Real Estate Case Management Checklist Template
Streamline real estate transactions & disputes! Our Real Estate Case Management Checklist Template ensures no detail is missed-from initial assessment to final resolution. Protect your firm & clients with this essential tool. Download now!
This Template was installed 3 times.
Initial Assessment & Intake
Gathering initial information and defining the scope of the case.
Client Name
Case Number (if assigned)
Date of Initial Contact
Type of Real Estate Transaction
Brief Description of Client's Needs/Concerns
Potential Issues Identified
Relevant Documents (if available)
Due Diligence & Title Review
Verifying property details, liens, and encumbrances.
Title Search Order Date
Summary of Title Search Results
Title Company Used
Copy of Preliminary Title Report
Number of Recorded Liens
Description of Encumbrances (Easements, Restrictions)
Title Insurance Policy Status
Contract Negotiation & Execution
Managing the drafting, review, and finalization of agreements.
Offer Expiration Date
Contingency Clauses?
Negotiation Notes & Summary
Purchase Price Adjustment (if applicable)
Buyer Signature (Initial)
Earnest Money Deposit Details?
Uploaded Counteroffer Documents
Financing & Escrow
Tracking loan applications, appraisals, and escrow processes.
Loan Amount
Loan Type
Loan Application Date
Interest Rate
Appraisal Date
Escrow Company
Escrow Fees
Funding Date
Property Inspections & Reports
Coordinating and reviewing inspection results (e.g., home, environmental).
Inspection Scheduling Date
Inspection Type
Inspector's Summary/Notes
Inspection Report (PDF/Image)
Inspection Cost
Inspection Result
Legal & Regulatory Compliance
Ensuring adherence to relevant laws and regulations (e.g., zoning, fair housing).
Zoning Compliance Status
Fair Housing Act Compliance
Environmental Assessment Completion Date
Notes on Potential Regulatory Issues
Disclosure Status
Supporting Documents (e.g., Permits, Certificates)
Closing & Transfer of Ownership
Managing the final steps of the transaction, including document signing and recording.
Scheduled Closing Date
Scheduled Closing Time
Closing Location
Buyer Signature Capture
Seller Signature Capture
Final Deed Upload
Total Closing Costs
Funding Status
Post-Closing Activities
Handling any follow-up items or adjustments after the closing.
Final Payment Received Date
Adjustments/Refunds Issued (if any)
Summary of Post-Closing Issues (if any)
Title Company Satisfaction
Supporting Documents (e.g., final accounting)
Time spent on post-closing tasks
Document Management & Archiving
Organizing and securely storing all case-related documents.
Document Scan Date
Document Category
Document Description/Notes
Scanned Document File
Document Status
Page Count
Communication & Stakeholder Management
Maintaining clear and consistent communication with all parties involved.
Communication Method Preferred
Last Communication Date
Communication Summary
Stakeholders Involved
Contact Person Name
Number of Communications
Acknowledgement of Communication (Optional)
Case Management Screen Recording
See ChecklistGuro's Case Management in action! This screen recording demonstrates how our BPM platform simplifies case tracking, task assignment, and overall process control. Learn how to improve efficiency and reduce errors with ChecklistGuro. #CaseManagement #BPM #ChecklistGuro #ProcessAutomation #Workflow
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