Real Estate Checklist PDF Details

The Real Estate Checklist form is a comprehensive tool designed to guide both real estate professionals and their clients through the complex process of buying or selling property. With sections that detail every step from listing a property to closing a sale, this form ensures nothing is overlooked. It organizes and clarifies the necessary documents, inspections, and verifications required to complete a real estate transaction. These include the sale contract, property address, client information, and important dates like acceptance and closing. It details the property type, ensures all parties are represented and includes a checklist ranging from initial document collection, such as the MLS printout and earnest money receipt, to final steps like obtaining the final signed HUD. Also encompassed within the form are specific disclosures, inspection reports, and legal notices that protect both buyers and sellers, ensuring a transparent and fair transaction. This form serves not only as a record-keeping tool but also as a roadmap for a successful real estate transaction, highlighting the importance of thoroughness in one of the most significant financial decisions individuals make.

QuestionAnswer
Form NameReal Estate Checklist
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namestransaction checklist, real estate transaction checklist templates, california real estate transaction checklist pdf, california real estate transaction coordinator checklist pdf

Form Preview Example

Sale Contract Checklist

 

Property Address:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

File No:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City:

 

 

 

 

 

 

 

State:

 

 

 

 

 

Zip Code:

 

 

 

 

 

 

 

 

 

 

Client Name(s):

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

MLS #:

 

 

 

 

 

 

Acceptance Date:

 

 

 

 

 

 

 

 

 

 

 

Closing Date:

 

 

 

 

 

 

 

 

 

 

Property Type:

 

SFR

 

SFRNC

MSFR

MH

 

TH/C

TH/CNC

Res. Inc.

Co-op

 

 

 

 

 

 

 

 

New Construction

Unrepresented Seller

 

 

Land/Lot

Commercial

 

 

 

 

 

MLS Status Change:

Contingent

 

 

CAPA

 

 

 

 

 

Pending

 

 

 

Sold

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Listing

Buyer

Agent check

 

Manager Check if

 

 

Check if

 

Type of Transaction

 

New

 

 

 

 

 

 

 

 

Sold

Sale

if Attached

 

Missing:

 

 

Received

 

Lines # 1 – 12 should be completed within three (3) days

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Notes or Requirements

 

 

 

 

 

1. MLS Printout, URS Flyer or Assessor’s Page

 

 

 

 

 

x

x

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2. Earnest Money Receipt

 

 

 

 

 

x

x

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3.

Purchase Contract Fully Signed & Initialed

 

 

 

 

 

x

x

 

 

 

 

 

 

 

 

 

 

 

 

 

 

4.

Signed Counter Offer(s) – Total Number (

)

 

 

 

x

x

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

5.

Addenda – Circle if Included in File: Affidavit of Disclosure

x

x

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Wastewater Add GV/Sahuarita Add, HOA Condo/Planned

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Community Add, Clause Add, As-Is Add, Buyer Contingency Add

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

6. Loan Status Report (LSR)

 

 

 

 

 

x

x

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

7.

Lead Based Paint Disclosure (All Parties Signed as Req.)

 

x

x

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

8.

Real Estate Agency Disclosure and Election

 

 

 

 

 

 

 

x

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

9. Limited Dual Agency

 

 

 

 

 

 

 

 

x

x

 

 

 

 

 

 

 

 

 

 

 

 

 

 

10.

Buyer’s Advisory

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

11.

Buyer Broker Employment Agreement

 

 

 

 

 

 

 

x

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

12.

Comparable Market Analysis

 

 

 

 

 

 

 

x

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Lines # 13 – 29 Turn in day of Closing

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

13.

Estimated Closing Cost Sheet

 

 

 

 

 

x

x

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

14.

Property Verification Form

 

 

 

 

 

x

x

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

15.

SPDS (Residential / Land / Commercial / Well)

 

x

x

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

16.

Buyer’s Receipt & Acknowledgment of HOA Docs

 

x

x

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

17.

Insurance Claims History (C.L.U.E.)

 

 

 

 

 

x

x

 

 

 

 

 

 

 

 

 

 

 

 

 

 

18.

Copy of Home Inspection Report

 

 

 

 

 

x

x

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

19.

Termite Inspection Report

 

 

 

 

 

x

x

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

20.

Buyers Inspection Notice and Sellers Response (BINSR)

x

x

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

21.

Circle if Included in File: Septic, Flood Cert., Well Cert.,

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Supplemental Closing Instructions, Roadway Agreement,

 

x

x

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Power of Atty, Home Warranty, Mold Disclosure, FHA/HUD

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Inspection, Pool, Airport, SuperFund, Permit Disclosure, PB

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Pipe

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

22.

Preliminary Title Report

 

 

 

 

 

x

x

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

23.

Seller’s HOA Information & Request

 

 

 

 

 

x

x

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

24.

New Construction: Receipt for Public Report

 

x

x

 

 

 

 

 

 

 

 

 

 

 

 

 

 

25.

New Construction: Contract signed by Seller, Commission

x

x

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Agreement, Site Map, Copy of 5 Year Pre-Treatment

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

26.

Cure Notice(s)

 

 

 

 

 

 

 

 

 

 

 

 

x

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

27.

Final Walkthrough

 

 

 

 

 

 

 

 

x

x

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

28.

DFT – Escrow Cancellation Instructions (Earnest Money?)

x

x

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

29.

Commission Report

 

 

 

 

 

 

 

 

x

x

 

 

 

 

 

 

 

 

 

 

 

 

 

 

30.

Status Report Form (Closed)

 

 

 

 

 

x

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

31.

Final Signed HUD

 

 

 

 

 

 

 

 

x

x

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

32.

Comments:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

©Tucson Association of REALTORS® 03/06/08

 

This form is intended as a guideline only. Refer to Company policy.

©Tucson Association of REALTORS® 03/06/08

This form is intended as a guideline only. Refer to Company policy.

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