
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.