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transaction coordination

Pre-Listing Activities

Conduct initial consultation with the seller

Gather necessary property information and documents

Obtain signed listing agreement and disclosures

Schedule professional photography and virtual tours

Create property marketing materials

Submit property details to MLS and online platforms

Coordinate open house and showings schedule

Offer and Contract Management

Receive and review purchase offers

Present offers to the seller and provide guidance

Negotiate contract terms and conditions

Obtain necessary signatures and execute the contract

Communicate acceptance/rejection to all parties involved

Collect required earnest money deposit

Coordinate property inspections and appraisals

Contingency and Deadline Management

Monitor contingency timelines and ensure compliance

Coordinate repairs and negotiate credits if needed

Facilitate buyer's loan approval process

Verify completion of all contingency requirements

Ensure all deadlines are met and extensions if necessary

Document and Disclosure Management

Collect and distribute all necessary disclosures

Review and ensure accuracy of all transaction documents

Coordinate title and escrow services

Facilitate the signing of closing documents

Manage the transfer of funds and closing process

Communication and Follow-up

Maintain regular communication with all parties involved

Provide updates on transaction progress to the client

Coordinate with lenders, agents, and other professionals

Address any concerns or questions from the parties

Schedule and attend the final walkthrough

Post-Closing Activities

Coordinate the transfer of keys and possession

Confirm the disbursement of funds to all parties

Provide post-closing documents to the buyer and seller

Follow up with clients for feedback and testimonials

Archive all transaction documents for future reference

Note: This checklist is a general guide and may vary based on specific organizational requirements and local regulations.

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