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.)