Transaction Coordination

​A licensed real estate agent will:​

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• Check contracts for errors and missing documents

• Ensure sure everything is signed and initialed as required

• Send an introduction email with a contract summary and important dates to the title company, lender and agents

• Send an introduction email to client with contract summary and important dates

• Ensure earnest money and option fees are delivered and receipted

• Send option checklist and email with helpful websites to buyer clients

• Update MLS status for listings throughout the transaction

• Add the transaction to your broker compliance site

• Update your broker and agent file statuses throughout the transaction

• Put important dates on the calendar

• Upload the contract documents to your broker and agent files

• Send weekly update emails to you and  your clients

• Reach out to the lender for updates

• Send options for home warranty service buyer clients

• Submit documents for review to your brokerage

• Ensure the following have been ordered and delivered to all parties as needed: disclosures, survey, T47, HOA documents, appraisal, home warranty

• Submit funding request for DA

• Verify all repairs have been completed and collect invoices

• Email repair receipts to buyer or buyer's agent

• Send DA to agent for review

• Schedule the buyer walk through

• Upload and submit the signed Settlement Statement and Walk-Through to your brokerage

• Change MLS Status to sold for  your listings

• Verify the listing is marked as SOLD with buyer agent's name for buyers

• Send thank you email to client with checklist of transaction steps completed

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PLUS More Not Listed!