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Transaction Coordinator Checklist

Pre-Listing Preparation

Confirm all necessary documents and information are collected from the seller.

Create a comprehensive property profile.

Prepare and distribute the listing agreement for signatures.

Schedule professional photography and videography.

Coordinate staging if applicable.

Listing Launch

Input property details into Multiple Listing Service (MLS).

Create and implement a marketing plan.

Prepare and distribute flyers and digital marketing materials.

Post the listing on social media platforms and real estate websites.

Schedule open houses and private showings.

Under Contract Process

Collect and review offers from potential buyers.

Present offers to the seller and assist with negotiations.

Once an offer is accepted, prepare all necessary contracts and disclosures.

Coordinate with all parties involved (agents, lenders, title companies).

Schedule inspections and appraisals.

Escrow Management

Monitor timelines and deadlines critical to the transaction.

Ensure all contingencies are addressed and resolved.

Maintain clear communication with all parties involved.

Collect and organize all necessary documents for closing.

Review closing disclosures for accuracy.

Closing Process

Confirm final walkthrough is scheduled and completed.

Ensure all funds are collected and disbursed appropriately.

Coordinate the signing of closing documents.

Confirm the recording of the deed with the county.

Follow up with clients post-closing to ensure satisfaction.

Post-Transaction Follow-Up

Send thank-you notes to clients and referral sources.

Request feedback or reviews from clients.

Update CRM with transaction details for future reference.

Review and analyze the transaction for lessons learned.

Maintain communication for potential future business.

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