Transaction Coordinator Services

Welcome, and thank you for your interest in my Transaction Coordinator Services. Below you'll find a list of what you can expect from me, my expectations of you, and my prices.

I will work on the tasks we’ve agreed upon upfront. It’s the only way I can be highly efficient and keep my prices in check. If you require additional tasks done, this is to be added on the front end of the transaction and additional fees may be included and agreed upon by both parties.

When the Transaction is under contract I will:

Handle contract and closing documents, securely.
Ensure everything is fully executed with proper dates, initials, signatures, broker information is completed and reach out for corrections as necessary and monitor compliance with the contract.
Keep everyone informed- Introduction email will be sent providing datelines and a copy of executed contract to Listing Agent, Buyers Agent, Buyer/Seller - (Your client as appropriate) Lender and Title Company.
Submit all required under contract documents to compliance within 48 hours of execution.
Send/request disclosure packages and gather signatures.
Contact title company for a copy of the EM check receipt and email receipt to co-op agent and include in compliance file.
Confirm inspection has been set up in accordance with offer deadline.
Ensure the Lender, Title Company, and Broker receive any amendments or changes to the contract.
Keeping in contact with the title company and lender throughout the transaction. Provide agent email updates on the status of the transaction.
Update deadlines from amend-extends.
Collect HOA documents in accordance with deadlines and email to buyer agent (if on list side) or to buyer (if on buyer side).
Order Home Warranty per contract.
Coordinate and monitor status of buyer’s loan with Loan Officer.
Monitor appraisal timeline and completion with lender.
Remind agent to draft Commission Disbursement request. If TC is completing CDA request, form MUST BE approved by agent before submitting to escrow and compliance.
Check-in with the Lender regarding the appraisal and any work orders or appraised value issues.
Ensure represented client is provided a copy of all documents.
Upload all disclosures, documents, and reports into agent’s online transaction management service as they are received or fully executed throughout the transaction (if applicable).
Provide access to transaction coordinator's transaction management service 24/7 to all parties to the transaction (if applicable).
Maintain constant contact with all parties involved for status updates as well as outstanding items.
Coordinate and confirm final walk-through.
Schedule closing appointment for client and agent if applicable.
Confirm closing date and time has been set up with the seller, buyer, agent and co-op agent in a timely manner.
Confirm final recording and alert agents.
Conduct a final audit of file 7 days prior to closing to ensure all documents are uploaded and the file is complete.
Upload Final HUD/ CD to online transaction management service for agent compliance.

Buyer's Side Transaction Services:

Upload buyers Rep Agreement and all Broker required forms.
Submit all executed contracts, counterproposals, and amendment extensions (If applicable) to lender.
Acquire EM & Option Fee instructions/remind the buyer to wire as necessary.
Upload all forms, amendments, and addenda for compliance.
Follow up on repairs and receipts.
Provide utility contact info and remind buyer to transfer utilities.
Coordinate Key transfer.
Coordinate Closing Gift per agent instructions. (If needed).

Seller's Side Transaction Services: