About the Transaction Checklists:


These transaction checklists will help you facilitate a simpler and timely sales process for both your buyers and sellers. Having a checklist is important as a real estate agent as it will keep yourself organized and ensure you do not miss important details and deadlines for your customers.

The checklists provided in this course have enabled Jose Luiz and his team to close over 100+ homes a year. Using these checklists will simplify the transaction process and help you to deliver the best experience for your clients and your internal team.

Learn how Jose Luiz Morales is able to close 100+ listings using Trello!


Coming Soon Checklist


This checklist is utilized from the time you start preparing a property for sale up to the point the property goes into Escrow.

Listing Contract Checklist


This checklist is utilized from the time the listing goes into Escrow until it closes.

Buyer Contract to Close


his checklist is utilized from the point an offer gets accepted to the point it closes.


Vendor Checklist


This is a checklist that outlines vendors that are essential for your transaction process.

Trello Checklist Price: