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Shaking Hands

Transaction Coordinator Services to Listing Agent (Checklist)

Create new transaction in DotLoop

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Prepare listing documents per terms provided by Agent, distribute for signature

 

Pull tax record and validate ownership to tax record

 

OPRA reports, upload to DotLoop

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Enter listing in MLS, confirm listing is correctly mapped and flows to Agent website

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Upload Seller Property Disclosure to MLS

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Upload photos to MLS, only if requested by Agent (Agent must submit photos to TC in upload order)

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Request from Seller: HOA by-laws, preferably in electronic format; utility service 

providers

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Manage MLS status changes

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Prepare contract of sale per terms provided by Agent and cooperating Agent, distribute for signature (TC contacts co-op only as needed)

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Upload contract to SkySlope upon full execution, convert transaction type, and update with buyer, co-op agent, title contact information

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Confirm delivery of EMD to escrow holder, upload copy to SkySlope

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Order seller title processing with ClosePoint USA, LLC; provide HOA by-laws from Seller upon receipt

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Congratulatory email to Sellers, with the following dates/information:

Conclusion of attorney review

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Deadline for home inspection completion

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Connection Title processing contact – will be contacted regarding opening mortgages, review of judgments, deed preparation, pre-signing of sale documents

 

Schedule inspection for CO, fire certification

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Schedule final water/sewer/electric/gas/oil readings

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Projected settlement date

Upload inspection reports

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Order home warranty if authorized (refer to listing package) and provide invoice to

ClosePoint USA, LLC and Settlement Agent

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Prepare requested addendums, amendments, or extensions to the contract of sale,

disseminate for signature

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Confirm Commission Statement and delivered to buyer’s title company two weeks prior to close; match to contract terms; request revisions if/as needed

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Follow up with Agent to obtain any receipts, invoices that should be added by title for payment or reimbursement at closing and submit to buyer’s title company

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Receive scan of closing documents and upload to Dotloop, close transaction for payment processing for final payment.

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