Real Estate Transaction Checklist: Pre-listing Template

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For each property that a real estate agent engages to sell there are hundreds of small but very important details and tasks that must be done. Omitting one of these can cause problems and keep a sale from going through at the last minute. Because of this, it is good practice for realtors to follow a very precise transaction checklist template, like the one below, to feel confident that, whether selling two or twenty houses, they are not forgetting anything. This practice also prevents needing to re-invent the wheel and write down the planned process for each new property.

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Real Estate Transaction Checklist: Pre-listing for Priority Matrix

Real Estate Transaction Checklist: Pre-listing in Priority Matrix

Use our free real estate transaction checklist for pre-listing template for real estate agents. Feel confident that you're not forgetting anything important!

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Proposed Tasks


  • Research aaverage days on marketa for properties similar in type, price and location
  • Research all comparable currently listed properties
  • Research property as ownership and deed type
  • Research propertyas current use and zoning
  • Research propertyas land use coding and deed restrictions
  • Research propertyas public record information for lot size and dimensions
  • Research sales activity for past 18 months from MLS and public databases


  • Verify legal description
  • Verify legal names of owner(s) in countyas public property records


  • Compile and assemble formal file on property
  • Download and review property tax roll information
  • Obtain copy of subdivision plat/complex layout
  • Prepare a comparable market analysis (CMA) to establish market value

Listing Appointment

  • Confirm current public schools and explain their impact on market value
  • Make appointment with seller for listing presentation
  • Perform exterior acurb appeal assessmenta of subject property
  • Prepare listing presentation package with all researched materials
  • Review and edit appointment questions template
  • Review listing appointment checklist to ensure completion of all steps
  • Send a written or e-mail confirmation of appointment and call to confirm