Also called a buyer agent contract-to-close checklist, this real estate checklist is used by buyer’s agents or selling agents at the last stages of acquiring a property. At this stage in acquiring a property, terms have been agreed upon by all concerned parties and the buyer’s agent, along with the seller’s agent, is finalizing the deal.
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Title Page
Conducted on
Prepared by
Location
Checklist
Contract Date
Survey Date
Option Period Date
Closing Date
Possession Date and Time
Financing 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
Submit Contract and Earnest Money to Title Company
Deliver Option Money To Selling Agent
Schedule Inspections for Buyer
Obtain or set date for Survey
Will buyer attend closing?
Buyer to complete Loan Application
Perform Inspections & Request repairs within Option Period
Schedule closing time with Title Company
Request Repair Receipts
Remind buyer to get Insurance
Set up buyer with Utility Concierge
Receive credit Approval
Receive HOA Docs (if applicable)
Set up walk thru
Make sure buyer has valid ID to close
Receive and balance HUD-1
Attend Closing
Follow up funding
Sign Off
Name and Signature
SafetyCulture Staff
Real Estate Buyer Agent Checklist
Also called a buyer agent contract-to-close checklist, this real estate checklist is used by buyer’s agents or selling agents at the last stages of acquiring a property. At this stage in acquiring a property, terms have been agreed upon by all concerned parties and the buyer’s agent, along with the seller’s agent, is finalizing the deal.
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