Transaction Coordinator
Referrals Trade
The Complete Guide to Real Estate Transaction Coordinator
Our mission is to help you increase your production by helping you leverage your time. Time is your most valuable resource and every moment spent chasing paperwork is a moment you could have spent on income-producing activities.
We are committed to your success and don’t get paid until you do. If a transaction does not close for any reason at all, our services are free. We will even prepare your release and cancellation and follow up for signatures.
We always model professionalism and knowledge in every interaction with your clients. Our job is to make you look good and represent you in a manner that is appropriate for growing your business.
We are a paperless company and provide secure, broker-compliant digital files so your commission is never delayed. Paper copies can be provided at your request.
We ensure that all contracts are in compliance with state and local guidelines and we stay up to date as changes are made. We also make sure to include any broker-specific addenda required by your office.
Every agent’s needs are unique and no two deals are the same. If you are interested in a service not offered in one of our packages, just ask and we will try to accommodate your specific needs.
Referrals Trade
CONTRACT TO CLOSE SERVICES
Handle and ensure completeness of all contracts and documents.
Ensure compliance with regulations.
Monitor and track critical dates (e.g., inspection, appraisal, financing, and closing dates).
Send reminders to involved parties.
Coordinate with Title Companies, Mortgage Brokers & other service providers.
Schedule inspections, appraisals, and final walkthroughs.
Act as a point of contact between buyers, sellers, agents, lenders, escrow officers, and other involved parties.
Provide regular updates to all parties.
Final review and ensure all documents are complete and accurate.
Provide closing instructions and confirm post-closing tasks.
Maintain thorough records of all transactions.
Generate reports and summaries for agents and brokers.
Facilitate electronic document signing.
Educate clients about the transaction process & help out with e-signing.
Assist and answer questions throughout the transaction.
Handle all information with confidentiality and discretion.
Stay updated with real estate laws and regulations to ensure compliance.
Referrals Trade
PRICING & SERVICES
Representing Buyer OR Seller in a single transaction. Includes all services listed on the Services page.
Representing both Buyer AND Seller in a single transaction. Includes all services listed on the Services page.
Generate & facilitate execution of all documents & disclosures required on a lease transaction. Submit to the Broker a copy of the completed file.
No client contact. Review & organization of transaction documents to confirm compliance. Submit to the Broker a copy of the completed file.