Building a Transaction Checklist That Leaves Nothing to Chance

People love to say, “I don’t need a checklist — I know what I’m doing.”
Cool. That’s how things get missed.

Our transaction checklists are unapologetically detailed. Not because we don’t trust our team — but because we respect our capacity.

A good checklist:

• Removes decision fatigue

• Creates consistency across transactions

• Protects clients and sanity

We don’t write tasks like “Send docs.”
We write:

• Confirm executed contract

• Verify dates match MLS

• Send to title + lender

• Log confirmation received

Is it extra? Yes.
Is it elite? Also yes.

Checklists aren’t about control — they’re about freedom. When everything is captured, nothing is floating around in your head at 2 a.m (& no one wants that.)