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Provided as an example only. Create your own list to use along with the TAR RF708 Checklist


Purchase and Sale Agreement 

Confirmation of Agency Status 

Property Disclosure – Signed by Buyers-MUST HAVE HOA INFO

Lead Based Paint 

Disclaimer Form, Wire Fraud

Compensation Agreement

Buyers Rep Agreement- Designated Agency

Earnest Check or Copy of Check

Bank- Loan Pre-Qualification Letter

Disbursement Form (SilverPointe)

Purchase & Sale Agree Timeline Checklist (TAR RF708)


Get Binding Agreement Date & Final Contract

Make a folder 

Update Client’s Contact Information

Obtain Other Agent Information

Create Yellow Sticker for Folder

Add to Closing Spreadsheet

Add all deadlines to your Calendar

Change Status- MLS & Showing Time

Copy everything for Judy

  • Contract / Disclosure Statement/ Agency Status
  • Earnest Money Check or Copy
  • Lead Paint, Disclosures, Wire Fraud
  • Buyers Rep Agreement- Designated 
  • Compensation Agreement  Disbursement Form (SilverPointe)
  • MLS Change of Status Form

Copy everything for TN Title

Send client email congratulations & timeline sheet with copy of contract

Buyer: Set up Inspection Appointment (other inspections-septic,pool,termite)

Buyers: Homeowners Insurance Quote!

Get HOA CCRs & Utilities

Sellers: Get Title Policy-reissue credit

Notify Marketing (if applicable) of Pending status for advertisements

Almost Close:

Notification Form required at 14 days

Check on Appraisal

Set Closing Time & send to client

Order Warranty

Send Utilities Connection Reminder

Set up Walk thru Appointment

Closing Gift for Buyers


Update all websites with Sold status: Personal Website, Zillow, CRM

Remove from any websites or ads

Turn off Realtracs Autonotify

Change Client address CRM & Contacts List, on phone

Add commission/closed to Excel Spreadsheet, CRM etc

Add to SOLD sheet for Presentations

Calendar reminder to follow up

1 month,3,6,12 months & annually

Mail thank you letter to other agent

Final Settlement Statement in the file

Finalize Closing List and file 

Send ZILLOW or GOOGLE request to client for feedback

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