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
Do You Need A Checklist or Coordinator?
Our nationwide network of TCs saves agents, brokerages and teams an average of 16 hours per transaction by handling 90% of the contract-to-close process.
