Real Estate Transaction Coordinator Checklist
save
save
copy
save
save
save
copy
copy

Real Estate Financial Organizer Checklist

Subject Property

Company

Company Address

Prepared By:

SkyLine Properties

[your company name]

[your company address]

[your name]

Free Real Estate Transaction Coordinator Checklist

A comprehensive and enhanced checklist is essential for ensuring a smooth real estate transaction process. The following checklist, consisting of yes/no variables, is designed to help transaction coordinators manage every aspect of a real estate transaction efficiently.

Property Information:

  • Is all property information accurate and up-to-date?

  • Have property inspections been scheduled and completed?

  • Is the property title clear and free of liens or encumbrances?

Legal Documents:

  • Have all required legal documents (contracts, disclosures, addendums) been signed and dated?

  • Are there any outstanding legal issues that need to be resolved?

  • Have all parties received copies of signed documents?

Financing:

  • Has the buyer secured financing or a mortgage pre-approval?

  • Is the mortgage application process underway?

  • Are there any financial contingencies that need to be addressed?

Contingencies and Deadlines:

  • Are all contract contingencies and deadlines being tracked and met?

  • Have appraisal and financing contingencies been satisfied?

  • Is the closing date on track?

Inspections and Repairs:

  • Have necessary property inspections been completed (e.g., home inspection, pest inspection)?

  • Are repair negotiations resolved and documented?

  • Have repair items been completed and verified?

Insurance:

  • Has homeowner's insurance been obtained?

  • Is there evidence of flood, earthquake, or other relevant insurance policies?

Title and Escrow:

  • Is the title search complete and clear?

  • Are escrow instructions in order?

  • Have any title issues been resolved?

Funding and Closing:

  • Are funds in escrow ready for disbursement?

  • Is the final closing statement accurate?

  • Have all parties received the Closing Disclosure?

Compliance:

  • Is the transaction compliant with all local, state, and federal laws?

  • Are all required disclosures and notices provided as necessary?

Communication:

  • Is regular communication maintained with all parties (buyers, sellers, agents)?

  • Are all email correspondence and phone calls documented?

Final Walkthrough:

  • Has the final walkthrough been scheduled and conducted?

  • Are there any issues identified during the walkthrough?

Checklist Templates @ Template.net