Transaction Coordinator Services

  • Includes “contract-to-close”

  • Includes dual contracts

  • Includes file compliance

$350 per transaction

Your Transaction Coordinator will provide services from EXECUTED contract to closing.

SERVICES PROVIDED:

  • Review executed Sales Contract and related documentation for all necessary signatures/initials.

  • Will schedule the home inspection and termite/pest inspection ONLY. No other inspections will be scheduled by the TC. Due to a fine line in licensing law. So, please remember this.

  • Will schedule reinspection.

  • Add all contract deadlines to the broker (agent) calendar.

  • Send intro emails to all parties.

  • Send the executed contract to the client.

  • Send executed contract to all parties associated with the transaction, i.e., lender, closing attorney (title), other agent, etc.

  • Ensure the closing attorney receives the client's completed information sheet.

  • Send all invoices to the attorney’s (title) office.

  • Will request utilities and send them to the client.

  • Will order the home warranty – if applicable.

  • Will email the attorney a copy of the warranty invoice.

  • Ensure all parties are scheduled for closing with the attorney (title).

  • Weekly follow-up with the loan officer concerning appraisal has been ordered & received, and to confirm title has been ordered and received.

  • Follow up with the loan officer to confirm there is a clear to close.

  • Weekly follow-up with the attorney to confirm the attorney has what is needed & follow up to assure the client is on track to close.

  • Request required contract compliance documents throughout the transaction from all parties.

  • Upload all compliance documents to the agent’s CRM.

  • Send agent wiring instructions to attorney (title).

  • Request a preliminary HUD/CD from the attorney (title) for the agent to review, prior to closing.

  • Inform the agent and client once the transaction has closed.

  • Close the property in MLS.

  1. Will NOT negotiate, give advice, recommend, or do any tasks that require an active real estate license.

  2. The only tasks that will be performed by your TC during the inspection phase are:

    >>Schedule the home and pest/termite inspection.

    >>Gather all the inspection reports for you.

    >>Send repair invoices to the attorney/title.

    >>Schedule reinspection.

  3. Will NOT schedule a survey.

  4. Will NOT schedule final walk-through but will confirm with you, that you indeed have scheduled the final walk.

    >>We will inform the Listing Agent of the date/time of the final walk-through.

  5. Will NOT coordinate keys or garage openers for closings.

  6. Will NOT obtain or request any HOA documents, this includes CC&Rs.

PAYMENT:

  • §  Payment is not due until after you have closed.

  • §  Payment will go on the closing statement.

  • §  If the transaction falls through, no payment will be charged. Please keep us in mind for a future closing.

  • §  If payment is not received after 2 attempts, after you have been paid. Our services will stop.