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TFY Task Templates

Below are some lists you may find useful for your transaction management processes. We have used these exact lists to successfully manage thousands of transactions for hundreds of agents over the last 7 years.

All of these lists come pre-built & ready to use in Transactify. All these lists are automated & 100% customizable. To learn more about the automation & try the system free for 14 days, click here for more info.

Prelisting


Listing The Property


Contract to Close (Seller Deals)


Contract to Close (Buyer Deals)


Post-Closing


You should also implement task lists for other routine procedures such as Price Reductions.

Price Reduction


Contract Fell Through, Going Back to ‘Active’


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