
Transaction Coordinator Services to Buyer’s Agent (Checklist)
Create new loop in DotLoop
​
Prepare agency agreement, if requested by Agent
​
Prepare offer to purchase, if requested by Agent
​
Receive and download pre-approval letter or proof of funds to DotLoop
​
Prepare contract of sale per terms provided by Agent and cooperating Agent, distribute or signature (TC contacts co-op only as needed)
​
OR
​
Provide listing agent with buyer, mortgage company, title company, down payment information for contract preparation and confirm signed by buyer and buyer’s agent
​
Confirm delivery of Seller’s Property Disclosure to the buyer
​
Pull tax record and validate seller ownership to tax record
​
OPRA reports, upload to DotLoop, SkySlope and inform Agent upon receipt
​
Request from Seller: HOA by-laws, preferably in electronic format; utility service
providers
​
Order buyer title services with ClosePoint USA as Settlement Provider and Title
Insurance from the appropriate Title Agency
​
Order and provide HOA by-laws obtained from Seller upon receipt, if applicable.
​
Congratulatory email to Buyers, with the following dates/information:
​
Instructions on how to obtain, deliver earnest deposit
​
Conclusion of attorney review
​
Deadline for home inspection completion
​
Deadline for mortgage commitment
​
Title contact info – will coordinate with buyer, mortgage company to prepare closing documents, schedule settlement and inform of cash requirements for day of closing
​
Obtain homeowner’s insurance and provide to mortgage company
​
Contact utility service providers to request new service
​
Schedule inspection for CO, fire certification – ONLY IF BUYER IS RESPONSIBLE
​
Projected settlement date
Confirm status change in MLS
​
Receive and upload copy of EMD
​
Receive and upload mortgage commitment, provide to co-op agent if requested
​
Prepare requested addendums/amendments/extensions to the contract of sale,
disseminate for signature
​
Upload inspection reports
​
Upload appraisal, if received
Confirm Commission Statement to buyer’s title company two weeks prior to close; match to contract terms; request revisions if/as needed