Transaction Coordinating

Precision When You Need It, Support Where You Want It.

Review contracts for completeness and follow up on missing initials, signatures, and dates.
Email agents with key dates and introduce myself to all parties (lender, title company, client, co-op agent) to coordinate paperwork and communication.
Add all important dates to your digital calendar.

Monitor and manage contingency removals, ensuring timely updates and coordination as needed.
Communicate regularly with the lender, schedule inspections, and coordinate with all relevant parties.
Maintain and update transaction records, processing changes and amendments throughout the process.
Facilitate key tasks for buyers and sellers, such as handling deposits, payoffs, and certifications.
Assist with home warranty selection and follow up to ensure completion.

Upload final closing documents to your system of record.
Send congratulatory or thank-you letters to clients, including links for leaving reviews.
Create and distribute “Just Sold” postcards.
Update your client database with new details for future follow-ups.