Manage the Transaction

Use checklists created in Microsoft Word or provided by your broker or programs such as RE FormsNet's Winforms and Zipforms to track the various documents in the transaction. This tracking will help ensure that all needed documents are accounted for and complete.

Use electronic forms software such as Winforms and Zipforms to fill in the listing agreement, any counteroffers, disclosures, receipt acknowledgments, and other transaction forms. Consider sending blank or draft copies of these forms to your seller ahead of time, so he can review them before you meet to discuss or sign.

When the transaction is complete, collect all the documents involved and create PDF versions of them. Then create a CD or DVD that contains all these documents so the seller has a convenient copy for his archives. (Note that this disc should not replace the paper copies you give a client.)