Branded client checklist maker
Branded moving, buying, seller-prep and maintenance checklists to hand clients.
Four client favorites, fully editable
A branded checklist your clients will actually keep.
Start from a proven list, turn items on or off, add your own, and download a print-ready PDF with your photo and contact info.
Your name
Your title · Your brokerage
(000) 000-0000 · you@brokerage.com
(000) 000-0000 · you@brokerage.com
A checklist from Your
Moving Checklist
8 weeks before
- Book movers or reserve a truck
- Start a moving binder for quotes and receipts
- Sort each room: keep, sell, donate
4 weeks before
- Change your address with USPS
- Schedule utility shut-off and set-up
- Order boxes and packing supplies
- Transfer school and medical records
2 weeks before
- Confirm the moving date and time
- Pack rooms you use least
- Update your address with banks and insurance
Moving week
- Pack an essentials box for the first night
- Defrost the freezer
- Take photos of the old home before you leave
After you move
- Change the locks
- Register to vote at your new address
- Update your driver’s license within your state’s deadline
Your name · DRE #00000000 · Your brokerage
For general guidance only. Check dates and requirements with your lender, escrow officer or local agency.
For general guidance only. Check dates and requirements with your lender, escrow officer or local agency.
Moving checklistWeek-by-week, from 8 weeks out to move-in.
Your name
Your title · Your brokerage
(000) 000-0000 · you@brokerage.com
(000) 000-0000 · you@brokerage.com
A checklist from Your
Home Buying Timeline
1
Get ready
- Check your credit report
- Set a monthly budget you’re comfortable with
- Save for down payment and closing costs
2
Get pre-approved
- Gather pay stubs, W-2s and bank statements
- Compare at least two lenders
- Get your pre-approval letter
3
Find your home
- List your must-haves and nice-to-haves
- Tour homes and open houses
- Review disclosures on homes you like
4
Make an offer
- Decide on price and terms with your agent
- Submit your earnest money deposit
5
Escrow
- Schedule the home inspection
- Review the appraisal
- Lock your rate
- Get homeowners insurance
6
Closing day
- Do the final walk-through
- Sign your loan documents
- Get your keys
Your name · DRE #00000000 · Your brokerage
For general guidance only. Check dates and requirements with your lender, escrow officer or local agency.
For general guidance only. Check dates and requirements with your lender, escrow officer or local agency.
Buying timelineEvery step from pre-approval to keys.
Your name
Your title · Your brokerage
(000) 000-0000 · you@brokerage.com
(000) 000-0000 · you@brokerage.com
A checklist from Your
Seasonal Home Maintenance Calendar
Spring · Mar–May
- Service the air conditioner
- Clean gutters and downspouts
- Check sprinklers for leaks
Summer · Jun–Aug
- Clear brush for fire safety
- Clean the dryer vent
- Inspect the roof for damage
Fall · Sep–Nov
- Service the furnace
- Test smoke and CO detectors
- Clean gutters before the rain
Winter · Dec–Feb
- Check for leaks after storms
- Test the water heater relief valve
- Replace HVAC filters
Your name · DRE #00000000 · Your brokerage
For general guidance only. Check dates and requirements with your lender, escrow officer or local agency.
For general guidance only. Check dates and requirements with your lender, escrow officer or local agency.
Maintenance calendarA year of upkeep, season by season.
Your Agent Profile is empty
Fill it once and every tool fills itself in. It stays on this device.
Checklist type
Appears at the top of the page.
Calendar grid is available for the maintenance calendar.
16 items on. Uncheck to hide, edit text to rename.
Letter pageSample text
Your name
Your title · Your brokerage
(000) 000-0000 · you@brokerage.com
(000) 000-0000 · you@brokerage.com
A checklist from Your
Moving Checklist
Moving is a lot. I put this together to make yours a little easier. Call or text me anytime.
8 weeks before
- Book movers or reserve a truck
- Start a moving binder for quotes and receipts
- Sort each room: keep, sell, donate
4 weeks before
- Change your address with USPS
- Schedule utility shut-off and set-up
- Order boxes and packing supplies
- Transfer school and medical records
2 weeks before
- Confirm the moving date and time
- Pack rooms you use least
- Update your address with banks and insurance
Moving week
- Pack an essentials box for the first night
- Defrost the freezer
- Take photos of the old home before you leave
After you move
- Change the locks
- Register to vote at your new address
- Update your driver’s license within your state’s deadline
Your name · DRE #00000000 · Your brokerage
For general guidance only. Check dates and requirements with your lender, escrow officer or local agency.
For general guidance only. Check dates and requirements with your lender, escrow officer or local agency.
What you’ll get: A letter-size PDF and an image sized for texting and social.
PDF is letter size with 0.25 in margins. The image is sized for texting and social.
How it works
A branded checklist in three steps
- Step 1
Choose a checklist
Moving, buying, seller prep or seasonal maintenance.
- Step 2
Make it yours
Turn items on or off, rename, reorder, add sections and a personal note.
- Step 3
Print or share
Download a letter-size PDF, or an image to text and post.
Why it matters
Useful things stay on the fridge
Clients keep what helps them
A checklist gets pinned up and used for weeks, with your name and number on it.
It’s an easy reason to reach out
Drop one off after closing, mail it with a pop-by, or text it before a move.
It shows you’re organized
Sellers and buyers trust agents who make a stressful process feel simple.