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Transaction Coordinators

Our fully trained Transaction Coordinators are ready to handle all the closing details while keeping you and your clients up to date every step of the way. 

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Simply notify your Transaction Coordinator of your NEW contract.  Your TC will complete each step of the closing process along side you!


Here are a few things we do:


  • Notify all parties that your Transaction Coordinator is the central point of contact for all details pertaining to the closing and that the Closing Specialist is representing you.


  • Send contract and disclosures to client, opposite agent, Lender, closing agency, title company, attorney.


  • Follow all performance deadlines of the contract to include earnest money/trust money, inspections, appraisal, completion of repairs.


  • Coordinate and schedule all inspections as needed.


  • Complete settlement company agent paperwork as requested.


  • Contact and stay in touch with the lender, settlement company, agents, and clients.


  • Ensure that all paperwork is completed in a timely manner, received by all parties that are applicable, and turn the sales file into your Broker for compliance. 


  • Order home warranty if applicable and forward confirmation to settlement company.

  • Send your client instructions on Utility Providers.


  • Schedule walk through and closing, and coordinate & notify all parties.


  • Closing checklist sent to client with directions to closing attorney office, client responsibilities and required items for the closing (including what utilities to have turned on and by when).


  • Obtain copy of preliminary settlement statement and forward to agent for review.


  • Send clients a digital record of all contracts and paperwork concerning their purchase/sale with the agent's contact information included.


  • Provide Agent with completed digital files for his records.


This is just a few of the tasks we do.  Our goal is to get the contract to the closing table.



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