Let our Transaction Coordinator take care of the time-consuming paperwork, while you focus on growing your business

Transaction Coordinator Services Include:

  • Open escrow with an escrow officer

  • We review your contract, establish contingency deadlines, prepare all necessary disclosures.

  • Start a new broker file with your office

  • Collaborate with all parties on the estimated close timeline and status of the file (weekly)

  • Order Preliminary Title Report (if needed)

  • Order NHD Report and distribute for review and approval

  • Work directly with escrow, provide all requested items

  • Maintain weekly contact with all parties involved

  • Order Home Warranty per the purchase contract

  • Help set up and coordinate inspections if needed (termite, retrofit, physical inspection)

  • Perform a file audit one week before the close of escrow & obtain any missing items/signatures

  • Communicate with the cooperating agent & provide documents per their request

  • Provide agents office with a complete file and receive the broker’s final approval

  • Request testimonials and reviews from clients on the agent review site


Compliance Coordinator

We review your contract and double-check all files for compliance. Our team will follow up with the agent for missing paperwork, signatures, initials, and files., and prepare all necessary disclosures.

Newsletter/Blog Coordinator

Assist in the coordination of a bi-monthly newsletter with relevant content and links. Craft targeted messages to appropriate segments, i.e., buyers, sellers, and investors. Work with the social media coordinators and the newsletter manager to promote the newsletter.

Social Media Management

Establish your real estate agent's online presence with videos, photos, infographics, or text posts on social media platforms. We will engage with potential clients, and follow some of the latest social media trends.

Real Estate Agent Responsibilities for TC Services

Include Transaction Coordinator in all email correspondence.

Agent to provide any LOCAL or County Specific required disclosures where the transaction takes place.

Provide a copy of all the disclosures, documents, and reports.

Attend the inspections and final walkthrough

Negotiate repairs or any changes to the contract

Complete AVID - Agent Visual Inspection.

Complete the (VP) Final Verification of Property Inspection

We’ll help you stay on top of the transaction deadlines so you can do more with your time.

Questions before getting started? Get in touch.