this file? optional

Listing Stage

Where are you in the listing process?
What is your role?

Important Dates

Only the dates you know. The checklist builds around whatever you enter, and marks anything already past as overdue. Blank dates are skipped, never guessed.

Open house dates add as many as you like
Other custom dates optional

Pre-Listing Preparation

Tick what applies. Each becomes a task in your checklist.

Add your own pre-listing tasks optional

Property Preparation

Pick the services this listing needs. Add a vendor, date, or note for any of them and we will track it.

Details for the services you picked optional

These fill in as you tick services above. Add a date and we will schedule the booking task for you.

Documents and Compliance

Tick the documents this file involves and set where each one stands. We do not decide what is legally required. Confirm that with your brokerage.

Please read: This tool does not give legal or regulatory advice and does not decide what your file requires. Always confirm document and disclosure requirements with your brokerage and your jurisdiction.

Marketing Plan

Choose the marketing tasks to include. Each becomes a scheduled step around your launch.

Showings and Seller Communication

How often should the seller hear from you?
What should the checklist track?

Offers and Sale

Pick the offer and sale tasks to include. They appear when your listing reaches that stage.

Transaction Type

Which side are you representing?
What is the transaction status?
What kind of property is this?

Contract Details

Enter the dates from the contract exactly as written. We never change or guess a contract date. Anything already past is marked overdue.

Conditions add each one with its date
Other custom deadlines optional

Parties and Contacts

Optional, but adding contacts builds your vendor and contact tracker and lets us flag if a key contact is missing.

Conditions and Due Diligence

Tick the due-diligence items that apply. Each becomes a task tied to your condition dates.

Deposit and Documents

Tick the deposit and document items to track on this file.

Documents to track with status optional

Add any document you want in the tracker and set where it stands.

Client Communication

Pick the messages to include. We will draft ready-to-send versions in your results.

How often do you want to update the client?

Completion and Possession

Tick the closing tasks that apply to this file.

Add your own closing tasks optional

Output Preferences

How would you like the checklist organized?
What should be included in your results?

The recommended set is preselected. Add or remove anything.

Would you like to add your own brokerage or team steps? optional

Building your checklist

Organizing your timeline...

Your checklist is ready

Here is what needs your attention, the full plan by stage, and everything you are tracking on this file.