Transaction Coordination Services
$300 PER TRANSACTION
Here’s how we help you from contract to closing!
Receiving A New File
Thoroughly review the contract and ensure it is fully executed with all signatures, initials and dates.
Make sure any applicable addenda, broker specific forms, and seller's disclosures are included and signed.
Send introductory email to your client with a detailed transaction timeline, list of important dates, and explanation of Transaction Coordinator duties.
Send executed documents to your client, cooperating agent, title, and mortgage company if applicable.
Ensure initial escrow deposit is made and obtain confirmation of receipt.
Throughout The Transaction
Track the contract's timeline and ensure deadlines are met (ie - escrow due dates, inspection period, loan commitment, title commitment, closing date).
Confirm date/time of home inspection(s) and confirm utilities will be turned on.
Confirm date/time of appraisal.
Prepare additional addenda as needed (ie - price reductions, repairs, extensions, etc.)
Obtain HOA contact information, application, and bylaws if applicable.
Ensure the buyer submits HOA application and obtain approval letter if applicable.
Maintain regular contact with agent, title company, loan officer and HOA, if applicable, for status updates and outstanding items.
Closing Time
Confirm date/time of final walk through and closing.
Ensure that the client received the title company’s wire instructions.
Obtain confirmation of outgoing wires.
Ensure client has utility transfer information.
Submit completed file to your office for compliance.
Send a personalized thank you to your client.
Real Estate Agent Responsibilities
Provide us with your fully executed contract & applicable addenda.
Schedule and attend appointments (inspection, appraisal, final walk-through, and closing).
Negotiate potential changes to the contract (we will update the contract and/or prepare addenda and obtain signatures/initials).
Communicate contingency removals with your client (we will send you reminders of deadlines).
Remove your belongings from the property (ie - lockbox, signs, fliers, etc). If sign and post were installed by a third party company, we will contact them to have it removed.