ChecklistGuro Commercial Real Estate Sales Checklist
Unlock your commercial real estate success! Download our comprehensive Commercial Real Estate Sales Checklist - your essential guide to navigating deals, from initial prospecting to closing. Maximize efficiency, minimize risks, and close more deals with this must-have resource for brokers, investors, and developers. Get organized & boost your profits today!
Prospecting & Lead Generation
Activities related to finding and qualifying potential commercial real estate clients.
Number of Cold Calls Made
Number of Networking Events Attended
Primary Lead Source
Notes on Recent Prospecting Efforts
Target Property Types (for prospecting)
Date of Last Networking Event
Key Contacts Added (LinkedIn/Email)
Initial Consultation & Needs Assessment
Gathering information from potential clients and understanding their objectives.
Client's Business Overview (Industry, Size, Current Status)
Client's Real Estate Goals (Short-Term & Long-Term)
Approximate Budget Range
Preferred Property Type (Office, Retail, Industrial, Multi-Family, Land)
Desired Location Attributes (Select all that apply)
Target Acquisition Timeline
Client Role (Buyer, Seller, Investor)
Any Specific Concerns or Questions?
Property Search & Analysis
Identifying and evaluating suitable commercial properties for clients.
Property Size (SF)
Asking Price
Property Address
Property Type
Detailed Property Description
Key Features
Cap Rate
Year Built
Property Map
Marketing & Property Promotion
Strategies for advertising and showcasing properties to potential buyers.
Property Description for Marketing Materials
Marketing Channels Used (Select all that apply)
Professional Property Photos
Property Brochure (PDF)
Number of Property Views (Online)
Target Audience Profile (brief summary)
Date of Last Marketing Campaign Launch
Negotiation & Offer Management
Managing offers, counteroffers, and contract negotiations.
Initial Offer Price
Buyer's Offer Rationale (Justification)
Seller's Counter Offer Price
Seller's Counter Offer Rationale
Contingency Types (Buyer)
Expiration Date of Offer
Earnest Money Deposit Amount Type
Notes on Negotiation Strategy
Due Diligence & Inspections
Overseeing and coordinating necessary property inspections and due diligence.
Inspection Report Deadline
Phase 1 Environmental Site Assessment (ESA) Report
Summary of Inspection Findings (Initial Review)
Inspections Completed (Select all that apply)
Additional Inspection Notes/Observations
Estimated Cost of Identified Repairs (Based on Inspections)
Inspection Resolution Status
Property Survey Documents
Contract & Closing
Finalizing the sales agreement and managing the closing process.
Contract Execution Date
Buyer's Legal Name
Seller's Legal Name
Purchase Price
Closing Date
Contingencies (if any)
Fully Executed Contract (PDF)
Title Company
Broker Signature (Buyer)
Post-Sale & Client Follow-Up
Activities after the sale to maintain client relationships and generate referrals.
Closing Date
Post-Sale Debrief Notes (Client)
Referral Fee Paid (if applicable)
Client Satisfaction Survey Sent?
Follow-Up Call/Meeting Scheduled
Feedback Received (if applicable)
Thank You Note Sent?
Notes on potential repeat business or referrals
Legal & Compliance
Ensuring adherence to all relevant laws and regulations.
License Verification Status
License Expiration Date
Continuing Education Credits Completed
Fair Housing Training Completion?
Last Fair Housing Training Date
Review of Agency Agreements
Proof of E&O Insurance
Compliance with Antitrust Laws?
Administrative & Documentation
Managing paperwork, record-keeping, and other administrative tasks.
Client Name
Property Address
Sale Price
Contract Execution Date
Closing Date
Copy of Sales Agreement
Notes Regarding Contract Details
Escrow Company
Escrow Contact Name
Achou este modelo de lista de verificação útil?
Demonstração da Solução de Gestão de Tarefas
Organize-se e aumente a sua produtividade! O ChecklistGuro simplifica a gestão de tarefas, a definição de prioridades e o acompanhamento do progresso. Alcance mais objetivos, reduza o stress e atinja as suas metas. Gerencie tudo com o nosso sistema operativo de trabalho.
Modelos de listas de verificação relacionados
Podemos fazer isso juntos.
Precisa de ajuda com o(a) Task Management?
Tem alguma dúvida? Estamos aqui para ajudar. Envie a sua questão e responderemos o mais breve possível.