Education Center

Checklists for every step.

Buyers, sellers, agents, and post-closing - so nothing important slips through. Each preview includes a downloadable .docx version.

01 / Checklist

Buyer's Prep Checklist

Everything to line up before house hunting gets serious - financing, budget, and search readiness.

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  1. 01Mortgage pre-approval from a trusted lender
  2. 02W-2s, tax returns, pay stubs, and bank statements ready
  3. 03Maximum purchase price and moving budget defined
  4. 04Must-haves vs. nice-to-haves list with your agent
  5. 05Photo ID and proof of funds prepared for offers
02 / Checklist

Seller's Pre-Listing Checklist

What to do before the photographer arrives so the home is ready to perform on day one.

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  1. 01Declutter, depersonalize, and deep clean every room
  2. 02Touch-up paint, fix small repairs, refresh fixtures
  3. 03Boost curb appeal: landscaping, power wash, front door
  4. 04Gather HOA docs, disclosures, warranties, payoff info
  5. 05Approve MLS remarks, schedule photography and 3D tour
03 / Checklist

Seller's Prep Checklist

Two weeks out is the sweet spot. Most seller delays come from documents nobody thought to gather.

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  1. 01HOA documents, warranties, and appliance manuals located
  2. 02Mortgage payoff and forwarding address confirmed
  3. 03Final cleaning, repairs, and yard service scheduled
  4. 04All keys, remotes, fobs, and codes collected
  5. 05Utilities scheduled to transfer or cancel at closing
04 / Checklist

Transaction Timeline Checklist

A week-by-week map of escrow so every party knows what is due and when.

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  1. 01Days 1-3: contract delivered, escrow opened, EMD posted
  2. 02Week 1-2: inspections, disclosures, repair negotiation
  3. 03Week 2-3: appraisal ordered, loan into underwriting
  4. 04Week 4-5: clear to close, CD delivered, signing scheduled
  5. 05Closing week: signing, funding, recording, keys delivered
05 / Checklist

Closing Day Checklist

For every party at the signing table. The difference between a 20-minute closing and a 90-minute one.

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  1. 01Government-issued photo ID for every person on TITLE
  2. 02Proof of homeowners insurance with lender listed as payee
  3. 03Cashier's check or wire confirmation for cash to close
  4. 04Voided check for automatic mortgage payments
  5. 05Confirm wire instructions by phone before sending funds
06 / Checklist

Post-Closing Checklist (Buyers & Sellers)

The day after closing matters as much as the day of. Here is what new owners should not forget.

Download .docx
  1. 01Transfer or cancel utilities, internet, and HOA dues
  2. 02Update driver's license, vehicle, and voter registration
  3. 03File homestead exemption (Arizona deadline: Sept 1)
  4. 04Change locks, rekey doors, reprogram smart devices
  5. 05Save closing package digitally and physically
07 / Checklist

Seller's Post-Closing Checklist

Wrap up the sale cleanly so nothing surprises you weeks later, including at tax time.

Download .docx
  1. 01Confirm mortgage payoff and request release letter
  2. 02Cancel homeowners insurance after deed records
  3. 03Verify proceeds wire has cleared your account
  4. 04Cancel HOA autopay; provide forwarding address
  5. 05Save settlement statement for your tax professional
08 / Checklist

Client Onboarding Checklist

Set the tone in the first 24 hours so every client feels guided from contract to keys.

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  1. 01Welcome packet with contacts, timeline, and next steps
  2. 02Collect signed agreements, ID, and earnest money
  3. 03Warm-intro the escrow officer, lender, and key vendors
  4. 04Calendar all contingency and closing dates
  5. 05Add to CRM with tags for transaction type and close date
09 / Checklist

New Listing Checklist (Agent)

From signed listing agreement to live on MLS, without scrambling at the eleventh hour.

Download .docx
  1. 01Signed listing agreement and brokerage disclosures
  2. 02Property disclosures, HOA docs, payoff info collected
  3. 03Walkthrough for repairs, staging, and prep needs
  4. 04Professional photography, video, and floor plan scheduled
  5. 05MLS details verified, photos uploaded, syndication confirmed
10 / Checklist

Open House Checklist (Agent)

Plan it like an event. Run it like a pro. Follow up like the deal depends on it - because it does.

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  1. 01MLS, social, and email blast scheduled in advance
  2. 02Yard sign, 8-12 directional signs, and feature sheets
  3. 03Sign-in system, business cards, refreshments ready
  4. 04Arrive 30-45 minutes early, lights on, blinds open
  5. 05Same-day CRM entry and 24-hour follow-up to attendees
11 / Checklist

Agent's Deal Flow Checklist

A good transaction is a series of small confirmations. The rhythm that keeps deals on time.

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  1. 01Confirm escrow opened and earnest money deposited
  2. 02Calendar every contingency the day the contract is signed
  3. 03Track inspections, repairs, and repair receipts
  4. 04Verify clear-to-close at least 5 days before signing
  5. 05Review the settlement statement before it reaches the client
12 / Checklist

Agent's Post-Closing Checklist

Close out the file the right way and start the relationship that brings the next deal.

Download .docx
  1. 01Confirm funding, recording, and disbursement complete
  2. 02Verify keys, remotes, and codes handed off
  3. 03Submit final closing package to brokerage compliance
  4. 04Add client to CRM with anniversary reminders
  5. 05Schedule 30-day, 6-month, and 1-year check-ins
13 / Checklist

Client Appreciation & Follow-Up Checklist

Closing is the start of the relationship, not the end. A rhythm for staying their forever agent.

Download .docx
  1. 01Closing week: gift, handwritten card, closing binder
  2. 02First 30 days: vendor referrals and settling-in check-in
  3. 0390 days: seasonal homeowner tips and review request
  4. 041 year: home anniversary gift and free CMA
  5. 05Ongoing: quarterly market updates and holiday touches
14 / Checklist

RESPA Marketing Compliance Checkpoints

Use this before any co-marketing, gift, event, or ad with another settlement service provider.

Download .docx
  1. 01No value exchanged for referrals (cash, gifts, services)
  2. 02Co-branded costs split proportionally to branding share
  3. 03Gifts nominal (under ~$25), not conditional on referrals
  4. 04Educational events with fairly split costs only
  5. 05Documentation: invoices, receipts, written agreements
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