Transaction Coordination Services

Hi there!  I am excited to offer transaction coordination services to you!  I will manage administrative tasks for your transaction so you can be out there working with your clients… When you are ready to work together, click here – you will first need to learn how to open a transaction file with me.

Some of the things I will do for you:

listing agreement or buyer agency agreement to under contract
-collect all agency documents
-verify agency documents are complete
-deliver documents to all parties
-upload documents to Homebase & DotLoop
-send reminder email to agent RE: MLS entry, lockbox, marketing materials (if listing)
-schedule photographer/stager/videographer/other services (if listing)
-order sign install (if listing)
-add open houses to MLS as applicable (if listing)

contract to close
-collect all transaction documents
-verify all transaction documents are complete
-deliver documents to all parties
-update status in the MLS (if listing)
-send reminder email to update sign rider to under contract (if listing)
-send reminder email to turn off lockbox (if listing)
-upload transaction documents to Homebase & DotLoop
-create a greensheet
-schedule settlement
-schedule inspections (if purchase)
-send weekly status update emails to agent, clients, and the co-broker agent
-verify completed inspections, contingencies, appraisal and loan
-verify settlement date, secure CD
-email CD to agent for verification prior to sending to client
-verify homeowner insurance & utilities (if purchase)
-send reminder email to agent & clients about settlement
-schedule sign removal (if listing) or verify sign removal (if purchase)
-send a reminder email to agent about lockbox removal & key retrieval
-send a congratulatory email to client after settlement
-send reminder email to agent (30 days past settlement) to check in with client
-Dec 30 email out CD to client for tax purposes

This is a basic list, we can customize as you need. For pricing and questions, please email me.  To get started, click here – you will need to open a transaction file with me.  I am looking forward to working with you!!