REAL ESTATE CASE MANAGEMENT CHECKLIST TEMPLATE

Created by ChecklistGuro (https://checklistguro.com)


--- INITIAL ASSESSMENT & INTAKE ---
[ ] Client Name
[ ] Case Number (if assigned)
[ ] Date of Initial Contact
[ ] Type of Real Estate Transaction (Purchase, Sale, Lease, Other)
[ ] Brief Description of Client's Needs/Concerns
[ ] Potential Issues Identified (Title Issues, Contract Disputes, Zoning Concerns, Environmental Risks, Financial Constraints, None Identified)
[ ] Relevant Documents (if available)

--- DUE DILIGENCE & TITLE REVIEW ---
[ ] Title Search Order Date
[ ] Summary of Title Search Results
[ ] Title Company Used (Company A, Company B, Company C, Other)
[ ] Copy of Preliminary Title Report
[ ] Number of Recorded Liens
[ ] Description of Encumbrances (Easements, Restrictions)
[ ] Title Insurance Policy Status (Ordered, Issued, Pending)

--- CONTRACT NEGOTIATION & EXECUTION ---
[ ] Offer Expiration Date
[ ] Contingency Clauses? (None, Financing, Inspection, Sale of Property, Other)
[ ] Negotiation Notes & Summary
[ ] Purchase Price Adjustment (if applicable)
[ ] Buyer Signature (Initial)
[ ] Earnest Money Deposit Details? (Confirm Amount, Confirm Account, Confirm Hold Period)
[ ] Uploaded Counteroffer Documents

--- FINANCING & ESCROW ---
[ ] Loan Amount
[ ] Loan Type (Conventional, FHA, VA, USDA)
[ ] Loan Application Date
[ ] Interest Rate
[ ] Appraisal Date
[ ] Escrow Company (Company A, Company B, Company C)
[ ] Escrow Fees
[ ] Funding Date

--- PROPERTY INSPECTIONS & REPORTS ---
[ ] Inspection Scheduling Date
[ ] Inspection Type (Home Inspection, Pest Inspection, Environmental Inspection, Roof Inspection, Property Survey)
[ ] Inspector's Summary/Notes
[ ] Inspection Report (PDF/Image)
[ ] Inspection Cost
[ ] Inspection Result (Satisfactory, Needs Repair, Major Issues Found)

--- LEGAL & REGULATORY COMPLIANCE ---
[ ] Zoning Compliance Status (Compliant, Non-Compliant, Pending Review)
[ ] Fair Housing Act Compliance (Compliant, Potential Issues, Requires Review)
[ ] Environmental Assessment Completion Date
[ ] Notes on Potential Regulatory Issues
[ ] Disclosure Status (Disclosure Completed, Disclosure Pending, Disclosure Not Required)
[ ] Supporting Documents (e.g., Permits, Certificates)

--- CLOSING & TRANSFER OF OWNERSHIP ---
[ ] Scheduled Closing Date
[ ] Scheduled Closing Time
[ ] Closing Location
[ ] Buyer Signature Capture
[ ] Seller Signature Capture
[ ] Final Deed Upload
[ ] Total Closing Costs
[ ] Funding Status (Funded, Pending Funding, Issue with Funding)

--- POST-CLOSING ACTIVITIES ---
[ ] Final Payment Received Date
[ ] Adjustments/Refunds Issued (if any)
[ ] Summary of Post-Closing Issues (if any)
[ ] Title Company Satisfaction (Very Satisfied, Satisfied, Neutral, Dissatisfied, Very Dissatisfied)
[ ] Supporting Documents (e.g., final accounting)
[ ] Time spent on post-closing tasks

--- DOCUMENT MANAGEMENT & ARCHIVING ---
[ ] Document Scan Date
[ ] Document Category (Contract, Title Report, Inspection Report, Correspondence, Financial Documents)
[ ] Document Description/Notes
[ ] Scanned Document File
[ ] Document Status (Initial, Reviewed, Final, Archived)
[ ] Page Count

--- COMMUNICATION & STAKEHOLDER MANAGEMENT ---
[ ] Communication Method Preferred (Email, Phone, In-Person, Portal Message)
[ ] Last Communication Date
[ ] Communication Summary
[ ] Stakeholders Involved (Client, Real Estate Agent, Legal Counsel, Mortgage Broker, Title Company)
[ ] Contact Person Name
[ ] Number of Communications
[ ] Acknowledgement of Communication (Optional)

--- END OF TEMPLATE ---
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