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  1. Free resources
  2. /Real estate video delivery checklist

Free resource · TrunkTransfer

Real estate video delivery checklist.

42 steps across 6 stages — export, quality check, branding, delivery setup, agent communication, and post-delivery. Use on your laptop or print before you send. No signup required.

0 / 42 checked

0 of 42 steps checked

Step 1

Export and formats

0/7

Export main property video — H.264 MP4, 1080p minimum

This is the primary deliverable for portal and website upload.

Must

Export 4K version if requested by agent

Only if specified in brief. Confirm portal supports 4K before exporting.

Bonus

Export 9:16 vertical cut for Instagram Reels and TikTok

60-90 seconds. If included in package.

Bonus

Export 1:1 square cut for Instagram feed posts

If requested. Less common than 9:16 but some agents prefer it.

Bonus

Export 60-second highlight cut if separate from main video

Bonus

Export audio-free version if agent needs music-free for portal upload

Some portals strip audio anyway. Saves re-exporting later if they ask.

Bonus

Confirm all contracted deliverables are exported before moving on

Must

Step 2

Quality check

0/9

Watch the full video in real time before sending

Every delivery. Not a scrub.

Must

Check the first 5 seconds — most common place for encoding errors

Must

Check the final 5 seconds play cleanly without corruption or abrupt cut

Must

Verify colour grade is consistent across all rooms

Interior to exterior transitions are a common grading issue.

Must

Check audio: music not clipping, levels consistent throughout

Must

Verify any text or title cards are spelled correctly

Property address, agent name, phone number — triple check.

Must

Check music is not auto-flagged for copyright if agent is uploading to YouTube or Instagram

Test with a private upload if unsure.

Bonus

Check stabilisation and any gimbal moves look smooth on a large screen

Jitter that looks fine on a phone is obvious on desktop.

Must

Confirm resolution and aspect ratio match what was agreed

Must

Step 3

Branding and titles

0/6

Confirm whether agent wants branded or unbranded version

Clarify at booking — do not add branding unless requested.

Must

Check agent logo and branding assets are current and correct

Logos change. Always use the version the agent provided for this job.

Bonus

Verify agent's contact details on any lower thirds or end cards are correct

Phone number, email, website. Any error here damages the agent's trust.

Bonus

Confirm property address shown in video is correct

Must

Check any agency tagline or legal text is accurate

Bonus

Remove any test titles, placeholder text, or work-in-progress graphics

Must

Step 4

Delivery setup

0/6

Upload video to your delivery platform

Never send files via email attachment — use a delivery link.

Must

Label the delivery clearly with property address and date

Must

Set an expiry date that gives the agent enough time to download

Real estate agents often download immediately. 7-14 days is fine.

Must

Test the download link yourself before sending to the agent

Open in a private browser. Confirm the file downloads and plays.

Must

Confirm file sizes are visible so agent knows what they are downloading

Bonus

Copy the delivery link to your project tracker for reference

Must

Step 5

Agent communication

0/7

Send delivery email from your business email address

Must

Include the property address in the email subject line

Agents handle multiple properties — make it immediately clear which job this is.

Must

Include the download link prominently at the top of the email body

Must

List every deliverable clearly — one line per file

Main video, vertical cut, square cut — confirm what is included.

Must

State the link expiry date

Must

Include instructions for each platform if delivering multiple formats

Main video for portal, vertical for Instagram — brief and clear.

Bonus

Ask agent to confirm receipt and download

A quick reply confirming they have the files closes the loop.

Bonus

Step 6

Post-delivery

0/7

Back up final exported files to external storage

Must

Archive the project file with correct media links

In case of revision requests. Saves hours to have it organised.

Must

Mark the job as delivered in your project tracker or CRM

Must

Invoice any outstanding balance and confirm payment

Must

Follow up if the agent has not confirmed receipt within 24 hours

Bonus

Ask agent for a Google review or testimonial once property is live

Best time to ask is when the listing goes live and they are happy.

Bonus

Save agent's branding assets and preferences for future shoots

Saves time on the next job and shows professionalism.

Bonus

More free resources

Shot list

Real estate video shot list

Checklist

Property shoot checklist

Hub

All free resources →

Frequently asked questions

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