Free Real Estate Transaction Coordinator Checklist

SkyLine Properties

[your company name]

[your company address]

[your name]

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?