Transaction Checklist

Track every step of your real estate deal.

The Chaos of Closing: Why You Need a Checklist

A real estate transaction involves dozens of people: buyers, sellers, agents, lenders, inspectors, appraisers, and title officers. With so many moving parts, dropping the ball on one small task—like forgetting to order the HOA packet—can delay closing by weeks.

Critical Deadlines NOT to Miss

  • Earnest Money Deposit: Usually due within 1-3 days of acceptance. Missing this breaches the contract immediately.
  • Inspection Objection: You have a limited window to inspect and ask for repairs. If you miss the deadline, you accept the house "as-is".
  • Loan Objection: The date by which you must secure financing or back out.

For Agents: Transaction Management

Top-producing agents don't rely on sticky notes. They use rigorous checklists to deliver a consistent client experience. This tool helps you create a standard operating procedure (SOP) for every deal.

Automate Your Checklists

Did you know StartApps CRM can automatically assign these tasks to you when a deal moves to "Under Contract"? Try our Transaction Management tools free.

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