Listing Docs submitted in brokerage w/in 48hrs of signing Listing Agreement
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Once live in MLS, check listing accuracy on 3rd party sites to confirm proper syndication
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123 Sample Street
Sample Client
Clear+ New
Residential · Listing
11 of 54 tasks20%
Submit Ratified Sales Contract to Brokerage
May 16
Confirm Buyer's Agent has scheduled an Inspection, ensure client is aware
May 16
Schedule Perk Test (if necessary)
May 16
Schedule Survey (if necessary)
May 16
Schedule Inspection
May 16
Add Inspection to Showingtime
ℹ
Inspector's Name
ℹ
Inspection Date & Time
Send Listing Agreement, Ratified Contract, Compensation Agreement (if applicable), and MLS PDF to Closing Attorney. Specify which attorney office location is preferred for closing.
May 18
Send Buyer's Agreement, Ratified Contract, Compensation Agreement (if applicable), and MLS PDF to Closing Attorney. Specify which attorney office location is preferred for closing.
May 18
Send Buyer's Agreement, Ratified Contract, Compensation Agreement (if applicable), and MLS PDF to Lender.
May 18
If property has Flood Insurance, determine if assumable and provide info to Buyer/Buyer's Agent.
May 19
Confirm client's choice of Home Owners Insurance.
May 19
If requiring Flood Insurance, look into assuming existing Flood Policy with List Agent.
May 19
Obtain verification of earnest money. Send verification to List Agent.
May 20
Obtain verification of earnest money.
May 20
Ensure Repair Addendum signed by both parties — or if terminating — Due Diligence funds & signed Notice of Termination turned in prior to Expiration.
May 28
If buyer receiving funds en-lieu of repairs, confirm with Lender such amounts to be listed on CD. Send addendum to Lender and Closing Attorney.
Jun 15
Confirm CL100 has been Scheduled and added to Showingtime.
Jun 15
Confirm CL100 is clear. Email clear CL100 and paid receipt to Closing Attorney and Lender.
Jun 20
Check with Closing Attorney for Time/Date of Closing; Notify client
Jun 15
Provide repair receipts to Buyer Agent, with work performed by a licensed/insured contractor
Jun 20
Has list agent provided repair receipts from a licensed/insured contractor?
Jun 20
Ensure repair receipts provided from Seller to Buyer, performed by a licensed/insured contractor
Jun 20
Verify if buy-side intends to perform a re-inspection of repair requested items.
Jun 21
Schedule re-inspection for repairs as listed on repair addendum. Schedule through ShowingTime.
Jun 21
Check status of Appraisal
Jun 22
Send any invoices to be paid at closing to Closing Attorney.
Jun 22
Send commission wiring instructions to Buyer's Attorney
Jun 23
Order Home Warranty by this date
Jun 23
Check that Home Warranty was Ordered
Jun 23
Check with Lender that Buyer has signed TRID and is clear to close.
Jun 26
Review Closing Disclosure / ALTA from Closing Attorney (confirm Commission & invoices to be paid are shown and correct)
Jun 27
Confirm with Client that Utilities have been scheduled for cut-off
Jun 23
Confirm with Client that Utilities have been set-up
Jun 23
Utilities: Confirm List client has scheduled for cut-off & Buyer client has set-up accounts
Jun 23
Get Closing Gift
Jun 27
Confirm Final Walkthrough is in ShowingTime
Jun 28
Confirm location of keys, fobs, garage door openers, pool key, mail box keys, etc.
Jun 29
Request (Google, Facebook, etc) Review from Client prior to Closing
Jun 30
Attend Closing
Jun 30
Confirm MLS status has been updated
Jul 1
Submit Closing Docs to office
Jul 2
Recommend Seller to Request Property Insurance Refund
Jul 6
Recommend Buyer to confirm their county taxes are set to Primary Residence.
Jul 6
Remind Seller to Request Property Insurance Refund
Aug 14
Remind Buyer to confirm their county taxes are set to Primary Residence.
Aug 14
3 Month Check-In on Client
Sep 28
6 Month Check-In on Client
Dec 27
9 Month Check-In on Client
Mar 27
Happy 1 Year Anniversary Gift to Client
Jun 30
TransactionTracker
A real-estate transaction checklist that adapts to your deal. Anchor a closing date and the rest line up on their own.
Property type*
Transaction side*
Property Address*