Templates
Checklists you can run tomorrow.
The CSV checklists from our articles. Open one in a spreadsheet, delete what your contract lacks, and use it on the next file. Free, no sign-up.
The checklists
CSV · Transaction coordinators and the agents who work with them
Transaction coordinator checklist
The 37 items a transaction coordinator checks on a purchase file, in six phases from intake to post-closing, each with the TREC 20-19 or C.A.R. RPA paragraph that sets its clock.
Preview and downloadCSV · Transaction coordinators taking on a new agent clientAgent onboarding checklist for a transaction coordinator
What a transaction coordinator collects from a new agent before the first file: brokerage, forms, systems, contacts and the paperwork the brokerage demands before a file goes for review.
Preview and downloadCSV · Buyer's agents and transaction coordinatorsBuyer contract-to-close checklist
Every step on the buyer's side from executed contract to keys, with who owns it, when it is due and what proves it is done.
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