Here’s a visual timeline that shows how a real estate agent and a transaction coordinator (TC) work together from offer accepted → closing 👇
Text Version Below
STEP | AGENT (🏡) | TRANSACTION COORDINATOR (🗂️)
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1. OFFER ACCEPTED | – Notify client | – Create transaction file
| – Submit signed contract | – Review for missing docs
| – Open escrow | – Track key dates (inspection, loan, close)
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2. OPEN ESCROW | – Guide client on deposit | – Confirm deposit received
& PAPERWORK | – Introduce escrow/title contacts | – Distribute docs to all parties
| – Answer client questions | – Request disclosures & compliance forms
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3. INSPECTIONS & | – Schedule inspections | – Track inspection/appraisal deadlines
APPRAISAL | – Negotiate repairs/credits | – File reports & share updates
| – Communicate with client | – Maintain checklist progress
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4. LOAN & | – Coordinate with lender | – Monitor contingency deadlines
CONTINGENCIES | – Advise client on removals | – Collect signed forms
| – Request extensions if needed | – Send reminders
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5. FINAL | – Schedule walkthrough | – Confirm closing documents ready
WALKTHROUGH & | – Review closing disclosure | – Coordinate with escrow/title/lender
PREP FOR CLOSE | – Prepare client for signing | – Confirm closing time/date
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6. CLOSING DAY | – Attend closing (if local) | – Verify final docs & commissions
| – Congratulate client | – Upload to broker system
| – Handle post-close follow-up | – Close out file & send copies
🧭 Quick Takeaway
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The Agent = Client-facing, negotiates, sells, and manages relationships.
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The TC = Behind-the-scenes, ensures the deal stays on schedule and compliant.