Dalton Wade
Transaction Coordinators

Set up the loop, add all parties, and attach public record details for a complete, accurate file.

Enter listing information and upload required documents to the MLS to ensure compliance and visibility.

Pull all relevant MLS and public record PDFs to keep your loop complete and audit-ready.

Schedule inspections, confirm access, and share reports with all parties.

Request, follow up, and log HOA docs and approvals to keep the deal on track.

Draft addendums as needed (price changes, extensions, repairs) for signatures in Dotloop.

Obtain receipts and proof of completion for agreed repairs.

Compile utility providers, contact info, and setup instructions for a smooth move-in.

Confirm dates, times, and logistics; coordinate final walk-through and closing details.

Submit documents for compliance review to meet brokerage requirements.

Maintain a neat, labeled, and version-correct file for easy reference and auditing.

Complete the Commission Disbursement Authorization and prompt clients for post-closing reviews.

Share a clean summary packet so both sides have the same documents, dates, and contacts.

Provide a complete file and brokerage details so lender/title can process efficiently.

Monitor every milestone and follow up proactively to prevent delays.

Deliver a client-friendly packet outlining what’s signed, what’s next, and when.