You got the LISTING!!!! Congratulations.... Now what?!
Complete listing file creation in agents preferred software
Fill out listing documents and send to client along with any required disclosures for signatures.
Order preliminary title (when applicable).
Add listing info into the MLS (agent fills out listing comments/description).
Order for sale sign.
Assign lockbox to MLS listing.
Ask the seller to make copies of house keys for the lockbox.
Schedule stager for consultation, if applicable.
Schedule photographer for photo shoot once house is staged.
Have listing agent edit or approve MLS input before going live
Email seller copy of the listing
Add required documents to the MLS listing such as legal description, disclosures, inspections.
Add all listing documents, disclosures and any other required documents to broker’s online compliance management software ensuring file is complete.
And more...
QA Contract for Accuracy, Addendums, and Signatures
Upload Contract to brokerage management system (e.g. dotloop, skyslope, etc.)
Send contract to loan officer and settlement agents
Coordinate and order inspections: home/termite/well/septic/water/perc test
Send out calendar invites for inspections
Order HOA, POA, and/or Condo Docs
Obtain inspection reports
Send out clear termite letter to all parties
Ensure appraisal has been ordered
Follow up with Buyers to get lender paperwork
Determine if Buyer wants a survey and ensure its ordered
Determine Buyer is receiving or wants a home warranty and is ordered
Ensure title has been ordered, binder is in, and it's being reviewed by an underwriter.
Review HOA, POA, and Condo documents for delinquencies and violations.
Send out HOA, POA, and/or Condo resale certificate(s)
Collect all receipts
Review preliminary CD/HUD
Ensure walk through, closing, and utilities have been scheduled
Send out closing package
Seek online reviews from clients (Zillow, Realtor, Trulia, Google, Facebook, etc.)
We're under contract!!!!! GREAT job!.... Now let us take over...
Upload Listing Agreement and all broker required forms for compliance.
Follow up signatures of all documents.
Upload all forms, amendments, and addendums for compliance.
Follow up on repairs and receipts.
MLS Data Input to pending inspection, pending, and closed.
Coordinate removal of any staging furniture, if needed.
Send email to your client asking for a review on Zillow or your preferred site.
And many more....
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Our real estate transaction coordinator checklist represents a condensed overview of the 100+ point workflow that our real estate transaction coordinators use with our clients. If you don't see a specific task that you were looking for, please don't hesitate to contact us for a more comprehensive list.