Transaction Coordinating

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.

Coordinate the 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, as we work through the transaction process.

For buyers: Collect 2nd deposit check from buyer and forward to listing agent.

For sellers: order payoffs, tax, water & sewer certs.

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.

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.