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.ĭesign Just Sold postcards and send out to the demographic of your choice (postage paid separately).Īdd client to your contact database with new address and email to be added to your past client drip campaign. Obtain final signed closing disclosures and upload to your system or record. Schedule final walkthrough and closing with your clients, the title company and you. Notify you of any issues and help to resolve. Verify loan commitment with client’s lender, provide copies and notify you of any problems in underwriting. Provide clients with reminders to connect or disconnect all necessary utilities and to secure homeowner’s insurance. They strive to keep the process streamlined, organized, and (most of all) on-schedule to meet the Close of Escrow date. We all know the amount of paperwork that is required when making transactions. A transaction coordinator’s job is to focus on coordinating with all of the parties associated with their pending real estate transactions and, in some cases, setting up new listings. Send detailed email requesting home warranty selection and follow up until selection is made. Paperwork is not something entrepreneurs and business owners tend to enjoy. On-going system of record maintenance as documents are submitted, changes are made via amendment, and we work through the transaction process.įor Buyers: Collect 2nd Deposit check from Buyer and forward to listing agent.įor Sellers: order payoffs and tax, water & sewer certs. Weekly lender check in and more frequently when necessary.Ĭoordinate inspections with you, the inspector, the Buyer and the co-op. Transactly Coordinators (TC) will handle 90 of closing and non-revenue generating tasks involved in a real estate transaction. Send agent an email outlining important dates and contact all parties involved in the transaction including the lender, title company, client and co-op agent introduce myself and request that all paperwork and communications related to the transaction flow through me.Įstablish file in your Broker system of record, upload documents and contact information.Ĭoordinate the timely satisfaction and removal of all contingencies and keep you informed of the progress, including ordering HOA/Condo Doc’s A transaction coordinators job is to focus on coordinating with all of the parties associated with their pending real estate transactions and, in some cases. Review the contract for completeness and pursue necessary parties for outstanding initials, signatures and dates. Build a Team, Delegate Tasks, Monitor Results Remotely & Deliver Extraordinary Service to Clients by. The VBS Real Estate Transaction Coordinator Package Includes: Intake Tasks Virtual Transaction Coordinator for Real Estate Agents.
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