Transaction Coordinator

KNOW

What we do?

Contract Preparation

• We prepare contract documents like AOS, Consumer Notice, Residential LBP, Coop. Broker Agreement etc. for the properties.

• We send an email outlining important dates and contact all parties involved in the transaction including the lender, title company, client, and coop agent.

• We add all dates to the digital calendar.

• We keep files in the broker system of record, upload documents and contact information.

Email Communication

• We communicates with the agents on behalf of our clients to complete the transaction of the properties.

• We regularly check the emails for any update in the current transation.

Contract Management

• We keep you informed of the progress, including ordering HOA/Condo docs.

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

• We order payoffs and tax, water & sewer certificates.

Transaction Tracker

• We prepare the transaction tracker and keep the record of all transaction for future use.

• After closing of transaction, We change the status of our listing to close and keep the documents in a secure folder.

Order Certificates

• We order the certificates, required during the transaction like property sale certificate (U&O), payoff requests and other.

Have any questions?

If you have any questions about the transaction coordinator, feel free to contact me.