Transaction Coordination Checklist for Faster, Cleaner Closings
A practical checklist to keep every contract milestone on track, reduce fall-through risk, and improve client confidence through closing.
In this article
Set critical dates on day one
Immediately map inspection windows, financing milestones, appraisal timelines, and closing deadlines. Share one timeline with agents, clients, and vendors so everyone works from the same source of truth.
- Immediately map inspection windows, financing milestones, appraisal timelines, and closing deadlines
- Share one timeline with agents, clients, and vendors so everyone works from the same source of truth
Standardize communication touchpoints
Use templated updates at each milestone: contract receipt, contingency progress, document status, and pre-closing reminders. Predictable communication reduces confusion and keeps clients confident through the process.
- Use templated updates at each milestone: contract receipt, contingency progress, document status, and pre-closing reminders
- Predictable communication reduces confusion and keeps clients confident through the process
Close with a post-mortem and playbook update
After each file closes, note what slowed the process and what prevented issues. Update your checklist and SOPs monthly. This creates a tighter, repeatable transaction system that improves every quarter.
- After each file closes, note what slowed the process and what prevented issues
- Update your checklist and SOPs monthly
- This creates a tighter, repeatable transaction system that improves every quarter
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