Stop Building
the Same Checklist Twice.
PREP auto-generates the right checklist the moment a deal reaches a new stage. Due dates sync to Google Calendar. Tasks assign to the right person. Nothing falls through the cracks.
742 Evergreen Terrace · Buyer
Buyer Checklist
The right checklist, at the right stage, automatically
Build checklist templates once and PREP handles the rest. When a transaction is created or advances to a new stage, PREP matches the right template to your deal and generates the task list — no manual setup.
Templates are configured with trigger conditions: on deal creation, or when a deal reaches a specific stage such as Under Contract, Inspection, or Appraisal. Different templates apply to buyer transactions, seller transactions, and dual representation so your checklists always match the type of deal on your desk.
- Trigger on deal creation or any specific pipeline stage
- Separate templates for buyer, seller, and dual-rep transactions
- Duplicate prevention: PREP will not create the same checklist twice
- Attach checklists to transactions, offers, and agreements
Everything a transaction coordinator needs
Purpose-built for the way real estate transactions actually flow.
Google Calendar sync
Due dates on checklist tasks sync directly to Google Calendar. Reminders arrive before deadlines, not after.
Role-based task assignment
Assign tasks to agents, transaction coordinators, or assistants. Everyone sees exactly what they need to do.
Stage-triggered automation
Configure templates to trigger on deal creation or when a deal advances to a specific stage — no manual setup per deal.
Customizable templates
Build templates once with your preferred tasks, due dates, and role assignments. Reuse them across every deal.
Progress tracking
See completion percentage at a glance. Overdue tasks surface automatically so nothing gets buried.
Linked to your deals
Checklists attach to transactions, offers, and agreements. Context is always one click away.
Three steps, then it runs itself
Set up your templates once. PREP handles every deal from there.
Build your checklist template
Add tasks, set relative due dates, and assign each task to a role. One template covers every deal of that type.
Set the trigger condition
Choose when the checklist fires: on deal creation, or when a transaction reaches a specific stage like Under Contract or Inspection.
Checklists generate automatically
As deals progress, PREP matches the right template and generates the checklist. Due dates appear in Google Calendar. Tasks land with the right person.
Stop rebuilding checklists. Start closing deals.
Try PREP free. No credit card, no time limit. Upgrade only when your pipeline grows.
Start FreeTransaction checklists that keep everyone on track
Every deal in PREP can carry one or more active checklists. When a transaction advances through your pipeline, the corresponding template fires and the new task list appears immediately, pre-populated with tasks, due dates, and role assignments.
Overdue and upcoming tasks are surfaced directly in the checklist view, so a transaction coordinator can scan their entire workload in seconds. Progress percentages let you see which deals need attention without opening each one.
- Due dates flag as urgent when the deadline is within 48 hours
- Progress bar gives a quick read on each deal's completion status
- Checklists are linked directly to the transaction, offer, or agreement they belong to
- Every task completion is logged to the deal's audit trail for compliance
See what else PREP can do
CRM & Contact Management
Organize contacts by category — leads, clients, professionals, and vendors.
Transaction Pipeline
Track deals from contract to close with stage-based workflows.
Team Collaboration
Share workspaces, delegate tasks, and collaborate on deals.
Lead Capture Forms
Public forms for open houses, newsletter footers, and link-in-bio. Leads route straight to your CRM.
Smart Alerts
Every alert tells you why you got it, and you choose which categories you receive. Follow-ups, closings, contingencies, offers, and stalled deals surface in your bell before they slip.
TC Deal Intake
One reusable submission link per agent. New deals land in your pipeline with property and contact created.
Smart Contact Import
CSV and Excel import with auto-detection for FUB, kvCORE, Top Producer, Wise Agent, BoomTown, and Google Contacts.
Manage your deals
in one place.
Free forever plan. No credit card required. Set up your first transaction in under five minutes.