Real Estate Transaction File Organization Bundle

Transform your real estate transaction files using this simple system to keep your files organized and cohesive across each listing and buyer transaction. Editable documents allow you to personalize the transaction file checklist to match your association and broker required documents.

File Organization System

Organizing your real estate transaction files is vital for efficiency and professionalism. Using this standardized filing system will make accessing contract details efficient and show your professionalism.

Moreover, implementing this comprehensive documentation protocol ensures all essential paperwork is consistently gathered and stored. From contracts and disclosures to inspection and appraisal reports to correspondence, each document has a designated place within the filing system. Utilize these templates and checklists to guide the collection process, minimizing the risk of oversight or omission.

For agents who have transaction coordinators and assistants this system makes it extremely easy to keep all files organized and ensures easy access to contract file.

Note:Some of these files are editable so you can match the document titles required by your state, association, and brokerage.