Transaction Coordinating

Review the contract for completeness and obtain outstanding initials, signatures and dates.

Send email outlining important dates and contact all parties involved in the transaction including the lender, title company, client and co-op agent; your coordinator will introduce themselves and request that all paperwork and communications related to the transaction flow through them.

Add all dates to your digital calendar.

Establish file in your Broker system of record, upload documents and contact information.

Follow-up with Title to ensure the timely satisfaction and removal of all contingencies and keep you informed of the progress.

Weekly lender check in and more frequently when necessary.

Coordinate inspections with you, the inspector, the Buyer and the co-op agent.

On-going system of record maintenance as documents are submitted, make necessary changes to the contract via an amendment, and work through the transaction process.

If applicable, send detailed email requesting home warranty selection and follow up until selection is made.

Provide clients with reminders to connect or disconnect all necessary utilities and to secure homeowner’s insurance.

Verify loan commitment with client’s lender, provide copies and notify you of any problems in underwriting.

Order and review the title report. Notify you of any issues and help to resolve.

Schedule final walkthrough and closing with your clients, the title company and you.

Obtain final signed closing disclosures and upload to your Broker system of record.

Provide a congratulatory and thank you letter to your buyer(s) or your seller(s) prompting them to leave a review for you with clickable links.

Design Just Sold postcards and send out to the demographic of your choice (postage paid separately).

Add client to your contact database with new address and email to be added to your past client drip campaign.