Simplifying and Streamlining the Transaction Process for California Real Estate Agents.
Bring your Real Estate Business to the next level.
Transaction Coordinator Service
With meticulous attention to detail and a commitment to excellence, we take care of the day to day so you don’t have to.
We understand how valuable your time is as a real estate agent in California so we designed our full Transaction Coordinator Service to help reduce the amount of time you spend on paperwork so you can focus your attention on your clients and your business. In addition, we help real estate agents in California who represent buyers with VA loans or FHA loans by working with the lender directly to ensure all requirements are met.
Take a look at how our full TC service works.
LISTING MANAGEMENT (WHEN YOU REPRESENT THE SELLER)
- Ensure all Listing Documents are collected and signed by all parties.
- Send disclosures to the seller to review and fill out before going into escrow.
- Order NHD Report
- Pre-opening escrow and ordering Prelim
- Review and submit for compliance approval
- Starting MLS Entry (submitting if requested)
- If Requested (ordering of sign up, Inspections)
CONTRACT / DISCLOSURES
- Review new contracts and check for missing signatures or missing forms needed based on the type of transaction.
- Review documents / Disclosures and send them to the clients via docusign
- Send open escrow email to all parties involved introducing all key players and providing timelines for key milestones.
- Order Home Warranty as applicable.
- Perform file audits to remind agents of missing forms.
ESCROW
- Make sure escrow provides wiring instructions to buyer for earnest money deposit.
- Confirm escrow has received the earnest money deposit within the timeframe listed on the contract.
- Confirm with escrow they have received back seller and buyer packages prior to the closing date.
- Confirm that escrow has ordered HOA documents, if applicable.
- Confirm Seller Vesting on Preliminary Title Report matches what it is on the contract.
- Confirm escrow is aware of any / all credits from the seller(s) and / or agents(s)
INSPECTIONS
- Request any inspection reports needed for the file such as home inspection and termite inspection.
- Request copies of reports from any other inspections that were completed and up as necessary.
BROKER / OFFICE REQUIREMENTS
- Ensure all documents are collected and signed by all parties.
- Create transaction in broker compliance system (portal)
- Upload all contract documents in broker compliance system.
- Complete all forms / documents required by brokers.
- Get commission instructions signed by broker.
FINANCE (as applicable)
- Verify lender received a copy of the contract.
- Ensure the appraisal has been ordered.
- Check in with the lender to confirm the property is on track for the scheduled close of escrow date.
We’ve worked with some of the best companies.
