SmartHelping / Real Estate / Google Sheets
Real Estate Checklist
Keep a residential or commercial real estate transaction organized with separate checklists for buyers, sellers, buying agents, selling agents and documents. Customize the tasks, keep notes and track completion, then print the checklist when you need a paper copy.
Immediate access after purchase. By purchasing, you agree to the Terms of Service.
See the checklist in action
Organize the transaction from the first task to the last.
Watch the walkthrough to see how the checklists work. Open the screenshots below to preview the tabs, checkboxes, notes area and completion summary.
Five dedicated checklist tabs
A separate list for each side of the transaction.
Each checklist starts with items specific to its role, arranged to follow the transaction from earlier tasks to later tasks as much as possible.
Buyer checklist
Organize the buyer’s tasks in a dedicated list and adjust the wording to fit the property and transaction.
Seller checklist
Keep the seller’s tasks together, with editable items for the selling side of the transaction.
Buying agent checklist
Use a separate list for the agent representing the buyer, with tasks organized around that role.
Selling agent checklist
Track the selling agent’s tasks on their own tab and customize the list for the transaction.
Documents checklist
Keep document-related checklist items together so you can review their completion separately from the buyer, seller and agent tasks.
Adjust the checklist to your process
Keep the structure and make the tasks your own.
The checklist wording and number of items can be changed as needed.
Editable task descriptions
Change the text in each row to match what needs to happen for your transaction.
Add or remove items
Remove items you do not need. To expand a list, drag down the last row that contains a checkbox.
Notes alongside the checklist
Use the notes area to keep relevant transaction information and reminders with the checklist.
Residential or commercial use
Adapt the general checklist structure for buying or selling a home or a commercial property.
Automatic progress summary
Check off the tasks and see the completion percentage update.
Each checklist tab includes a summary at the top, giving you a quick view of progress for that list.
Total items
Review the automatically calculated number of items on the checklist.
Items checked
Mark tasks with the checkboxes as they are completed and review the number of items checked.
Percentage complete
The completion percentage updates as items are checked off, helping you review how much of that checklist is finished.
How to use the template
Set up the list, then maintain it as the transaction progresses.
Choose the checklist
Open the Buyer, Seller, Buying Agent, Selling Agent or Documents tab for the work you want to organize.
Customize the tasks and notes
Edit the default wording, remove items that do not apply and add more rows where needed. Keep relevant notes with the checklist.
Update completion
Check off finished items and review the total items, items checked and completion percentage at the top of the tab.
Export and print
Use File > Download > PDF to create a printable copy. The checklist is formatted for 8.5 × 11-inch paper in portrait orientation.
Printing and internal team use
Keep a digital checklist or print a working copy.
Portrait PDF printing
Each checklist tab is formatted for 8.5 × 11-inch paper in portrait orientation. In Google Sheets, choose File > Download > PDF, then print the PDF.
Copies within your organization
Make copies or share the template within your own organization as needed. Keep the template and its copies within your organization.
Who the template is for
For buyers, sellers and real estate agents.
Property buyers and sellers
Keep a clear list of tasks and notes for a residential or commercial transaction, with a quick view of what has been completed.
Agents and transaction teams
Use the separate buying-agent, selling-agent and document checklists to organize the work from each perspective.
Also available in these bundles
Need tools for more of your real estate work?
This checklist is included in the Real Estate templates bundle. The Super Smart Bundle provides access to the complete public SmartHelping template collection.
More organizational tools
Explore templates for recurring tasks and inventory.
Questions before you buy
A few useful details.
Which checklists are included?
There are five dedicated checklist tabs: Buyer, Seller, Buying Agent, Selling Agent and Documents.
Can I change or expand the lists?
Yes. Edit the wording in each row, remove items you do not need and expand a list by dragging down the last row that contains a checkbox.
Does the template track completion automatically?
Yes. Each checklist has a summary at the top showing the item count and completion percentage. The summary updates as you check off items.
Can I use it for commercial real estate?
Yes. The general checklist structure can be customized for residential or commercial property transactions.
How do I print a checklist?
In Google Sheets, choose File > Download > PDF and print the resulting PDF. The tabs are formatted for 8.5 × 11-inch paper in portrait orientation.
Can I share the template with my team?
Yes. You can share or copy it within your own organization. Keep the template and its copies within your organization.
Keep the transaction organized
Give every task a place on the checklist.
Get the Real Estate Checklist for $25, with five editable checklists, automatic completion summaries and printable layouts in Google Sheets.
