Home Sale Workbook: Planning Your Transaction from Listing to Closing

A well-executed home sale requires coordinating pricing strategy, cost estimates, tax planning, and logistics across a compressed timeline. This course gives you the structured templates to manage each dimension so that no cost surprises you at closing and no decision is made without the relevant numbers in front of you. By the end of this course you will be able to complete a net proceeds model for your property at three price scenarios, produce a seller cost estimate sheet to share with a listing agent, prepare a capital gains tax worksheet, and work through a closing preparation checklist. What you will learn: - How to build a three-scenario net proceeds model: conservative, expected, and optimistic list price with costs held constant - A seller cost estimate template: commission, title, transfer tax, escrow, repairs, and concessions — all itemized - How to evaluate agent commission proposals: understanding what different service levels include and how to negotiate without sacrificing service quality - Pre-listing repair decision worksheet: calculating the estimated return on each repair or improvement before authorizing work - Capital gains tax worksheet: calculating your adjusted cost basis, estimated gain, and applicable exclusion for a primary residence sale - A comparative market analysis review checklist: how to evaluate the comparable sales your agent presents and ask the right questions - Closing day checklist: documents to gather, funds to confirm, and items to transfer at closing The course follows a workbook format: eight worksheets are introduced sequentially, each with a worked example and a blank version for your own use. Short reading segments between worksheets explain the reasoning behind each exercise. A self-assessment midpoint check ensures you have accurate cost estimates before building your final net proceeds model. This course is designed for homeowners who are actively preparing to list their property and want a complete, organized approach to the financial side of the sale. Suitable for first-time sellers. No prior transaction experience is required. This course is educational and does not substitute for advice from a licensed real estate professional, tax advisor, or attorney.