TRANSACTION COORDINATION

We’ll handle the administrative tasks that accompany your real estate deals with impeccable attention to detail, organization, and a focus on making the process smooth for both buyers and sellers.

ROSIE'S REAL ESTATE SOLUTIONS

TRANSACTION COORDINATION PACKAGE INCLUDES:

INTAKE TASKS

Review the contract to ensure it is complete, and follow-up for any missing initials, signatures, or dates.
Email the agent with key dates and introduce myself to everyone involved in the transaction (lender, title company, client, and co-op agent). Request that all paperwork and communications flow through me.
Add all important dates to your digital calendar.
Establish file in your Broker's System of Record, upload documents and contact information.

CONTRACT MANAGEMENT

Ensure all contingencies are met and removed on time, keeping you updated, including ordering HOA/Condo documents.
Check in with the Lender weekly, or more often if needed.
Check in with Title weekly, or more often if needed.
Coordinate inspections with you, the inspector, the Buyer, and the co-op agent.
Continuously update records, as documents are submitted, changes are made, and the transaction progresses.
Send an email for home warranty selection and follow up until it is confirmed (if applicable).

PRE-CLOSING

Remind clients to connect or disconnect utilities and obtain homeowner’s insurance.
Confirm loan commitment with the client’s lender, provide copies, and alert you to any underwriting issues.
Order and review the title report (if needed) and inform you of any problems, assisting in resolving them.
Schedule the final walkthrough and closing with your clients and the title company.

POST-CLOSING

Obtain final signed closing disclosures and upload to your system of record.
Provide a congratulatory letter to your buyer(s) or a thank you letter to your seller(s) prompting them to leave a review for you with clickable links.
Design Just Sold postcards and send out to the demographic of your choice (postage paid separately).
Add client to your contact database, with new address and email to be added to your past client drip campaign.

Pricing

Single-Sided Contract: $350

Double-Sided Contract: $600