Real Estate Buyer Agent Checklist

• Conducted on

  Date

• Prepared by

• Location
  Address

• Contract Date

  Date

• Survey Date

  Date

• Option Period Date

  Date

• Closing Date

  Date

• Possession Date and Time

  Date

• Financing Date

  Date

• HOA Docs (If Applicable)

• Exclusion

• Earnest Money Amount

• Home Warrant Allowance

• Special Provision

• Seller Paid Closing Cost

• Objections

Task

• Set up dates of Contract in Checklist

  Done

  On-going

  Not yet started

  N/A

• Submit Contract and Earnest Money to Title Company

  Done

  On-going

  Not yet started

  N/A

• Deliver Option Money To Selling Agent

  Done

  On-going

  Not yet started

  N/A

• Schedule Inspections for Buyer

  Done

  On-going

  Not yet started

  N/A

• Obtain or set date for Survey

  Done

  On-going

  Not yet started

  N/A

• Will buyer attend closing?

  Done

  On-going

  Not yet started

  N/A

• Buyer to complete Loan Application

  Done

  On-going

  Not yet started

  N/A

• Perform Inspections & Request repairs within Option Period

  Done

  On-going

  Not yet started

  N/A

• Schedule closing time with Title Company

  Done

  On-going

  Not yet started

  N/A

• Request Repair Receipts

  Done

  On-going

  Not yet started

  N/A

• Remind buyer to get Insurance

  Done

  On-going

  Not yet started

  N/A

• Set up buyer with Utility Concierge

  Done

  On-going

  Not yet started

  N/A

• Receive credit Approval

  Done

  On-going

  Not yet started

  N/A

• Receive HOA Docs (if applicable)

  Done

  On-going

  Not yet started

  N/A

• Set up walk thru

  Done

  On-going

  Not yet started

  N/A

• Make sure buyer has valid ID to close

  Done

  On-going

  Not yet started

  N/A

• Receive and balance HUD-1

  Done

  On-going

  Not yet started

  N/A

• Attend Closing

  Done

  On-going

  Not yet started

  N/A

• Follow up funding

  Done

  On-going

  Not yet started

  N/A

Sign Off

• Name and Signature

  Sign