TRANSACTION COORDINATION

We manage the administrative side of your real estate deals with precision, organization, and a commitment to a smooth process for both buyers and sellers.

Review the contract for completeness; follow-up on any missing initials, signatures, or dates.
Email the agent with key dates and introduce myself to all parties involved (lender, title company, client, and co-op agent). Request that all paperwork and communications be directed to me.
Add all critical dates to your digital calendar.
Create a file in your broker’s system of record; upload all relevant documents and contact information.

Ensure all contingencies are met and removed on time, including ordering HOA/Condo documents, and keep you informed throughout.
Check in with the lender weekly, or more frequently if needed, to track progress.
Follow up with the title company weekly, or as often as necessary, to ensure everything stays on track.
Coordinate inspections with you, the buyer, inspector, and co-op agent to keep everyone aligned.
Continuously update records as documents are submitted, changes are made, and the transaction moves forward.
Send a home warranty selection email (if applicable) and follow-up until confirmation is received.

Remind clients to connect/disconnect utilities and secure homeowner’s insurance.
Confirm loan commitment with the client’s lender, provide copies, and notify you of any underwriting issues.
Order and review the title report (if applicable), alerting you to any issues and assisting with resolution.
Schedule the final walkthrough and closing with your clients and the title company.

Obtain final signed Closing Disclosures and upload them to your broker’s system of record.
Send a congratulatory letter to buyers, or a thank you letter to sellers, with clickable links to leave a review.
Design and mail Just Sold postcards to your chosen demographic (postage billed separately).
Add the client to your contact database with their new address and email for inclusion in your past client drip campaign.