Transaction Coordinator Checklist
Our real estate transaction coordinator checklist represents a condensed overview of the 100+ point workflow that our real estate transaction coordinators use with clients. If you don't see a specific task that you were looking for, please don't hesitate to contact us for a more comprehensive list.
Buyer Side Checklist
- QA Contract for Accuracy, Addendums, and Signatures
- Upload Contract to brokerage management system (e.g. dotloop, skyslope, etc.)
- Send contract to loan officer and settlement agents
- Coordinate and order inspections: home/termite/well/septic/water/perc test
- Send out calendar invites for inspections
- Order HOA, POA, and/or Condo Docs
- Obtain inspection reports
- Obtain ratified PICRA and send out to parties
- Send out clear termite letter to all parties
- Ensure appraisal has been ordered
- Follow up with Buyers to get lender paperwork
- Determine if Buyer wants a survey and ensure its ordered
- Determine Buyer is receiving or wants a home warranty and is ordered
- Ensure title has been ordered, binder is in, and it's being reviewed by an underwriter.
- Review HOA, POA, and Condo documents for delinquencies and violations.
- Send out HOA, POA, and/or Condo resale certificate(s)
- Collect all receipts
- Review preliminary CD/HUD
- Ensure walk through, closing, and utilities have been scheduled
- Send out closing package
- Seek online reviews from clients (zillow, realtor, trulia, google, facebook, etc.)
Seller Side Checklist
- QA Contract for Accuracy, Addendums, and Signatures
- Remind Agent to update MLS
- Upload Contract to brokerage management system (e.g. dotloop, skyslope, etc.)
- Send contract to loan officer and settlement agents
- Coordinate and order inspections
- Confirm utilities are on for inspections
- Check with Lender to make sure full loan application is in
- Confirm escrow agent has EMD
- Obtain inspection reports
- Obtain and review PICRA then send out to parties
- Order HOA, POA, and/or Condo Docs
- Confirm appraisal has been ordered
- Confirm that any repairs are being done
- Remind Agent to update property status to Pending
- Confirm no appraisal issues exists
- Obtain HOA, POA, and Condo acknowledgements
- Collect all receipts
- Review preliminary CD/HUD
- Ensure walk through, closing, and utilities have been scheduled
- Ensure settlement agent has info to disperse any seller proceeds
- Send out closing package
- Seek online reviews from clients (zillow, realtor, trulia, google, facebook, etc.)