TC Checklist by State — Pre-Contract to Post-Close
The checklist is the floor. The AI-native transaction coordinator runs the checklist for you — see /features/task-engine. This is the AI control plane that executes the steps below across every active file.
Every state's TC checklist differs in 30 to 60 small ways: which disclosures, what timing, what statutory deadlines, what state-specific addenda. We've assembled per-state checklists across 8 phases — pre-contract, intake, inspection, financing, repair credit, walkthrough, closing, post-close — that you can download as a PDF and use as-is or customize for your firm.
Phase 1 — Pre-contract (5–8 items)
Listing input verification, MLS push, photography coordination, showing setup, offer-prep packet for buyer's agent.
Phase 2 — Intake (6–10 items)
Executed contract upload, party verification, earnest money tracking, MLS status update to pending, calendar push to all stakeholders, opening file with title.
Phase 3 — Inspection (4–8 items)
Inspection scheduling, inspection-report distribution, repair-credit proposal drafting, repair-credit response tracking.
Phase 4 — Financing (5–8 items)
Lender intake, weekly status check (T-21, T-14, T-7, T-3), conditions-to-close monitoring, appraisal tracking, clear-to-close confirmation.
Phase 5 — Repair credit (3–6 items)
Contractor estimate request, repair scheduling, repair confirmation, credit-counter or escrow holdback documentation.
Phase 6 — Walkthrough (3–5 items)
Walkthrough scheduling, buyer confirmation, walkthrough issues log, last-minute repair tracking.
Phase 7 — Closing (6–10 items)
Closing-doc set request, wire instructions verification, settlement statement review, closing-day logistics, attorney coordination (in attorney states).
Phase 8 — Post-close (4–6 items)
Commission disbursement verification, MLS status update to closed, post-close survey, document filing to records vault.
Download the checklist
Pick your state; the PDF customizes to the per-state checklist with correct disclosure names and statutory deadlines. Email-gated.*
Frequently asked
Is the checklist customizable per firm?
Yes. The PDF is a starting point; the in-product Task Engine lets you layer firm-specific tasks.
Does the checklist change for attorney states?
Yes. NJ, NY, MA, CT, SC, GA have attorney-review and statutory-deadline items the non-attorney states don't have.
How often is the checklist updated?
Quarterly review; ad-hoc updates when state law changes.
Can I use this for a relocation or REO file?
Most of it. Some relocation files have third-party requirements layered on top; the AI-native TC software handles those automatically.
Is the checklist in editable format?
Yes. PDF and editable DOCX both available.
Can I share with a colleague?
Yes.
See the AI control plane on your real files.
30-minute live demo with the founders. No sandbox; we run on your contracts.