What we do as a Transaction Coordinator

Review Listing Agreement for all signatures

Obtain all disclosured needed for listing

MLS Data entry

Upload photos & disclosures to MLS

Set up Showingtime preference

Listing Introduction to Seller

Thoroughly Review the Contract and deadlines.

Send contract and attachments to all appropriate parties.

Send out introduction email and open escrow.

Correct any errors on the contract.

Obtain Escrow Receipt and submit file for compliance.

Confirm Inspection access and provide to inspectors

Send client day before reminder email of inspection and deadlines

Follow up on repairs for receipts and/or photos.

Assist Buyers with obtaining Insurance Quotes, upon request

Introduce Title and Lender

Confirm buyer has signed the initial loan application/disclosure.

After Inspection, Request lender to order appraisal.

Follow up with Listing Agent on Appraisal Inspection Appointment

Obtain loan status throughout the transaction.

Deadline reminder emails.

Remind Lenders and buyers of Loan approval deadline

Assist with Binding Insurance

Request and obtain Association Documents and Provide documents to buyers or buyer's agent.

Confirm with HOA/Buyer/Buyer's agent on Application Submission.

Follow up/confirm on Approval

Verify Prior Survey and/or owners title policy

Request Title Commitment Prior to Deadline.

Request for a copy of lien/permit search report and Estoppel.

Confirm survey has been ordered and will come back before closing.

Provide/Obtain Utilities for buyers.

Schedule Final Walkthrough and Closing.

Request all keys/garage door opener/passes

Review Settlement Statement and Approval from Agent.

Confirm/Provide that Title received CDA.

Follow up on CD per TRID Guidelines

Follow up on Cleared to Close status from all parties.

Final housekeeping with all parties

Congratulations email to all parties

Final Compliance.

Client after closing email.