Transaction Coordination

When a transaction is under contract I will: 

• Coordinate opening of the file with escrow and handle all documents securely.

• Introduction email will be sent providing a timeline of deadlines with a copy of the executed contract to co-op agent, buyer/seller - (Your client as appropriate) lender and title company.

• Ensure everything is fully executed with dates, initials, signatures, broker information is completed. 

• Submit all required contract documents to broker for compliance.

• Send/request disclosure packages and gather signatures if needed. 

• Ensure the lender, title company, and broker receive any amendments or changes to the contract. 

• Verify EM deposit and obtain receipt from escrow. 

• Verify inspection date and time. Ensure all parties have received reports to review. 

• Keeping in contact with the title company and lender throughout the transaction. Provide agent email updates on the status of the transaction keeping you informed. 

• Update deadlines due to any changes in the contract. 

• Collect HOA documents in accordance with deadlines and email to buyer agent (if on list side) or to buyer (if on buyer side) 

• Order Home Warranty per contract if needed. 

• Order HOA documents if needed. 

• Confirm inspection has been set up in accordance with offer deadline. 

• Monitor appraisal timeline and completion with the lender. 

• Coordinate and monitor buyers loan status with lender. 

• Ensure your buyer/seller is provided a copy of all documents. 

• Remind agent to draft Commission Disbursement. If TC is completing CD request, form MUST BE approved by agent before submitting to escrow and compliance.

• Upload all disclosures, documents, and reports into agent's online transaction management service as they are received or fully executed throughout the transaction. (if applicable) 

• Provide access to the transaction management service 24/7 to all parties to the transaction (if applicable) 

• Maintain constant contact with all parties involved for status updates as well as outstanding items. 

• Verify escrow has all required documentation. 

• Coordinate and confirm final walk-through. 

• Schedule signing appointment for client and agent if applicable. 

• Conduct a final audit of file 7 days prior to closing to ensure all documents are uploaded and the file is complete. 

• Confirm final recording and alert agents. 

• Upload Final HUD/ CD to online transaction management service for compliance 

This Service includes: 

All the above (Contract to Close transaction) PLUS: 

BUYERS SIDE: 

• Upload buyers rep agreement and all broker required forms for compliance. 

• Submit all executed contracts, counter-proposals, and amendment extensions (if applicable) to lender. 

• Remind buyer of the EM Deposit. 

• Upload all forms, amendments, and addendums for compliance. 

• Follow up on repairs and receipts from inspection 

• Coordinate Key transfer upon closing. 

SELLERS SIDE: 

• Upload Listing Agreement and all broker required forms for compliance. 

• Follow up on all signatures of all documents. 

• Upload all forms, amendments, and addendums for compliance. 

• Follow up on repairs and receipts. 

• MLS Data Input to pending inspection, pending, and closed. 

Agent Expectations 

Review preliminary title reports. Review escrow Instructions and settlement statements. Negotiate repairs and any changes to the contract. Advise the client of any contingency timeline removals (we will remind all parties of the dates and timeframes in the introductory email). If TC is drafting documents, the agent will review before being sent to client (if applicable). 

Fee Schedule 

• Listing or Buyer Side: $450.00
• Dual Transaction: $700.00

Paid at closing according to TC Support Service Agreement.

Special Project Work: $30 hr paid upon completion. 

Setup New Listing File 

• Complete listing file creation in agents preferred software.

• Add client to agents CRM database.

• Fill out listing documents and send to client along with any required disclosures for signatures.

• Order preliminary title.

• Add listing info into the MLS (agent fills out listing comments/description).

• Order for sale sign.

• Assign lockbox to MLS listing.

• Ask the seller to make copies of house keys for the lockbox.

• Schedule stager for consultation.

• Schedule photographer for photo shoot once house is staged.

• Input listing into the MLS incomplete

• Have listing agent edit or approve MLS input before going live

• Email seller copy of the listing

• Add required documents to the MLS listing such as legal description, disclosures, inspections.

• Add all listing documents, disclosures and any other required documents to broker’s online compliance management software ensuring file is complete. 

Fee Schedule:

$200

If you find yourself overwhelmed with gathering all the documents and disclosures for your broker’s compliance we can take care of that for you. We will collect all documents to the file from you. Review file for any missing forms and audit for accuracy & completeness ensuring all signatures & initials are in place. Submitting complete file to Broker Compliance Officer.

Fee Schedule:

$150

A Notary Public commissioned by the Secretary of State and Certified Loan Signing Agent requires precision, integrity and adherence to legal guidelines throughout the loan signing process. I play a crucial role in facilitating the finalization of real estate transactions by ensuring that all loan documents are accurately signed and notarized.  The primary responsibility is to ensure that all parties involved in the loan signing process understand and execute the necessary documents. My attention to detail, professionalism and knowledge of legal documentation will be essential in providing a seamless closing experience for your clients.

Notatry Loan Signing Performance

• Travel to borrowers' home or designated location to oversee the signing of loan documents.
• Verify the identity of signers and witness the signing of documents.
• Ensure that all signatures and dates are completed accurately and in compliance with legal requirements.
• Notarize the necessary documents as required by law.
• Review loan documents for completeness and accuracy.
• Confirm that all documents are signed in the correct locations as per lender instructions.
• Safely handle and return signed documents to the appropriate parties in a timely manner.
• Maintain confidentiality and security of sensitive information throughout the process.
• Stay updated on current notary laws and regulations to ensure compliance.