A template someone copies
The checklist is good — when someone remembers to copy it, assign it and keep it current. Every listing starts from a fresh copy and drifts from there.
RealDiligence · for real estate teams
Every listing. Every buyer. Nothing falls through.
Each listing and each buyer becomes a file that moves through your team's own process. Every block of work lands with the person who does it — agent, transaction coordinator, marketing — and every deadline comes from the contract and moves when the contract does.
RealDiligence
Coming soon 2
412 Laurel Bend Dr$489,000AGPhotos Thu
88 Quarry Hill Rd$615,000MKSign install
Active 2
1907 Cedar Run Ct$374,900AGOpen house Sat
26 Ashby Lane$529,000MKTwo-week refresh
Under contract 2
540 Millbrook Way$412,500TCDue diligence ends in 3 days
17 Harper Glen$698,000TCAppraisal Oct 21
Listing · Under contract540 Millbrook Way
- Agreement
- Live
- Under contract
- Closing
Key dates from the contract
- Due diligence endsOct 16
- AppraisalOct 21
- ClosingNov 7
On it this week
- TCSend repair addendum
- AGConfirm appraisal access
- MK"Under contract" post
The problem
Your process works. It just lives in five places.
Dates move. Calendars don't.
The closing slides a week, and every reminder built off it is now wrong. Somebody has to notice, and somebody has to fix them all by hand.
Three people, three lists
The agent, the coordinator and marketing each track their part. Where a deal stands is a group text away.
How it works
From signed agreement to the 30-day check-in.
1Listing setupAgreement signed, disclosures, MLS approved
2ActiveComing soon, just listed, open houses, offers
3Under contractEarnest money, due diligence, repairs
4ClosingClear to close, closing day, commission
5Post closingReview request, follow-up, CRM updated
Start with the agreement
A file opens when the listing or buyer agreement goes out — signed right on the file, agent first, then the client.
Work arrives by role
Each checklist goes to whoever holds that role on the file. One agent per file, so a deal's work isn't scattered across the team.
Deadlines from the contract
Enter the contract dates once. Due diligence, earnest money, closing countdowns all follow — and move when a date moves.
The status keeps itself
Coming soon, active, under contract, closed: set by the step that changes it, not by someone remembering to.
Daily agenda
Each morning, what's due on my files.
One email a morning for each person who wants it: their steps and tasks due today, what's coming up this week, and the key dates on the files they follow. No digging through every listing to find your part.
Email · Tuesday, Oct 13, 7:00 amYour day
Due today 4
- TCEarnest money receipt — 17 Harper Glen
- TCOrder HOA documents — 26 Ashby Lane
- TCSend repair addendum — 540 Millbrook Way
- TCWire instructions confirmed by phone — 3 Fenwick Pl
Coming up this week
- DD ends · 540 Millbrook WayThu
- Closing · 17 Harper GlenNov 7
E-signature, built in
The file starts when the agreement goes out.
Send the listing or buyer agreement from the file. The agent signs first to complete the terms, then the client. The signed copy stays on the file. Declined or expired? It comes back to the agent to resend or close out.
Listing · Setup412 Laurel Bend Dr
Listing agreement
- AGListing agentSigned Oct 12
- SSellerWaiting
When the seller signs, the listing launch checklist goes to the agent and setup goes to the coordinator.
Deal tracker
The weekly sales sheet, kept by the files.
Each agent's goal, closed and pending deals, GCI and days on market — filled in from the files themselves, with this week's deadlines in red. Saved every Monday morning for the team meeting. Bring your old sheet: it imports, and exports in the same columns.
Monday, Oct 12 snapshotDeal tracker
| Agent | Closed | Pending | Goal |
|---|---|---|---|
| AG Agent 1 | $3.2M | $1.1M | 72% |
| AG Agent 2 | $2.4M | $0.7M | 62% |
| AG Agent 3 | $1.9M | $0.9M | 56% |
| Team | $7.5M | $2.7M | 64% |
DD ends Thu · 540 Millbrook Way Closing Nov 7 · 17 Harper Glen
Who does what
Organized the way your team already is.
Team lead
Sees every file. Hears about each new listing. Changes the process for everyone, in the browser.
Agent
Launch and prep, approving the MLS entry, showings and offers, closing day.
Transaction coordinator
Disclosures, contract setup, money, due diligence, closing prep and post-closing admin.
Marketing
Coming soon and just listed, two-week refreshes, open houses, the closing gift.
From the teams we work with
“Our listings lived in Asana, the contract dates lived in the paperwork, and the follow-up lived in my head. RealDiligence puts it all in one file, so every person on the team knows what's theirs and when it's due.”
“When a closing date moves, every deadline moves with it. No more re-doing the calendar by hand or chasing the coordinator to find out where a deal stands — it streamlines everything from listing to close.”
Questions
Frequently asked.
Does it replace our MLS?
No. Your coordinator still enters the listing in the MLS, as your process already says. RealDiligence tracks the status changes and holds you to their deadlines.
Our process is different from yours.
Good — it should be yours. Listing and buyer templates come ready to use, and the team lead can change fields, checklists, rules and emails in the browser. No developer, no waiting.
What about our CRM?
Leads stay in your CRM. A file starts at the agreement, and can be opened straight from the CRM with the right agent already on it. Follow Up Boss is supported today.
Where do the templates come from?
From a working team's own listing and lead-to-close checklists, written for North Carolina and Canopy MLS. Open houses, price reductions and back-on-market are built in.
How is it priced?
Talk to us — we're onboarding a small number of teams now.
Request a demo
See your own listing process in it.
Send us a line about your team. We'll show you RealDiligence on demo listings — and what your checklist looks like inside it.