🏡 Real estate template
Buyer under contract template
An under-contract checklist for buyer's agents: earnest money, inspection, appraisal, insurance and loan documents to track with the buyer between an accepted offer and closing.
Free. Once it's in your account you can rename it, add or remove items, and change anything.
- Each job is named
- "Under contract"
- Usually repeats
- As needed
Ask the client for
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Earnest money deposit
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Home inspection scheduled
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Inspection repair requests
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Homeowners insurance quote
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Documents requested by the lender
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Final walkthrough time
Your steps
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Confirm closing time and location
Tips
- Put contract deadlines, like the inspection period, in the due dates.
How it works with Follow Up With
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1
Make it yours
Add the template to your account and change anything: rename items, add notes for the assistant, remove what you don't need.
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2
Start it for a client
Start a job for any client in one click. The list is ready; you just pick who it's for.
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3
The assistant does the asking
Your client gets one friendly email listing everything, reminders on a schedule you choose, and a private link to upload or reply. No login needed.
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