Real Estate Agency Checklists

REAL ESTATE AGENCY CHECKLISTS

Purpose: This checklist documents agency file completion, statutory disclosures, inspection and closing tasks, marketing activities, and compliance items required to assemble a complete transaction file. Completion of individual items does not supersede contractual deadlines or regulatory obligations. The signing agent certifies accuracy of entries and timely retention of supporting documents as required by agency policy and applicable law.

Transaction Identification

Property Type: Residential Condominium Multi-Family Commercial Land

Parties and Contacts

Key Dates and Deadlines

Listing Date:    Offer Received Date:    Offer Accepted Date:

Earnest Money Received Date:    Inspection Period Expiration:    Financing Contingency Deadline:

Appraisal Due Date:    Closing Date:    Possession Date:

Financial Terms and Escrow

Deposit Received: Yes    Date Received:    Evidence Attached: Yes

Disclosures and Compliance

Lead-Based Paint Disclosure Provided: Yes No    Date Provided:

Seller Property Condition Disclosure Signed: Yes No    Date Signed:

HOA/COA Documents Provided: Yes No    Received Date:

Inspections, Reports & Repairs

Home Inspection Ordered: Yes No    Date Ordered:

Repairs Completed: Yes No    Completion Date:    Evidence Attached: Yes

Marketing & Listing Tasks

Photos Taken: Yes    Date:    Photographer:

MLS Entry Completed: Yes    MLS Number:    Date Entered:

Lockbox Installed: Yes    Lockbox Serial #:    Date Installed:

Closing & Post-Closing Tasks

Title Order Placed: Yes    Date Ordered:

Closing Statement / Settlement Statement Received: Yes    Date Received:

Certifications and Agency Acknowledgments

By initialing or signing below, the listing agent affirms that the documents and tasks identified on this checklist that are marked complete are present in the retained transaction file and that the agent has exercised reasonable care in obtaining and preserving all required disclosures, inspection reports, receipts and communications. The agent further acknowledges obligations for confidentiality, accuracy, and prompt forwarding of documents to escrow and the supervising broker.

Agent Initials:    Date:

File Retention Location:    Date of File Close:

Agency Compliance Note: The supervising broker reviews this checklist and supporting documents periodically. Any omissions or inaccuracies identified by the supervising broker may result in remedial action to ensure regulatory compliance and risk mitigation.

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