Services

Transaction Coordination

Review the contract for completeness and pursue necessary parties for outstanding initials, signatures and dates.
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.
Make introductions and request that all paperwork and communications related to the transaction flow through the TC.
Add all dates to your digital calendar.
Establish file in your Broker system of record, upload documents and contact information.

Coordinate the timely satisfaction and removal of all contingencies and keep you informed of the progress, including ordering HOA/Condo Doc’s
Weekly lender check in and more frequently when necessary.
Coordinate inspections with you, the inspector, the Buyer and the co-operating agent.
On-going system of record maintenance as documents are submitted, changes are made via amendment, and we work through the transaction process.
Send weekly progress updates to the agent.
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 settlement with your clients, the title company and you.

Obtain final signed closing disclosures and upload to your system or record.
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.
Design Just Sold postcards and send out to the demographic of your choice (postage paid separately).
Make arrangements for closing gifts.