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TRANSACTION COORDINATION

We’ll handle the administrative tasks that accompany your real estate deals, with impeccable attention to detail and organization, making the process smooth for buyers and sellers.

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THE P.A.C.E RES TRANSACTION COORDINATOR PACKAGE INCLUDES: 

 

INTAKE TASKS

  • 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; introduce myself and request that all paperwork and communications related to the transaction flow through me.

  • Add all dates to your digital calendar.

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

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CONTRACT MANAGEMENT

  • Coordinate the timely satisfaction and removal of all contingencies and keep you informed of the progress, including ordering HOA/Condo Docs

  • Weekly lender check in and more frequently when necessary.

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

  • On-going system of record maintenance as documents are submitted, changes are made via amendment, and we work through the transaction process.

  • Send detailed email requesting home warranty selection and follow up until selection is made.

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PRE-CLOSING

  • 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.

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POST CLOSING

  • Obtain final signed closing disclosures and upload to your system of 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).

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

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