Transaction Coordinator Services

Paperless filing and storage, contract processing and compliance, listing document maintenance, and transaction management. Feedback management, offer presentation, document preparation, all MLS changes (including obtaining required docs), completion of pre-closing walk-through checklist, scheduling steps with clients and all required parties for closing, title and closing coordination, review and sign off on Alta, and post-closing process.

Creation of BPO, Relo market updates, contract and file management, offer and contract management, title and closing coordination. Paperless filing and storage, contract processing and compliance, listing document maintenance, and transaction management. Feedback management, offer presentation, document preparation, all MLS changes (including obtaining required docs), completion of pre-closing walk-through checklist, scheduling steps with clients and all required parties for closing, title and closing coordination, review and sign off on Alta, and post-closing process. 

One hour minimum

All leads turned over - One hour minimum

All leads turned over - One hour minimum

Transaction Management including, paperless filing and storage, contract creation, processing and compliance (including Addendum(s) and Amendments), ordering home warranty, facilitating contract deadlines, working with lenders, title companies and coop agents to ensure your transaction closes on time.

One hour minimum

Contract creation, offer presentation, client signing, complete processing of documents including transmission to brokerage, lender, title company, appraiser and coop agent.  Inspection scheduling, attendance, document preparation and vendor coordination and billing. Title and closing process coordination, HUD review and walk-through, final closing details for client and closing attendance. (25% referral fee off buyer's side commission)

We will work with you to evaluate your culture and business processes, identify opportunities to be more effective and efficient, develop a business strategy and implement.

Agent and staff training/mentoring to increase productivity. 

We will work with you to create a customized, personal brand and an ongoing marketing strategy for your business.

Full service client management: contact information, important dates, marketing list, business metrics and reporting, COI database, farming assistance, license and continuing education management.

Conduct contract audits on your offices sale and listing files per state and brokerage requirements. 

Business operations documents, process development, Dotloop standardization, compliance forms and real estate articles, tips and statistics.

New or seasoned agent business model planning, training, budgeting, document creation, training of staff, processes and systems creation and implementation.

We will work with you to create, implement and execute the right marketing and sales plan tailored to meet your objectives.