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Real Estate Transaction Checklist
Pre-Transaction Planning
Determine client's needs and preferences
Review market analysis and identify potential properties
Prepare a realistic budget and secure pre-approval for financing
Offer and Negotiation
Draft the offer letter with terms and contingencies
Review and negotiate the purchase agreement
Submit offer and await response from seller
Due Diligence
Conduct a thorough property inspection
Review and verify property title and history
Obtain and review all necessary disclosures
Financing and Appraisal
Finalize mortgage details with the lender
Order and review property appraisal
Secure homeowners insurance and title insurance
Closing Preparation
Schedule closing date and venue
Review closing documents and final closing statement
Coordinate final walk-through of the property
Post-Closing
Record the deed and transfer utilities
Store all transaction documents securely
Follow-up with client for any post-closing issues or needs
