Southern Maryland Best Buys


Do you use a buyer checklist?

I am in the midst of revamping my checklists so I can routinely use a Virtual Assistant if needed. Dropbox plus Evernote plus Google Docs have all been considered to facilitate this. Picasa for photo editing also made the cut! Will be fun o come back to compare.

Recently I revamped my buyer checklist to make sure I don't wake up in a cold sweat the day before closing wondering if I missed anything. Does anyone else have any thoughts on this?

   The devil’s in the details –check everything twice

___        Grey File Folder                                ___Client File Folder

___        Tax Report from Paragon
___        Agreement of Sale
___        Pre-qualification letter
___        DU Approval
___        Sellers Disclosure
___        Affiliated Business Disclosure
___        Lead Paint Booklet
___        Lead Paint Disclosure
___        MLS Printout
___        Consumer Information Statement

___        Sellers Estimated Closings Cost (to be provided by title company if desired)

___        (short sale)  Short Sale Addendum if applicable (either NJAR or FB style)

___        Fair Housing Poster
___        Condo Docs in applicable
___        Homeowners Association/Community Disclosure Docs Disclosure
___        Condominiums Association Disclosures
___        Notify buyer of typical closing costs related to transaction
___        Deposit money verification
___        Proof of escrow letter
___        Copy of escrow checks

___        2nd deposit due ______________
___        Inspection due ______________

___        Additional Addendums

___        Home Warranty?
___        Referrals?

Mortgage Information______________________________________________


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Steven Perry Schafer, Realtor
Balsley Losco, Atlantic County NJ
My Real Estate Website
Phone: 609-470-1806/561-541-9507
Skype: StevenPSchafer
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Comment balloon 4 commentsCheryl Ritchie • January 22 2013 07:07PM


This looks like a great Checklist...I guess it is all in the teritory. In the area I work, there are a lot more things I would add, like inspections (septic, termite/pest, radon), and we handle closing a little different. I think it is great for agents to compare notes.


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Posted by Marc White, The White Group (The White Group, Inc.) over 7 years ago

We use one from start to finish including asking for a referral.

Posted by Charles Stallions Property Manager, Pensacola, Pace & Gulf Breeze Property Management (Charles Stallions Real Estate Services) over 7 years ago

Hi Cheryl, I commented on Steve's Post and said that our office has a full page of requirments that the broker has to sign off on. It is quite complex and very detailed. Maybe I will write  post about it. I can't post the pdf in the comments here unless I change the format to jpeg. I could just as easily write a post and it details out the porcess very complete. Getting it accomplished is a whole other matter, lol.

Posted by William Johnson, Retired Real Estate Professional (Retired) over 7 years ago

Hi Cheryl!  Yes, we do have a check-list that is similar but, longer too!  It's always good to have ready to check-off as you add the documents to the file folder.  This is not something that I could do 'flying by the seat of my pants' for sure! 

Posted by Debe Maxwell, CRS, The right Charlotte REALTOR! ( | The Maxwell House Group | RE/MAX Executive | (704) 491-3310) over 7 years ago