Maybe someone out there can help me. I am looking for a checklist type form that goes in the front of the real estate pending file. It need to be something that shows where we are at with the sale, an At-A-Glance type form that lists sale price, closing date, loan information, warranty, closing company, termite, home inspection, stuff like that. Does anyone use a form like this, and could possibly email me a copy. I would be appreciative!!

I use several seperate checklists with tabs to help keep the file organized. It is specific to our Colorado contracts, but it might be a start for you. I'll send them your way.

Thank you Carla....that did help some.

Check with your title compay. Mine gives us folders with spaces for everything you need have done to go to closing and a blank space next to each to fill in your dates ordered and completd.

Rookie, I feel for you. If I had one, I would share it. Your title company would be your best bet, as Wildwood suggested. If it falls short of what you want, I guess you could call several title companies and merge the info into one that fits you. Every time you close a house, you can update it. If you have some senior agents you trust, let them critique it for you.

There is some software available, but be sure it offers free trials. One is Real Estate Real Easy, free to use unless you want your name on the forms. I posted here about it but nobody had heard of it. I downloaded it and I'm playing with it now. Just Google "real estate real easy" and you should get Real Estate Real Easy Agent Productivity Software. You can track everything to do with a deal. I would appreciate knowing what you think about it. If it sounds like I'm trying to get you to do my work for me, uh, well, guilty as charged.

Darlene Bitner

I use the folders that the title company gives us.

Here's what they look like:



Scott

Rookie123, Scott's forms may be a good format.

Whatever you design, you will probably revise it every time you close, at least for a while. Scott's title company forms have stood the test of a lot of closings, though.

Darlene