COMMERCIAL REAL ESTATE SALES CHECKLIST

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--- PROSPECTING & LEAD GENERATION ---
[ ] Number of Cold Calls Made
[ ] Number of Networking Events Attended
[ ] Primary Lead Source (Online Advertising, Referrals, Networking, Cold Calling, Social Media)
[ ] Notes on Recent Prospecting Efforts
[ ] Target Property Types (for prospecting) (Office, Retail, Industrial, Multi-Family, Land)
[ ] Date of Last Networking Event
[ ] Key Contacts Added (LinkedIn/Email)

--- INITIAL CONSULTATION & NEEDS ASSESSMENT ---
[ ] Client's Business Overview (Industry, Size, Current Status)
[ ] Client's Real Estate Goals (Short-Term & Long-Term)
[ ] Approximate Budget Range
[ ] Preferred Property Type (Office, Retail, Industrial, Multi-Family, Land) (Office, Retail, Industrial, Multi-Family, Land, Mixed Use, Other)
[ ] Desired Location Attributes (Select all that apply) (Proximity to Major Highways, Visibility, Strong Demographics, Growing Area, Downtown/Urban Core, Suburban)
[ ] Target Acquisition Timeline
[ ] Client Role (Buyer, Seller, Investor) (Buyer, Seller, Investor)
[ ] Any Specific Concerns or Questions?

--- PROPERTY SEARCH & ANALYSIS ---
[ ] Property Size (SF)
[ ] Asking Price
[ ] Property Address
[ ] Property Type (Office, Retail, Industrial, Multi-Family, Land)
[ ] Detailed Property Description
[ ] Key Features (Loading Dock, High Ceilings, Ample Parking, Tenant Mix, Proximity to Highways, Visibility)
[ ] Cap Rate
[ ] Year Built
[ ] Property Map

--- MARKETING & PROPERTY PROMOTION ---
[ ] Property Description for Marketing Materials
[ ] Marketing Channels Used (Select all that apply) (Online Listings (LoopNet, CoStar, etc.), Social Media (LinkedIn, Facebook, etc.), Email Marketing, Print Advertising, Direct Mail, Broker Networks)
[ ] Professional Property Photos
[ ] Property Brochure (PDF)
[ ] Number of Property Views (Online)
[ ] Target Audience Profile (brief summary) (Small Business Owner, Investment Group, National Retail Chain, Local Restaurant Group)
[ ] Date of Last Marketing Campaign Launch

--- NEGOTIATION & OFFER MANAGEMENT ---
[ ] Initial Offer Price
[ ] Buyer's Offer Rationale (Justification)
[ ] Seller's Counter Offer Price
[ ] Seller's Counter Offer Rationale
[ ] Contingency Types (Buyer) (Financing, Inspection, Environmental, Appraisal, Sale of Buyer's Property)
[ ] Expiration Date of Offer
[ ] Earnest Money Deposit Amount Type (Percentage of Purchase Price, Fixed Amount, Other)
[ ] Notes on Negotiation Strategy

--- DUE DILIGENCE & INSPECTIONS ---
[ ] Inspection Report Deadline
[ ] Phase 1 Environmental Site Assessment (ESA) Report
[ ] Summary of Inspection Findings (Initial Review)
[ ] Inspections Completed (Select all that apply) (Building Structure, Roof, Electrical, HVAC, Environmental, ADA Compliance, Property Survey, Other (Specify in Long Text))
[ ] Additional Inspection Notes/Observations
[ ] Estimated Cost of Identified Repairs (Based on Inspections)
[ ] Inspection Resolution Status (Resolved, Negotiating with Seller, Outstanding Concerns - Further Review Needed)
[ ] Property Survey Documents

--- CONTRACT & CLOSING ---
[ ] Contract Execution Date
[ ] Buyer's Legal Name
[ ] Seller's Legal Name
[ ] Purchase Price
[ ] Closing Date
[ ] Contingencies (if any)
[ ] Fully Executed Contract (PDF)
[ ] Title Company (Company A, Company B, Company C)
[ ] Broker Signature (Buyer)

--- POST-SALE & CLIENT FOLLOW-UP ---
[ ] Closing Date
[ ] Post-Sale Debrief Notes (Client)
[ ] Referral Fee Paid (if applicable)
[ ] Client Satisfaction Survey Sent? (Yes, No)
[ ] Follow-Up Call/Meeting Scheduled
[ ] Feedback Received (if applicable)
[ ] Thank You Note Sent? (Yes, No)
[ ] Notes on potential repeat business or referrals

--- LEGAL & COMPLIANCE ---
[ ] License Verification Status (Active, Inactive, Pending, Suspended)
[ ] License Expiration Date
[ ] Continuing Education Credits Completed
[ ] Fair Housing Training Completion? (Yes, No, Pending)
[ ] Last Fair Housing Training Date
[ ] Review of Agency Agreements
[ ] Proof of E&O Insurance
[ ] Compliance with Antitrust Laws? (Yes, Reviewed, No, Requires Review, N/A)

--- ADMINISTRATIVE & DOCUMENTATION ---
[ ] Client Name
[ ] Property Address
[ ] Sale Price
[ ] Contract Execution Date
[ ] Closing Date
[ ] Copy of Sales Agreement
[ ] Notes Regarding Contract Details
[ ] Escrow Company (Company A, Company B, Company C, Other)
[ ] Escrow Contact Name

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