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1 | To customize, make a copy of this free document. File < Make a copy | ||||||||
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3 | Transaction Checklist - Buyer | Daniel Garcon, PA | |||||||
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5 | Clients | Alexis Carrion | |||||||
6 | Property Address | 5180 Lochwood Court. Naples, FL 34112 | |||||||
7 | Closing Date | (TBD) | |||||||
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10 | TASK TITLE | TASK OWNER | START DATE | DUE DATE | STATUS | ||||
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13 | On Deck | ||||||||
14 | Obtain Pre-Approval Letter | 00/00/25 | 10/4/20 | DONE | |||||
15 | Buyer Contract | 0/00/20 | 10/5/20 | IN PROGRESS | |||||
16 | Send Welcome Email | 10/5/20 | 10/6/20 | NOT STARTED | |||||
17 | Complete Buyer Preferences Form | 10/5/20 | 10/6/20 | NOT STARTED | |||||
18 | Setup Property Search | 10/10/20 | 10/11/20 | NOT STARTED | |||||
19 | Offer | ||||||||
20 | Draft Purchase Agreement/Offer | 10/11/20 | 10/12/20 | NOT STARTED | |||||
21 | Negotiate | 10/12/20 | 10/13/20 | NOT STARTED | |||||
22 | Obtain All Signed Documents | 10/13/20 | 10/14/20 | NOT STARTED | |||||
23 | Under Contract | ||||||||
24 | Collect/Confirm Earnest Money Deposit | 10/16/20 | 10/17/20 | NOT STARTED | |||||
25 | Send Congratulations Email | 10/17/20 | 10/18/20 | NOT STARTED | |||||
26 | Notify Lender | 10/18/20 | 10/19/20 | NOT STARTED | |||||
27 | Order Titlework | 10/18/20 | 10/19/20 | NOT STARTED | |||||
28 | Order Appriaisal | 10/19/20 | 10/20/20 | NOT STARTED | |||||
29 | Confirm Appraisal Passed | 10/20/20 | 10/21/20 | NOT STARTED | |||||
30 | Verify Completed Titlework | 10/21/20 | 10/22/20 | NOT STARTED | |||||
31 | Confirm Clear to Close with Lender | 10/22/20 | 10/23/20 | NOT STARTED | |||||
32 | Order Warranty(s) | ||||||||
33 | Inspection | ||||||||
34 | Schedule Inspection | 10/17/20 | 10/18/20 | NOT STARTED | |||||
35 | Review Inspection Documents | 10/18/20 | 10/19/20 | NOT STARTED | |||||
36 | Draft Inspection Response/ Addendum | 10/18/20 | 10/19/20 | NOT STARTED | |||||
37 | Obtain Signed Seller's Inspection Response | 10/19/20 | 10/20/20 | NOT STARTED | |||||
38 | Confirm Inspection Items Completed/Obtain Reciepts | 10/19/20 | 10/20/20 | NOT STARTED | |||||
39 | Closing | ||||||||
40 | Coordinate Utility Transfer | 10/18/20 | 10/19/20 | NOT STARTED | |||||
41 | Confirm Closing Date & Time | 10/18/20 | 10/19/20 | NOT STARTED | |||||
42 | Confirm Possession Date/Time | 10/19/20 | 10/20/20 | NOT STARTED | |||||
43 | Send Email - What to bring to closing | 10/20/20 | 10/21/20 | NOT STARTED | |||||
44 | Purchase Closing Gift | 10/21/20 | 10/22/20 | NOT STARTED | |||||
45 | Post Closing | ||||||||
46 | Email Buyer Feedback Survey | 10/26/20 | 10/27/20 | NOT STARTED | |||||
47 | 30 day check in call | 11/26/20 | 11/26/20 | NOT STARTED | |||||
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50 | DANIEL GARCON, P.A | realtorgacon.com | |||||||
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