Transaction Services2018-11-12T04:42:24+00:00

Transaction Services

The transaction coordinator is the liaison between real estate agents, clients, escrow agents, title companies and mortgage brokers during the process of the real estate sale. As transaction coordinator, we are responsible for effectively managing the administrative tasks involved in closing the sale. We provide a consistent, quality-controlled system to ensure the smooth and efficient management of all relevant steps necessary to close your transaction. .

  • Contract Review
    Review all contracts to make sure everything is fully executed with signatures, initials, dates, buyer’s and seller’s information and broker information

  • Party Introductions
    Introduction emails are sent out to all parties (agents, title company, lenders, attorneys, etc.) that includes contact information and all important contingency dates of the contract

  • Agent Introductions
    Introduction to agents and explanation of the TC role and duties

  • Data Entry
    Enter all pertinent information into the paperless pipeline database for keeping track of all transactions and for agents to check on their transactions any time

  • HOA Approvals
    Request HOA contact information and forward to buyer’s agent to initiate approval process

  • Contingency & Inspections
    Follow all contingency dates throughout the contract – make sure EMD is at escrow location and escrow letter is sent out in a timely manner, inspections are scheduled and completed prior to expiration of due diligence period, appraisal is ordered and loan approval is received

  • Addendum Prep
    Prepare any addenda that may be needed – extensions, price reductions/credits, repairs etc

  • Lien & Title Search
    Ensure lien and title searches are sent to buyers within time frame

  • Communication Management
    Keep in constant contact with lenders, title companies, and agents to ensure a smooth transaction

  • Maintaining Paperless Communication
    Update paperless pipeline a minimum of once per week to keep agents in the loop

  • Final Walk Through
    Schedule final walk through ​

  • Closing Date Management
    Send agent email with reminder of closing date, location and time

  • Transaction Customization
    No transaction is ever the same therefore we will also customize each transaction for you with added tasks when needed Florida notary services available and mobile closing

  TRANSACTION SERVICES

  OFFICE HOURS

Monday – Friday 8:00 – 17:00
Saturday / Sunday by Appt

  1.805.709.2174

OR

Request A Free Quote

Would you like to add a temporary or permanent transaction coordinator to your staff? Consider our in-house transaction management services. We can have someone working in your office as a 1099 vendor.  No long-term commitments required.

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