TRANSACTION COORDINATION

We’ll handle the administrative tasks that accompany your real estate deals with impeccable attention to detail, organization, and making the process smooth for buyers and sellers.

Review the contract for completeness and pursue necessary parties for outstanding initials, signatures, and dates.
Provide a transaction timeline highlighting key dates and milestones; and communicate with all parties involved—including the Lender, Closing Attorney, client, and cooperating agent—to establish me as the single point of contact and ensure all transaction-related communication and documentation is managed efficiently.
Add all dates to your digital calendar.
Establish file in your Broker System of Record, upload documents, and contact information.

Coordinate the timely satisfaction and removal of all contingencies and keep you informed of the progress, including ordering HOA/Condo Docs.
Weekly Lender check-in. More frequently when necessary.
Coordinate inspections with all necessary parties.
On-going System of Record maintenance as documents are submitted, amendments are executed, and the transaction progresses.
For Sellers: Order payoffs and tax, water, and sewer certs.
Confirm home warranty selection and follow-up until confirmation is received.

Provide clients with reminders to connect or disconnect all necessary utilities and to secure homeowner’s insurance.
Verify loan commitment with client’s lender, provide copies and notify you of any problems in underwriting.
Order and review the Title report. Notify you of any issues and help to resolve.
Schedule final walkthrough and closing with your clients, the Closing Attorney, and you.

Obtain final signed closing disclosures and upload to your System of Record.
Provide a congratulatory letter to your Buyer(s) or a thank you letter to your Seller(s) prompting them to leave a review for you with clickable links.
Design Just Sold postcards and send out to the demographic of your choice (postage paid separately).
Add client to your contact database with new address and email to be added to your past client drip campaign.