Free resource · TrunkTransfer
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.
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Step 1
Export main property video — H.264 MP4, 1080p minimum
This is the primary deliverable for portal and website upload.
Export 4K version if requested by agent
Only if specified in brief. Confirm portal supports 4K before exporting.
Export 9:16 vertical cut for Instagram Reels and TikTok
60-90 seconds. If included in package.
Export 1:1 square cut for Instagram feed posts
If requested. Less common than 9:16 but some agents prefer it.
Export 60-second highlight cut if separate from main video
Export audio-free version if agent needs music-free for portal upload
Some portals strip audio anyway. Saves re-exporting later if they ask.
Confirm all contracted deliverables are exported before moving on
Step 2
Watch the full video in real time before sending
Every delivery. Not a scrub.
Check the first 5 seconds — most common place for encoding errors
Check the final 5 seconds play cleanly without corruption or abrupt cut
Verify colour grade is consistent across all rooms
Interior to exterior transitions are a common grading issue.
Check audio: music not clipping, levels consistent throughout
Verify any text or title cards are spelled correctly
Property address, agent name, phone number — triple check.
Check music is not auto-flagged for copyright if agent is uploading to YouTube or Instagram
Test with a private upload if unsure.
Check stabilisation and any gimbal moves look smooth on a large screen
Jitter that looks fine on a phone is obvious on desktop.
Confirm resolution and aspect ratio match what was agreed
Step 3
Confirm whether agent wants branded or unbranded version
Clarify at booking — do not add branding unless requested.
Check agent logo and branding assets are current and correct
Logos change. Always use the version the agent provided for this job.
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.
Confirm property address shown in video is correct
Check any agency tagline or legal text is accurate
Remove any test titles, placeholder text, or work-in-progress graphics
Step 4
Upload video to your delivery platform
Never send files via email attachment — use a delivery link.
Label the delivery clearly with property address and date
Set an expiry date that gives the agent enough time to download
Real estate agents often download immediately. 7-14 days is fine.
Test the download link yourself before sending to the agent
Open in a private browser. Confirm the file downloads and plays.
Confirm file sizes are visible so agent knows what they are downloading
Copy the delivery link to your project tracker for reference
Step 5
Send delivery email from your business email address
Include the property address in the email subject line
Agents handle multiple properties — make it immediately clear which job this is.
Include the download link prominently at the top of the email body
List every deliverable clearly — one line per file
Main video, vertical cut, square cut — confirm what is included.
State the link expiry date
Include instructions for each platform if delivering multiple formats
Main video for portal, vertical for Instagram — brief and clear.
Ask agent to confirm receipt and download
A quick reply confirming they have the files closes the loop.
Step 6
Back up final exported files to external storage
Archive the project file with correct media links
In case of revision requests. Saves hours to have it organised.
Mark the job as delivered in your project tracker or CRM
Invoice any outstanding balance and confirm payment
Follow up if the agent has not confirmed receipt within 24 hours
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.
Save agent's branding assets and preferences for future shoots
Saves time on the next job and shows professionalism.
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