Download the essential commercial real estate closing checklist

A quick and easy tool to streamline your commercial real estate transactions with our CRE Transaction Tracking templates.  Available for both sale and lease deals, these checklists will help you keep track of critical dates, dependencies, and milestones for a pain-free close.


Closing a CRE deal can be complicated and missteps can put your closing date at risk. These templates will help you stay on top of important tasks during the closing process – everything from the purchase/sales agreement to handing over the keys. These templates also serve as a gateway to understanding how tech could be a great add to your day-to-day to save you time and minimize errors.

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Looking for a new way to simplify the closing process?

Our CRE Sale and Lease Transaction Templates are a great first step. But the ultimate CRE leader will want even more. 

Our Manage & Close software solutions give you everything you need to improve the entire process, from creating custom playbooks to execute different scenarios to using vouchers and invoices to help you stay on top of payments. Manage & Close helps your team stay in sync to manage deals more effectively so you can focus on winning more listings.

Download our CRE transaction templates

Fill out the form below to start using these checklists to improve your efficiency and plan for a pain-free closing process.