TRANSACTION COORDINATION

With sharp attention to detail and seamless organization, we handle the admin work with precision - ensuring a smooth experience for both buyers and sellers.

Review the contract for completeness and pursue necessary parties for outstanding initials, signatures and dates.
Send agent an email outlining important dates and contact all parties involved in the transaction, including the lender, title company, client and co-op agent.
Introduce the virtual assistant and request that all paperwork and communications related to the transaction flow through your virtual assistant.
Add all dates to your digital calendar.
Establish file in your Broker system of record, upload documents, and contact information.

Coordinate the timely satisfaction and removal of all contingencies and keep you informed of the progress, including ordering HOA/Condo Docs.
Conduct weekly lender check ins, more frequently when necessary.
Coordinate inspections with you, the inspector, the Buyer and the co-op.
Provide on-going system of record maintenance as documents are submitted, changes are made via amendment, and we work through the transaction process.
For Buyers: Collect 2nd Deposit check from Buyer and forward to listing agent.
For Sellers: Order payoffs and tax, water & sewer certifications.
Send detailed email requesting home warranty selection, and follow up until selection is made

Provide clients with reminders to connect or disconnect all necessary utilities and to secure homeowner’s insurance.
Verify loan commitment with client’s lender, provide copies, and notify you of any problems in underwriting.
Order and review the title report. Notify you of any issues and help to resolve.
Schedule final walkthrough and closing with your clients, the title company and you.

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), with clickable links, prompting them to leave a review for you.
Design Just Sold postcards and send out to the demographic of your choice (printing/postage paid separately).
Add client to your contact database with new address and email to be added to your past client drip campaign.