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
providers
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.