Free Real Estate Transaction Timeline Checklist

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[your company name]

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Pre-Transaction Preparation:

• Financial Readiness: Have you assessed your financial situation and obtained pre-approval for a mortgage (if applicable)?

• Real Estate Agent: Have you enlisted a reputable real estate agent to represent your interests?

Initial Stages:

• Property Search: Have you identified potential properties that meet your criteria?

• Market Analysis: Did you research the local real estate market to understand current trends?

• Property Inspection: Have you scheduled inspections for the selected properties?

• Offer Preparation: Have you worked with your agent to create a competitive offer?

• Seller's Disclosure: Did you receive and review the seller's disclosure statement?

• Negotiation: Have you negotiated the terms of the sale with the seller?

Under Contract:

• Contract Signing: Have both parties signed the purchase agreement?

• Earnest Money: Have you deposited the earnest money into an escrow account?

• Home Appraisal: Has the property passed the appraisal process?

• Inspections: Have all necessary inspections been completed to your satisfaction?

• Financing Approval: Has your loan been approved by the lender?

• Title Search: Has the title been searched for any encumbrances or liens?

Closing Preparations:

• Closing Date: Is the closing date scheduled and confirmed?

• Final Walkthrough: Have you conducted a final walkthrough to ensure the property's condition?

• Insurance: Have you secured homeowner's insurance for the property?

• Closing Funds: Do you have the necessary funds for closing costs?

• Documentation Review: Have you reviewed all closing documents with your attorney or agent?

Closing:

• Signing: Have you signed all the required documents during the closing?

• Funds Transfer: Has the payment been made to the seller, and the property title transferred?

• Keys: Have you received the keys to the property?

Post-Closing:

• Utilities Transfer: Have you transferred utilities to your name?

• Change of Address: Have you updated your address with relevant institutions?

• Home Warranty: Did you consider purchasing a home warranty for peace of mind?

Post-Closing:

• Documentation Storage: Have you safely stored all closing documents and receipts?

• Thank You: Did you thank your real estate agent and everyone involved in the process?