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Shaking Hands

Transaction Coordinator Services to Listing Agent (Checklist)

Create new transaction in DotLoop

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

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

Upload Seller Property Disclosure to MLS

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

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


Manage MLS status changes

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

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

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

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

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

Conclusion of attorney review

Deadline for home inspection completion

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

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

Projected settlement date

Upload inspection reports

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

ClosePoint USA, LLC and Settlement Agent

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

disseminate for signature

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

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

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

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