Confirm the agreement

Save the final signed purchase and sale agreement with every incorporated addendum.Confirm the mutual-acceptance date and delivery of the completed agreement.CHECK THE SIGNED AGREEMENTVerify the buyer names and contact information against the agreement.Verify the property address and legal-description attachment when required.Record the closing date and possession terms.CHECK THE SIGNED AGREEMENT

Start the transaction

Submit the complete agreement to the brokerage using its required process.Open escrow or confirm it is open and has the complete agreement.Record the agents, transaction coordinator, lender, escrow or closing contact, and other named parties.Send the agreement to the lender when authorized and confirm receipt.Give the buyer the confirmed transaction timeline and next actions.

Handle earnest money

Identify the amount, payment form, holder and delivery deadline.CHECK THE SIGNED AGREEMENTGive the buyer verified delivery instructions from the authorized holder.Obtain confirmation that earnest money was delivered or deposited as required.CHECK THE SIGNED AGREEMENTSave the earnest-money receipt or other required confirmation in the transaction file.

Calendar the deadlines

List every deadline, triggering event, responsible person and required action.CHECK THE SIGNED AGREEMENTAdd confirmed deadlines and advance reminders to the responsible people’s calendars.Track delivery and buyer review of the seller disclosure when applicable.CHECK THE SIGNED AGREEMENTTrack inspection scheduling, access and the buyer’s response deadline.CHECK THE SIGNED AGREEMENTTrack financing milestones and notices required by the agreement.CHECK THE SIGNED AGREEMENTTrack appraisal ordering, property access and any appraisal contingency.CHECK THE SIGNED AGREEMENTTrack title-report delivery and any objection or response periods.CHECK THE SIGNED AGREEMENTAdd every other contingency or review period contained in the agreement.CHECK THE SIGNED AGREEMENT

Verify the handoff

Confirm the buyer knows who will contact them next and how to recognize legitimate requests.Remind the buyer to verify payment or wiring instructions through a trusted contact method.Resolve missing signatures, attachments, contact details and conflicting dates before relying on the timeline.Update the checklist and calendar whenever the parties sign a written change.

Newly pending buyer checklist

Confirm the agreement

Start the transaction

Handle earnest money

Calendar the deadlines

Verify the handoff

Find the dates in your agreement.