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Get your transaction

coordinator checklists

Fill out the form below and download the Transactly

transaction coordinator checklists for Buyers and Sellers.

The Transactly Checklists


Checklist for listings

When you’re on the listing side, there is more administrative work done prior to going under contract. Your to-do list will include, but is not limited to:

  • Entering your listing in the MLS
  • Signing listing agreements and documents
  • Completing all disclosures
  • Everything else it takes to maintain the listing, prior to receiving an offer

Checklist for buyers

The homebuyer side has much more to coordinate once you go under contract. These additional items include, but are not limited to:

  • Scheduling all inspections
  • Ordering the appraisal
  • Ordering title and survey work
  • Miscellaneous items, like turning on utilities and scheduling movers

If a lender and a mortgage is involved, there’s also the documentation back and forth between the home buyer, agents, & title company.


Customize it

to your market

As the saying goes, “All real estate is local.” States like Colorado, require agents to use specific contracts and forms for every home sale in the state. However, in California, different cities have different forms. These contracts and forms dictate the deadlines and milestones of every home sale transaction. You’ll want to make sure the transaction coordinator checklist you use is customized for your market.

Customize it

based on your role

As we’ve touched on, real estate transaction management tasks vary based on the your role in a transaction. A few of the roles that are typically involved are the buyer, seller, buyers agent, listing agent, transaction coordinator, lender, and title agent. The example checklists provided above are for the role of transaction coordinator, but they can be far more complex for lenders and title agents. However, they can be slightly less complicated if you’re a DIY, homebuyer, or home owner that’s attempting a for sale by owner.

Regardless of your role, you can create a custom checklist with the free Transactly app.


Let Transactly

streamline your process


Learn more about Transactly


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