AI Checklist Generator

From the makers of Manifestly Checklists

Email address

Home > Real Estate > daily tasks

daily tasks

I. Administrative Tasks

Review emails and respond to urgent inquiries.

Update the calendar with appointments and meetings.

Organize and file documents from the previous day.

Prepare a to-do list for the day.

II. Client Communication

Follow up with clients on pending deals or inquiries.

Schedule property showings or meetings with potential buyers/sellers.

Send out property updates or newsletters to clients.

Check in with past clients for referrals or testimonials.

III. Property Management

Review maintenance requests and prioritize urgent issues.

Inspect properties for any new maintenance needs.

Coordinate with contractors for ongoing or upcoming repairs.

Update property listings with any changes or new information.

IV. Marketing Activities

Post new listings on social media and real estate platforms.

Review and analyze marketing performance from previous campaigns.

Create content for blogs or newsletters.

Plan upcoming open houses and promotional events.

V. Financial Oversight

Review daily transactions and update financial records.

Prepare invoices for clients and vendors.

Monitor account balances and expenses.

Follow up on outstanding payments.

VI. Team Coordination

Hold a morning briefing with the team to discuss goals.

Assign tasks based on priorities for the day.

Check in with team members on project progress.

Discuss any challenges and brainstorm solutions.

VII. Professional Development

Set aside time for industry research and education.

Review market trends and adjust strategies accordingly.

Attend webinars or training sessions related to real estate.

Network with other professionals in the industry.

Download CSV Download JSON Download Markdown

Use in Manifestly

Related Checklists

Realtor Onboarding Checklist

A Realtor Onboarding Checklist is essential for ensuring that all new agents are properly trained and equipped to meet the needs of their clients.

view →

Listing Agreement Checklist

The Listing Agreement Checklist is an important tool for ensuring that all parties involved in a real estate transaction are aware of their respective responsibilities and obligations.

view →

Property Listing Checklist

A Property Listing Checklist is essential for ensuring that all relevant information about a property is accurately captured and communicated to potential buyers.

view →

Home Maintenance Checklist

A Home Maintenance Checklist is essential for homeowners to ensure their property is kept in good condition and to avoid costly repairs.

view →

Closing Checklist

A Closing Checklist is a helpful tool for ensuring that all the necessary steps are taken and documents are collected before the sale is finalized.

view →

Home Inspection Checklist

A Home Inspection Checklist is an important tool for ensuring a property is in good condition before purchase or sale.

view →

Pre-listing Checklist

A Pre-listing Checklist is an essential tool for ensuring that a home is ready for sale, helping to maximize the value of the property and speed up the selling process.

view →

Open House Checklist

A Open House Checklist is essential for ensuring that all necessary tasks are completed before, during, and after an open house to ensure a successful event.

view →

Buyer's Checklist

A Buyer's Checklist is an important tool for ensuring that all important aspects of a real estate purchase are taken into consideration.

view →

Home Showing Checklist

A Home Showing Checklist is an essential tool for keeping track of and making sure all important aspects of a home showing are addressed.

view →

Marketing Checklist

A Marketing Checklist is a valuable tool to ensure that all marketing initiatives are planned, tracked, and executed effectively in order to maximize the return on investment for a real estate business.

view →

Hey there! Here's a little about us or visit our recurring workflow SaaS: Manifestly Checklists

Light Dark