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Transaction Management Checklist

$5.00
$5.00
Sale Sold out

Description

Keep every real estate transaction on track with a 2-page printable checklist Canva template built for transaction coordinators. The checklist provides a clear at-a-glance snapshot of the entire transaction, with dedicated sections for all associated parties, contract details, contingencies, earnest money, lender information, and closing details. An additional tasks section gives you the flexibility to add custom steps for any transaction type or complexity, so the checklist adapts to your workflow rather than the other way around.

Edit text, fonts, and colors in the free version of Canva to match your brand, then download as a PDF to print or use digitally. Reuse for every transaction to maintain consistency and ensure nothing is overlooked. Purchase once and use indefinitely.

What's Included:

  • 2-Page TC Checklist Canva Template (8.5" x 11")
  • All Parties Section
  • Contract Details & Contingencies
  • Earnest Money Section
  • Lender & Closing Details
  • Additional Tasks Section (Customizable)
  • Fully Customizable in Canva (Free Version)
  • Download as PDF for Print or Digital Use

Requirements: Requires a Canva account (free or pro version). Digital download only—no physical product will be shipped.

Individual License: This template is licensed for your personal business use only. Please don't share, redistribute, or resell the files. If your colleagues love what they see, we'd be grateful if you'd send them our way!

Team & Brokerage Licensing: Need licenses for multiple team members? Contact us for volume pricing options - we're happy to work with you!

By purchasing, you agree to our Terms of Service & Policies.

Upon purchase, you will receive a PDF download containing access link(s) to your template. Simply open the PDF, click the link(s) inside, and you'll be ready to start using and customizing your template right away.

Need help? We're always happy to assist! If you have any questions or run into any issues, please don't hesitate to reach out. We're here to make sure you get the most out of your purchase.

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