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Listing and Transaction Coordination Checklist
Listing and Transaction Coordination Checklist

Listing and Transaction Coordination Checklist

Real Estate Faster can do these 80+ tasks for you.
1
Before the listing appointment:
2
Pre-listing Package
3
Research Liens / Mortgage records
4
Broker Price Opinion (BPO)
5
Professional looking CMA
6
Confirmation of the appointment
7
Reschedule appointments and follow up
8
Pre-fill listing agreement
9
Pre-fill Short Sale Addendum
10
Pre-fill Agency Disclosure
11
Pre-fill Seller Advisory
12
After Listing is Signed:
13
Confirm All Dates, Initials and Signatures
14
Coordinate with Brokerage to list property on the board
15
Schedule Front yard sign
16
Schedule Photographer
17
Look up Tax record information
18
Write Property Description
19
Input information into MLS
20
Schedule lockbox
21
Create website
22
Create YouTube Video
23
Create Property Flyer
24
Schedule drop off of Flyers at Property
25
Post to Social Media
26
Order Print Ads
27
Post to Craigslist
28
Just Listed Postcards
29
Call neighbors in radius of home
30
Email Blast other agents
31
Find another agent in office to hold 1st open house
32
Coordinate Staging
33
Coordinate Storage
34
Coordinate Seller Transfer Disclosure Statement
35
On Going Maintenance:
36
Accept Calls
37
Reply to Emails
38
Convert Faxes to PDF emails
39
Renew Craigslist every 2 days
40
Reorder print ads
41
Monitor the MLS Status of homes in the Area
42
Build Urgency and Scarcity
43
Send Weekly Reports
44
Coordinate Open Houses
45
Recommend Price Reduction
46
Screen offers and mark recommendations
47
Review Pre-Qualification / Pre-Approval letters
48
prepare counter offers based on Agent emails
49
Under Contract:
50
Confirm All signatures, dates, and initials
51
Input important dates into Agents calendar
52
Open Escrow
53
Order preliminary title report
54
Order Natural Hazards Report
55
Change Status in MLS
56
Order "Pending" Sign Rider
57
Order HOA documents
58
Get Seller to sign all disclosures
59
Send Disclosures to Buyer's Agent
60
Confirm Deposit / Earnest Money with Escrow
61
Order Replacement of MLS Lockbox with Combo Lockbox
62
Follow up with Seller and Buyer's agent to keep things on track
63
Coordinate Home Inspection
64
Coordinate Termite Inspection
65
Coordinate Appraisal
66
Send Seller's response on repairs to Buyer's agent
67
Coordinate Repairs
68
Confirm Expiration of Contingencies
69
Pre-Fill Agent inspection / walk through
70
Confirm with loan officer that loan is approved and docs ordered
71
Confirm Loan Docs signed by Buyer
72
Ensure Buyer has obtained home insurance policy for property
73
Review Estimated Closing Statement
74
Get seller to sign Closing statement
75
Schedule Notary
76
Order Home Warranty
77
After The Sale:
78
Confirm Recording of Title
79
Review Final Closing Statement
80
Change Status in MLS
81
Save and Organize all files in Google Drive
82
Order Lockbox Removal
83
Order Sign Removal
84
Send Client Gift
85
Order Just Sold postcards
86
Call Neighbors - Just Sold Campaign