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Finding it hard to prioritise tasks on your endless to-do list?

We have the solution for you. Welcome to the Real Estate Agent Checklist – your go-to resource that will help you stay focused and productive. Whether you’re a seasoned professional or a new agent, our experts have created checklists tailored to different real estate agent scenarios, from day-to-day tasks to pre-sale preparation and post-sale processes.

Download the Checklists

Pick between the three checklists depending on the scenario at hand – or keep a copy of all three so you always have the checklist you need.

Agent Checklist
Pre-Sale Checklist
Post-Sale Checklist

What’s Inside?

Daily to-dos and non-negotiables for optimal productivity
Essential steps to take before listing a new property
Guidelines for promoting and showcasing any property successfully
Post-sale follow-up

Why Is a Checklist Important?

Real estate sales are lengthy and complex. With numerous steps and moving parts in nearly every process, whether for lead generation, listing upload or closing a deal, it can be hard to keep track of everything. Missing a single detail or step can also lead to delays, miscommunications, and lost deals.

By using this checklist, you won’t have to think about how to organise your time or approach each scenario – we’ve done the hard work for you so you can focus on task execution and providing exceptional service to your clients. Let us be your trusted guide.

Why Use Our Checklist?

Made by Experts

Crafted by a team with deep real estate industry knowledge


Bullet points detailing actionable steps that you can check off as you go


Covers all the key steps required for a successful real estate process

Don’t let important tasks slip through the cracks. Download your free Real Estate Agent Checklist today and watch as your productivity skyrockets.

Get the Checklist