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transaction checklist

Pre-Transaction Preparation

Conduct initial client consultation

Determine client's requirements and preferences

Analyze market conditions and property availability

Identify potential properties for client viewing

Schedule property viewings and inspections

Prepare necessary documentation and contracts

Property Evaluation and Negotiation

Accompany client during property viewings

Evaluate properties based on client's needs and criteria

Conduct comparative market analysis for selected properties

Assist client in making an offer on the desired property

Negotiate with the seller or their representative

Facilitate property inspections and appraisals

Financial and Legal Considerations

Coordinate with mortgage brokers or lenders for financing options

Review and verify the financial qualifications of the client

Assist in preparing financing documents and loan applications

Coordinate with the client's attorney for legal review and advice

Ensure compliance with all applicable laws and regulations

Facilitate the payment of earnest money deposit and other fees

Transaction Coordination and Documentation

Prepare and review all necessary paperwork and contracts

Coordinate with other parties involved (e.g., buyer's/seller's agents, attorneys)

Schedule and attend closing and settlement meetings

Ensure all required inspections and repairs are completed

Review and verify the accuracy of all transaction documents

Facilitate the transfer of title and ownership

Post-Transaction Follow-Up

Provide post-transaction support and assistance to the client

Coordinate the transfer of utilities and services

Assist with any post-closing issues or concerns

Conduct a final walkthrough of the property with the client

Request and provide feedback and testimonials from the client

Maintain ongoing communication and relationships with the client

Note: This checklist is a general guideline and may vary depending on the specific requirements and procedures of the real estate organization. It is recommended to customize the checklist to fit the organization's specific needs and preferences.

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