Jason Gibb, Real Estate Software User-Friendly CRM+ (RealSpace Real Estate Software)

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Nina Hollander, Broker
Coldwell Banker Realty - Charlotte, NC
Your Greater Charlotte Realtor

One of the things I've found over the years is that a transaction process list can be very personal and also differ from transaction to transaction.

Dec 29, 2015 08:04 PM
Raymond E. Camp
Ontario, NY
Licensed Real Estate Salesperson Greater Rochester

does this work

Dec 29, 2015 09:36 PM
Michael Jacobs
Pasadena, CA
Los Angeles Pasadena 818.516.4393

I respect Nina Hollander even more after reading her spot on answer.  

Dec 29, 2015 10:32 PM
Michael Thacker - Re/Max Real Estate Center - Louisville
Re/Max Real Estate Center - The Thacker Group - Louisville, KY
Your best friend who just happens to be a Realtor

I use a modified version of the one in my CRM, Top Producer. It keeps me on track.

Dec 29, 2015 09:33 PM
Candice A. Donofrio
Next Wave RE Investments LLC Bullhead City AZ Commercial RE Broker - Fort Mohave, AZ
928-201-4BHC (4242) call/text

I have a critical date list and an escrow flow chart. E me with contact info to shoot them over. They can be a blueprint. Nina Hollander is right, though. Just a guide to create what would be a very elastic, fluid document.

Dec 29, 2015 09:25 PM
Bob Crane
Woodland Management Service / Woodland Real Estate, KW Diversified - Stevens Point, WI
Forestland Experts! 715-204-9671

Bob Stewart held a contest a few months ago for Brevity, you may find some good checklists in the entries to this.


Dec 29, 2015 07:02 PM
Praful Thakkar
LAER Realty Partners - Andover, MA
Andover, MA: Andover Luxury Homes For Sale

Jason Gibb it varies from state to state. I do have all my documents that I discuss with the buyers in MA.

Plus ActiveRain has plenty of resource for this.

You can still call me, if you want more....

Dec 30, 2015 03:39 PM
Ryan Huggins - Thousand Oaks, CA
https://HugginsHomes.com - Thousand Oaks, CA
Residential Real Estate and Investment Properties

I track the contingency removal dates and I have a small list of paperwork I have to have in.  Other than that, nothing.

Dec 30, 2015 12:40 AM
Amelia Robinette
NoVa House and Home - Frankly Realty - Falls Church, VA
Education, Innovation, Service

sounds like you're using Infusionsoft, or something similar. I've built the transaction workflows in IFS before, feel free to email me and I can tell you the mistakes I've made.

One of the big ones - starting with too much complexity.

Keep the steps simple at first - maybe start with contingency deadlines/milestones only. As you build it, leave 10-20 steps in between each simple step, then add as needed. It's harder to delete than it is to add, messes up the pipeline reports pretty badly and clean up is painful and expensive.

Dec 30, 2015 12:14 AM
Tammy Lankford,
Lane Realty Eatonton, GA Lake Sinclair, Milledgeville, 706-485-9668 - Eatonton, GA
Broker GA Lake Sinclair/Eatonton/Milledgeville

I made my own. I put it in the transaction folder and start checking (in evernote).  

Dec 29, 2015 11:00 PM
Joe Pryor
The Virtual Real Estate Team - Oklahoma City, OK
REALTOR® - Oklahoma Investment Properties

You can create checklist templates in Evernote

Dec 29, 2015 09:32 PM
Tony and Suzanne Marriott, Associate Brokers
Serving the Greater Phoenix and Scottsdale Metropolitan Area - Scottsdale, AZ
Haven Express @ Keller Williams Arizona Realty

 We helped several Keller Williams franchises implement SureClose 3rd party vendor) a number of years ago.  KW has now migrated to DotLoop - however - as a start - I would take a look at what competitors (3rd party transaction management platforms) are currently offering...

Dec 29, 2015 09:15 PM
Richard Weeks
Dallas, TX
REALTOR®, Broker

Send me an email (richard@allstarhomegroup.com) and I will send you what I use.  I caution you to use it as a template and customize it for yourself.

Dec 29, 2015 09:12 PM
Gita Bantwal
RE/MAX Centre Realtors - Warwick, PA
REALTOR,ABR,CRS,SRES,GRI - Bucks County & Philadel

It may be different in different states. It is best to go over all your transactions for last couple of years and see what you learned from them.

Dec 29, 2015 09:02 PM
Marco Giancola
Beachfront Realty - Miami Beach, FL
Realtor (305)608-1922, Miami Beach Florida

Old school detailed checklists works for me.

Dec 29, 2015 08:46 PM
Barbara Todaro
RE/MAX Executive Realty - Happily Retired - Franklin, MA
Previously Affiliated with The Todaro Team

I agree totally with Nina Hollander 's comment.... 

Dec 29, 2015 08:08 PM
Susan Laxson CRS
Premiere Plus Realty - Naples, FL
Realtor in Naples & Marco Island, FL

I find lots of good information and checklists on Lab Coat Agents on Facebook. They might have what you are looking for there, or at least give you some ideas.

Dec 29, 2015 07:07 PM
Debbie Reynolds, C21 Platinum Properties
Platinum Properties- (931)771-9070 - Clarksville, TN
The Dedicated Clarksville TN Realtor-(931)320-6730

I have mine but it is particualr to my area, lenders and title closers. I really suggest developing your own even if it is through trial and error.

Feb 17, 2017 04:38 PM
Roy Kelley
Retired - Gaithersburg, MD

This process not the same in all of the states. There are a number of ActiveRain blogs that include checklists.

Dec 30, 2015 04:08 AM
Gabe Sanders
Real Estate of Florida specializing in Martin County Residential Homes, Condos and Land Sales - Stuart, FL
Stuart Florida Real Estate

I've written my own and incorporated it into Top Producer for a few different types of transactions.  It wouldn't do you any good as it is very localized for me.

Dec 30, 2015 04:01 AM
Joan Cox
House to Home, Inc. - Denver Real Estate - 720-231-6373 - Denver, CO
Denver Real Estate - Selling One Home at a Time

Like others have said - this varies between States, and you would need to contact agents in your state for this. 

Dec 30, 2015 12:59 AM
Wayne Martin
Wayne M Martin - Chicago, IL
Real Estate Broker - Retired

Jason, dropped by to see the answers others offered! Good question

Dec 29, 2015 11:15 PM