This is a general template that is useful for anyone buying or selling residential or commercial real estate. There are plenty of checklist slots to fill in and it is very easy to add more or remove items. The document is easily printable as well.
$25.00 USD
After purchase, the template will be immediately accessible. This is also included in the real estate templates bundle.
You want to stay on top of a real estate transaction. If you are planning to sell or buy a home / commercial building, it will require good organization in order for a smooth transaction to take place. Having a checklist with notes will make that happen more easily.
Template Features:
- Includes 5 separate tabs
- List for Buyers
- List for Sellers
- List for Buying Agent
- List for Selling Agent
- List for Documents
- Each checklist was researched and designed to flow from first task to last task as much as possible and the items in the default list are specific to the title of the tab.
Each checklist can be easily edited to say whatever you want each row to say and it is expandable by simply dragging down the last row that has a checkmark box. Everything is completely adjustable as needed.
Since a real estate transaction has many points of view, it was prudent to have multiple checklists for each. That is why there are multiple tabs with varying checklist items on each.
I added a summary at the top of each tab that auto-calculates the number of items and the percentage of them that are complete. This will update as things are checked off. You can easily share this template or make a copy of it as much as you want. Just be sure to keep it within your own organization.
Each tab can easily be printed out as well by simply hitting File > Download > PDF and then you can print the PDF out. It is formatted to fit 8.5x11 size paper Portrait style.
Related Financial Models:
You may also like this to-do list tracker for ongoing or recurring items.
