Sale Price:
$47.00
Original Price:
$68.00
Every task. Every form. In order.
After years of running real transaction files for agents, I turned my working checklist into a kit any California agent or transaction coordinator can use from day one. It follows a deal from the first consultation all the way to the one-year home anniversary, so nothing slips through the cracks.
WHAT'S INSIDE
Listing-Side Checklist (185 tasks & documents): pre-listing, preparing to list, active listing, in contract, closed, and what to do if escrow cancels
Buyer-Side Checklist (113 tasks & documents): onboarding, home search and offers, in contract, closed, and cancellations
Key-Deadline Cheat Sheet: California purchase-agreement default deadlines on one page - Auto-Dating Tracker (Excel + Google Sheets): enter your key dates once and every due date fills in. Includes status dropdowns, overdue alerts and % complete.
EVERY LINE TELLS YOU
What needs to happen, and whether it's a task or a document
Who usually handles it (agent or TC) -
When it's due, counted from your contract dates
When it applies (FHA/VA, HOA, trust sale, tenant-occupied, solar and more)
BUILT FOR
Solo agents who are tired of running files from memory
Transaction coordinators who want a ready-made system for every file
Small teams who need everyone working from the same checklist Includes C.A.R. forms plus SFAR (San Francisco) and PRDS (San Mateo / Santa Clara) variations.
WHAT YOU GET
Instant download: a 17-page PDF + an Excel tracker (opens in Google Sheets).
Please note: This kit is an organizational tool, not legal advice. Always follow your contract, your brokerage's compliance requirements and your broker's guidance. It doesn't include or reproduce any forms. Licensed for use by the purchaser and their team only.
Rather have someone run it for you? Core Close Professionals offers transaction and listing coordination for California agents.
Every task. Every form. In order.
After years of running real transaction files for agents, I turned my working checklist into a kit any California agent or transaction coordinator can use from day one. It follows a deal from the first consultation all the way to the one-year home anniversary, so nothing slips through the cracks.
WHAT'S INSIDE
Listing-Side Checklist (185 tasks & documents): pre-listing, preparing to list, active listing, in contract, closed, and what to do if escrow cancels
Buyer-Side Checklist (113 tasks & documents): onboarding, home search and offers, in contract, closed, and cancellations
Key-Deadline Cheat Sheet: California purchase-agreement default deadlines on one page - Auto-Dating Tracker (Excel + Google Sheets): enter your key dates once and every due date fills in. Includes status dropdowns, overdue alerts and % complete.
EVERY LINE TELLS YOU
What needs to happen, and whether it's a task or a document
Who usually handles it (agent or TC) -
When it's due, counted from your contract dates
When it applies (FHA/VA, HOA, trust sale, tenant-occupied, solar and more)
BUILT FOR
Solo agents who are tired of running files from memory
Transaction coordinators who want a ready-made system for every file
Small teams who need everyone working from the same checklist Includes C.A.R. forms plus SFAR (San Francisco) and PRDS (San Mateo / Santa Clara) variations.
WHAT YOU GET
Instant download: a 17-page PDF + an Excel tracker (opens in Google Sheets).
Please note: This kit is an organizational tool, not legal advice. Always follow your contract, your brokerage's compliance requirements and your broker's guidance. It doesn't include or reproduce any forms. Licensed for use by the purchaser and their team only.
Rather have someone run it for you? Core Close Professionals offers transaction and listing coordination for California agents.
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