Free Listing Checklist Template
A listing checklist covers the work from intake through pricing, marketing, showings, inspections, and closing, with each step tracked as a card on a project board.
Share template
The photos are booked, the paperwork starts stacking up, and the sale still has to move from pricing through closing without anything slipping. The Listing Checklist keeps that whole run in one place as a project board, so the intake calls, repair decisions, negotiations, and closing steps don’t end up split across notes, email threads, and half-finished spreadsheets.
Each column holds the cards for that stage, starting with Listing intake and moving through Walk-through and repairs into Pricing and paperwork, where pricing guidance and signatures sit next to the rest of the prep work. The board carries slate blue and red-oxide accents under Lora headings and Inter body text, so the work reads composed and administrative while the negotiations stay sharp.
- Listing intake Cards cover property info and documents, listing scope, and scheduling the initial walk-through so nothing starts on a missing detail.
- Walk-through and repairs The walk-through and repair cards hold the room-by-room pass, staging and repair recommendations, and vendor referrals.
- Pricing and paperwork Pricing and paperwork cards cover the CMA and pricing recommendation, the disclosures, and the signed agreement and booking payment.
- Showings and offers Cards track showing schedules and feedback, offer review and guidance, and the counteroffer or acceptance paperwork.
- Inspections and closing The closing run covers inspection access and responses, appraisal coordination, the closing checklist and signatures, the final invoice and remaining payment, and post-closing handover.
Once the board is in your workspace, you drop in your own dates and assign the cards to whoever’s doing the work, because the checklist is an order of operations, not a calendar. The whole run stays visible from the first document request to the final signature and payout, with each handoff already written down.
We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.
What is on this board
6 columns carrying 21 cards. Adding it builds the whole thing as a project in your workspace, with every column and card in place.
| Column | What is in it |
|---|---|
Listing intake | The column holds cards for collecting property documents, confirming scope and timeline, and booking the first walk-through so the file starts complete.
|
Walk-through and repairs | The column tracks the room-by-room walk-through, the repair and staging recommendations, and the referrals that usually follow right after.
|
Pricing and paperwork | The column covers pricing work and the disclosure stack, then closes the loop with a signed listing agreement and a booking payment.
|
Marketing preparation | The column moves through photos and measurements, the listing description and marketing copy, and the upload and syndication steps before the listing goes live.
|
Showings and offers | The column runs the showing schedule and feedback, then holds the offer review and the counteroffer or acceptance paperwork.
|
Inspections and closing | The column follows inspection and appraisal access, inspection negotiation and repair scope, then finishes with closing signatures, a final invoice and remaining payment, and post-closing handover.
|
What happens when you install it
- A project is created with its board, 6 columns and 21 cards already there.
- Nothing carries a due date, because a board holds the order the work runs in rather than a calendar. The dates go on once you know when the job starts.
- Every card opens as a task with its own description, assignee, dates, subtasks and files, and columns are renamed, reordered or deleted like any other.
Who it is for
Real estate agents and brokers running residential sales, commercial brokerage, or buyer representation when a listing needs a single checklist from intake to closing.
Questions about this project template
What should a listing checklist include?
A listing checklist usually includes intake and document collection, a walk-through and repair plan, pricing and listing paperwork, marketing prep, showings and offers, then inspections and closing. This board matches that flow with one column per stage and cards for the actual handoffs.
How do you keep a home sale from going off track during inspections?
A sale usually stays on track when inspection access, the report review, and the negotiation of repair scope all get tracked as explicit steps. The board keeps those items together with appraisal access and the closing checklist so the deal doesn’t stall on missing follow-ups.
What do you fix before listing a house, and what do you leave alone?
The decision usually starts with a room-by-room walk-through and a written repair and staging recommendation, then vendor referrals if work is needed. The board includes cards for that walk-through and the follow-on recommendations so the choices don’t get made from memory.
How do you price a house to sell instead of sitting?
Pricing normally comes from a comparative market analysis and a pricing recommendation, then the listing paperwork has to match that decision. The board puts pricing work and paperwork in the same column, so the number and the disclosures move forward together.
How fast do you need to respond to offers and repair requests?
Response time depends on the deadlines in the offer or repair request, but the bigger risk is losing track of what’s waiting on whom. The board keeps showings, offers, counters, and inspection responses as cards you can assign, so nothing goes quiet without being noticed.
What paperwork is needed to list a property?
Listing paperwork and disclosures vary by market and property type, but the work usually includes preparing required disclosures and getting a signed listing agreement. The board includes cards for the disclosure stack and signature step inside the pricing and paperwork stage.
Start free today
Your entire business, one login away
No credit card required. No contracts. Just the tools you need to run, grow, and automate your business with Super Work AI.
No credit card required
