Free · no sign-upTransaction coordinator checklist (free, printable, English and Spanish)
Choose the side and what the deal includes; add the acceptance and closing dates to get a due date for every step (weekends and federal holidays skipped). Print it or save it as PDF.
Without dates each step shows when it is due relative to acceptance or closing.
TC checklist · 23 steps
Contract
- Send executed contract to all parties · TCOn the day of acceptance
Title & HOA
- Open escrow / send contract to title · TCOn the day of acceptance
- Review title commitment · TC14 days after acceptance
Communication
- Introduction email to all parties · TC1 day after acceptance
- Remind client: utilities & homeowner's insurance · TC5 days before closing
- Send wire-fraud warning & closing instructions · TC2 days before closing
Earnest money
- Send earnest money instructions to client · TC1 day after acceptance
- Confirm earnest money receipted · TC3 days after acceptance
Inspection
- Schedule home inspection · Agent2 days after acceptance
- Review inspection report with client · Agent7 days after acceptance
- Draft repair request / amendment · Agent8 days after acceptance
- Confirm inspection / option outcome in writing · TC10 days after acceptance
Financing
- Confirm loan application submitted · Lender5 days after acceptance
- Confirm loan approval / commitment letter · TC21 days after acceptance
- Request clear to close from lender · TC10 days before closing
Appraisal
- Confirm appraisal ordered · Lender7 days after acceptance
- Follow up on appraisal · TC18 days after acceptance
Closing
- Schedule closing & confirm signers · TC7 days before closing
- Review closing disclosure / settlement statement · TC3 days before closing
- Confirm final walkthrough time · Agent2 days before closing
- Confirm keys & possession hand-off · AgentOn the day of closing
After closing
- Send closed file to compliance · TC1 day after closing
- Send thank-you & review request · Agent3 days after closing
This checklist, on every file, by itself
In ClosingCode every new file gets these steps with real due dates from the contract – they move when an amendment moves closing, overdue ones turn red, and clients get updates in English or Spanish.
Start free trial