Transaction Coordination

These options will allow you to do more of what you love - be in front of people selling real estate! All paperwork and deadlines will be managed from contract to close while your clients and partners stay informed every step of the way.

CONTRACT TO CLOSE - PREMIUM

Confirm documents are properly executed
Send fully executed contract to all parties
Send Next Steps Email to Buyer or Seller
Attorney/Lender Communication
Coordinate scheduling of inspections, if applicable
Track EMD delivery
Track Appraisal and Mortgage Commitment, if applicable
Assist client in obtaining HOI (buy side)
Prepare and disburse documents for execution as needed
Track and provide title updates to agent
Provide client regular transaction update/follow ups
Coordinate Final Walk Thru
Compliance Coordination
Closing Emails
Review request after sale
Update client contact information and home anniversary in CRM
30,60,90 Post Closing Follow-Up Emails

CONTRACT TO CLOSE - LITE

Send fully executed contract to all parties
Send Next Steps Email to Buyer or Seller outlining the contract to close process
Track EMD, Appraisal and Mortgage Commitment and provide updates to agent throughout transaction
Track and provide title updates to agent
Prepare and disburse documents for execution as needed
Compliance Coordination
Review request after sale

NEW LISTING ENTRY

Prepare listing paperwork for signatures, if requested
Input to MLS
Set up Showing Instructions
Upload Attachments & Photos
Activate Listing
Order sign installation, if requested
Upload all documents to Command
Any price/data changes and open house additions as needed throughout life of listing

COMPLIANCE COORDINATION

Create transaction in agent’s TM Software
Input Transaction Details
Process listing/purchase documents for broker compliance approval
Request anything needed for compliance approval
Complete offers & commission
Update transaction and contact details at closing