TRANSACTION COORDINATION
seller OR BUYER SIDE | $400
DUAL TRANSACTION | $700
From Contract to Close, we’ll work our magic to guide your transactions all the way to the end!
WHEN A TRANSACTION IS UNDER CONTRACT, I WILL:
Coordinate opening of the file with escrow and handle all documents securely.
Introduction email will be sent providing a timeline of deadlines with a copy of the executed contract to coop-agent, buyers agent, buyer/seller – (Your client as appropriate) lender and title company.
Ensure everything is fully executed with dates, initials, signatures, broker information is completed.
Submit all required contract documents to broker for compliance.
Send/request disclosure packages and gather signatures if needed.
Ensure the lender, title company, and broker receive any amendments or changes to the contract.
Verify EM deposit and obtain receipt from escrow.
Verify inspection date and time. Ensure all parties have received reports to review.
Keeping in contact with the title company and lender throughout the transaction. Provide agent email updates on the status of the transaction keeping you informed.
Update deadlines due to any changes in the contract.
Collect HOA documents in accordance with deadlines and email to buyer agent (if on list side) or to buyer (if on buyer side).
Order Home Warranty per contract, if needed.
Order HOA documents, if needed.
Confirm inspection has been set up in accordance with offer deadline.
Monitor appraisal timeline and completion with the lender.
Coordinate and monitor buyers loan status with lender.
Ensure your buyer/seller is provided a copy of all documents.
Remind agent to draft Commission Disbursement. If TC is completing CD request, form MUST BE approved by agent before submitting to escrow and compliance.
Upload all disclosures, documents, and reports into agents online transaction management service as they are received or fully executed throughout the transaction (if applicable).
Provide access to the transaction management service 24/7 to all parties to the transaction (if applicable).
Maintain constant contact with all parties involved for status updates as well as outstanding items.
Verify escrow has all required documentation.
Coordinate and confirm final walk-through.
Schedule signing appointment for client and agent if applicable.
Conduct a final audit of file 7 days prior to closing to ensure all documents are uploaded and the file is complete.
Confirm final recording and alert agents.
Upload Final HUD/ CD to online transaction management service for compliance.
THIS SERVICE INCLUDES ALL OF THE ABOVE, PLUS:
Buyer Side:
Upload buyers rep agreement and all broker required forms for compliance.
Submit all executed contracts, counter-proposals, and amendment extensions (if applicable) to lender.
Arrange EMO pick up/ remind the buyer to wire as necessary.
Upload all forms, amendments, and addendums for compliance.
Follow up on repairs and receipts from inspection.
Give utility contact info and remind the buyer to transfer utilities.
Coordinate Key transfer upon closing.
Coordinate Closing Gift per agent instructions (if needed).
Send email to your client asking for a review on Zillow or your preferred site.
Seller Side:
Upload Listing Agreement and all broker required forms for compliance.
Follow up signatures of all documents.
Upload all forms, amendments, and addendums for compliance.
Follow up on repairs and receipts.
MLS Data Input to pending inspection, pending, and closed.
Coordinate Closing Gift per agent instructions. (if needed)
Order For sale sign down.
Coordinate removal of any staging furniture.
Send email to your client asking for a review on Zillow or your preferred site.
How it Works
Book a Call
We know your time is valuable – We’ll get on a 20-minute call to discuss your needs to close this deal.
Submit Intake
We’ll send over a proposal including our contract and non-refundable deposit invoice. Once signed, you’ll automatically receive our Submit a Contract intake form.
Make Magic
We’ll work our paperwork magic to close your deal so you can focus on your fave revenue generating activities! .
Transaction coordination fees require a $100 non-fundable deposit. Remaining fees to be paid at closing according to TC Support Service Agreement.
AGENT EXPECTATIONS: Review preliminary title reports. Review escrow Instructions and settlement statements. Negotiate repairs and any changes to the contract. Advise the client of any contingency timeline removals (we will remind all parties of the dates and timeframes in the introductory email). If TC is drafting documents, the agent will review before being sent to client (if applicable).