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I need a real estate transaction checklist

Pre-Transaction Checklist

Transaction Checklist

  • Hire a licensed inspector to thoroughly check the property for any potential issues
  • Schedule an appraisal to determine the fair market value of the property
  • Refer client to a reputable lender for pre-approval
  • Assist client in gathering necessary financial documents for loan application
  • Work with client to draft a purchase agreement that outlines all terms and conditions
  • Review the agreement with client to ensure accuracy and understanding
  • Provide title company with necessary information to conduct a title search
  • Review title insurance policy for any issues or concerns
  • Coordinate with buyer, seller, agents, and title company to find a mutually agreeable closing date
  • Select a convenient location for closing that accommodates all parties
  • Review inspection report and negotiate repairs or concessions with the seller
  • Ensure all agreed-upon repairs are completed before closing
  • Arrange for a licensed home inspector to conduct a thorough inspection of the property
  • Review the inspection report with the client and address any concerns
  • Provide all parties with necessary paperwork for signatures
  • Submit documents to the appropriate parties in a timely manner
  • Provide regular updates to all parties on the progress of the transaction
  • Address any questions or concerns promptly to avoid delays
  • Schedule a final walk-through of the property with the buyer to ensure it is in the agreed-upon condition
  • Address any last-minute issues or concerns before closing
  • Be available to address any unexpected issues or concerns that may arise
  • Work with all parties involved to find a satisfactory resolution

Post-Transaction Checklist

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