Seller transaction: listing to closing checklist
Prep, launch, showings and every step under contract, shared with your seller and escrow. A free seller transaction: listing to closing checklist with 26 tasks in English and Spanish. Your team checks it off on a phone, and every check is time-stamped.
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26 tasks3 sectionsEnglish & SpanishFully editable
Before the listing goes live
- Pricing analysis (CMA) reviewed with the seller
- Sign the listing agreement
- Finish repairs and touch-ups
- Declutter and deep clean
- Staging done
- Professional photos and video
- Complete the seller disclosures
- Listing live on the MLS
- Sign and lockbox installed
On the market
- First open house
- Showing feedback sent to the seller
- Price and strategy review with the seller
Under contract
- Signed contract sent to escrow and the buyer's agent
- Open escrow and order title
- Send HOA documents and any reports you have
- Allow access for the buyer's inspections
- Respond to the buyer's repair request
- Finish agreed repairs and keep the receipts
- Request the mortgage payoff from the seller's lender
- Book movers; schedule utilities to stop the day after closing
- Set up mail forwarding
- Move out and leave the home broom-clean
- Sign the seller documents
- Recording confirmed; proceeds wired to the seller
- Leave keys, openers and manuals
- Cancel homeowners insurance once recording is confirmed
Ver la lista en español
Antes de publicar
- Análisis de precio (CMA) revisado con el vendedor
- Firmar el contrato de listado
- Terminar reparaciones y retoques
- Despejar y hacer limpieza profunda
- Decoración (staging) lista
- Fotos y video profesionales
- Completar las divulgaciones del vendedor
- Listado publicado en el MLS
- Letrero y caja de llaves instalados
En el mercado
- Primera casa abierta
- Comentarios de visitas enviados al vendedor
- Revisión de precio y estrategia con el vendedor
Bajo contrato
- Contrato firmado enviado a la compañía de depósito en garantía y al agente del comprador
- Abrir el depósito en garantía y pedir el seguro de título
- Enviar documentos de la asociación de propietarios (HOA) y reportes disponibles
- Permitir acceso para las inspecciones
- Responder a la solicitud de reparaciones
- Terminar las reparaciones acordadas y guardar recibos
- Pedir el saldo de la hipoteca al prestamista del vendedor
- Contratar la mudanza; programar fin de servicios el día después del cierre
- Programar el reenvío de correo
- Desocupar y dejar la casa barrida y limpia
- Firmar los documentos del vendedor
- Registro confirmado; fondos enviados al vendedor
- Dejar llaves, controles y manuales
- Cancelar el seguro de la casa cuando se confirme el registro
How your team uses it
- Start a free trial and pick this checklist. Rename it, for example after a client, a room or a vehicle, and change any task.
- Set the schedule: the days it is due, a done-by time and an address. It appears on your Google Calendar.
- Your team opens it on their phones and enters a personal 4-digit code. Every check carries their name and the real time.
- Managers get an email when something is overdue or a reading is out of range, and can see every list on one dashboard.