Transaction Coordinator Information Sheet

Please provide the information below to help us coordinate your transaction smoothly.

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Property Information

Property Address*

City

State

ZIP

County

Property Type*

Sale Type*

⚑ Transaction Flags

Check all that apply — these affect the TC workflow and required documents

Tenant Occupied

Lease terms may affect possession date

Foreign Seller — FIRPTA Applies

15% withholding coordination required

1031 Exchange Involved

Strict 45/180-day IRS deadlines

Seller is LLC / Trust / Estate

Entity documents will be needed

Financial Details

Purchase Price*

Initial Deposit Amount

Escrow Deposit Due

Days from effective date

Inspection Period

Days

Seller Contribution to Closing Costs

Seller Information

Seller 1

Full Name

No HOA added

Lender

Inspector

Inspector Name

Company

Phone

Address

Transaction Timeline

Effective Date

Closing Date

Client Preferred Language

EnglishSpanishEnglish & Spanish

Commission

Total Commission

Dollar amount or percentage

Buyer's Agent Commission

Dollar amount or percentage

Broker Transaction Fee

Dollar amount only

Documents Required

Fully executed contract
All addenda noted in contract
MLS listing
Copies of Picture ID
Copy of earnest money deposit

Agent Notes

Additional Information

Agreement to Terms and Conditions: WorkTC may update its policies or procedures from time to time, and any changes will be communicated promptly. There is no upfront retainer, and if the transaction does not close, no fee will be owed.

Signature of Agent*

✏️

Date*

Your Name

Your Email*

Confirmation will be sent here

A confirmation email will be sent to you. WorkTC will follow up within 24 hours.

Transaction Coordinator Information Sheet

📎 Upload Contract — Auto-Fills Form Below

Property Information

⚑ Transaction Flags

Financial Details

Seller Information

Buyer Information

Seller Attorney or Title Company

Buyer Attorney or Title Company

Listing Agent / Broker

Selling Agent / Broker

HOA / Condo Association