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SERVICES

Why Hire a Transaction Coordinator?

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Time Savings: There are 33 basic steps to a transaction that the typical Transaction Manager performs in the background, behind the scenes, that ultimately frees up, on average 12.5 hours of your time per contract. 

Risk Management: My transaction knowledge and experience gives you a competitive edge in Risk Management and compliance with all applicable real estate laws and contract dates and deadlines.

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Choose from 4 Different Service Packages:

Listing to Close, Under Contract to Close, New Build, and Compliance Only

Sold
home keys
L2C, UC2C
Listing to Close - $450
(Double-Sided is an Additional $100)
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  • Preparation of Listing Contracts & Disclosures

  • Send Intro Email to Client

  • Collect all Needed Client Contact Information & Lockbox Information

  • Complete Contact Sheet in CTM

  • Order Signs for Install & Removal

  • Ordering of Professional Photo’s (if needed)

  • MLS, IRES, & PPAR Listing Entry / Plus MLS Input Sheet Assistance (if needed for office)

  • Showing Time or CSS Entry

  • Ordering of O&E Reports

  • Setting Up of Seller’s Home Warranty (if needed)

  • Submission & Follow Up of all Paperwork to Perspective Office

  • Communicate with Seller’s Throughout the Transaction

  • Confirmation of all Appointments

  • Handle Future Price & Status Changes

  • Plus all Under Contract to Close Services

Under Contract to Close - $400​​
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  • Buy Side – Preparation of Buyer Contracts & Disclosures

  • Coordinate & Manage all the Administrative Tasks of the Transaction

  • Collect all Needed Contact Information & Lender Pre-Approval Letter

  • Complete Contact Sheet in CTM

  • Download and Check Contracts/Disclosures for Accuracy, Signatures, & Dates

  • Send Intro Email to Client with a Copy of the Executed Contract & Dates & Deadlines Calendar

  • Send Intro Email to Title & Lender with Executed Contract & Contact Sheet

  • Ordering/Collection of Title Work & HOA Documents – Send to Buyer/Agent

  • Collection of Earnest Money Receipt – Send to all Parties

  • Collection of Due Diligence Documents – Send to Buyer/Agent

  • Submission of Paperwork to Perspective Office

  • Conduct Status Update in MLS, IRES, & PPAR

  • Confirm Inspection is Set Up – Once Complete, Report is in Docs Management

  • Constant Follow Up with Lender – Appraisal is Ordered/In & Loan Status

  • Tracking and Follow Up of all Dates & Deadlines

  • CDA Preparation & Submission to Title

  • Collection of Repair Receipts – Send to Buyer/Agent

  • Preparation of Needed Amendments Throughout Transaction – Send to Required Parties

  • Conduct Final File Audit 7 Days Prior to Closing to Ensure File is Complete

  • Set Up Closing Location/Time – Send Confirmation Email to Buyer/Seller

  • Confirm Walk-Thru Date/Time

  • Review Settlement Statement for Accuracy and have Agent Review for Approval

  • Collection of Required Closing Documents & Submission to Perspective Office

  • Thank You Emails Sent to All Parties on Behalf of the Agent

Wooden Home Framing
Signing a Contract
New Build, Compliance
New Build Closing - $300
 
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  • Preparation of Buyer Contracts & Disclosures

  • Coordinate & Manage all the Administrative Tasks of the Transaction

  • Collect all Needed Contact Information & Lender Pre-Approval Letter

  • Complete Contact Sheet in CTM

  • Download and Check Contracts/Disclosures for Accuracy, Signatures, & Dates

  • Send Intro Email to Client, New Construction Rep, Lender, & Title

  • Collection of Title Work – Send to Buyer

  • Collection of Earnest Money Receipt (if applicable) – Send to all Parties

  • Submission of Paperwork to Perspective Office

  • Constant Follow Up with Builder on Progress

  • Constant Follow Up with Lender – Appraisal is Ordered/In & Loan Status

  • Communication with Client Keeping Them Informed of Build Progress

  • CDA Preparation & Submission to Title

  • Conduct Final File Audit 7 Days Prior to Closing to Ensure File is Complete

  • Coordination of Builders Closing Date/Time with all Parties

  • Review of Settlement Statement for Accuracy and have Agent Review for Approval

  • Collection of Required Closing Documents & Submission to Perspective Office

  • Thank You Email’s Sent to all Parties on Behalf of the Agent

Compliance Only - $200
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  • Review of all Contracts & Disclosures for Accuracy, Signatures, & Dates.

  • Submission to Perspective Office & Follow Up

  • Collection & Submission of Additional Documents/Amendments Throughout Transaction

  • CDA Preparation & Submission to Title

  • Conduct Final File Audit 7 Days Prior to Closing to Ensure File is Complete

  • Collection of Required Closing Documents & Submission to Perspective Office

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