Transaction Coordinator Lead Intake Checklist
A clean, printable checklist you can use to qualify faster, reduce back-and-forth, and start every file organized.
Use this as a printable checklist now, then optionally convert it into a structured intake system later.
What you’re getting
- Printable lead intake checklist (PDF)
- Qualification questions that prevent half-filled submissions
- A clean structure you can adapt to your state/brokerage
What's in this transaction coordinator intake checklist
The checklist is organized to capture everything needed to qualify a new lead and start a file cleanly — before the back-and-forth begins.
Transaction type and side
Buyer, seller, or dual representation — and whether it's a purchase, refinance, or listing coordination.
Agent and brokerage info
Referring agent name, brokerage, license number, and preferred communication method.
Property and contract details
Property address, list price, contract price, and earnest money amount.
Key contingency dates
Inspection period, financing contingency, appraisal deadline, and projected closing date.
Lender and title info
Lender name and contact, loan type, title/escrow company, and attorney (if applicable).
Urgency and special notes
Rush flag, known complications, and any brokerage-specific requirements the TC needs to be aware of.
Use it as a printable checklist you fill in manually, or as a blueprint for structuring a digital intake form. If you want to convert it into a structured online form with required fields, routing, and an auto-generated summary, that's what the intake automation add-on covers.
Want a website with a real intake system built in?
I build websites specifically for transaction coordinators — with embedded intake forms, service pages, and messaging designed for your workflow. Three packages starting at $750.
See TC website packages