What your Transaction Expert will do…

  • Review all contracts/disclosures/documents to make sure they are accurately and fully
    executed
  • Send introduction email to buyer/seller agent, title company, lender and your client(s)
  • Make sure all contracts, etc are delivered to the lender and title company
  • Make sure client schedules inspection right away, if applicable
  • Subsequently, make sure to follow up on any inspection repair needs and progress
  • Deliver HOA CCR’s to buyer’s agent if representing the seller
  • Deliver utility provider information to buyer or buyer’s agent
  • Make sure title commitment is received and work with client to satisfy any title
    requirements
  • Email out and make sure signatures are received on all Amendments, Addendums, etc
  • Keep agent updated on progress of loan applications, appraisal, conditions and clear to
    close
  • Order home warranty, if applicable
  • Coordinate with all parties to schedule on-site closing or schedule mobile closer
  • Send client email with important closing details
  • Review closing statements for accuracy and discuss any details with agent
  • Review all documents prior to closing to make sure everything meets compliance
  • Update agent’s CRM, if applicable
  • Submit closing documents for agency compliance
  • Prepare and email agent TC invoice with accompanying Venmo/Paypal payment request

Agent’s Responsibility…

  • Deliver all fully signed/accepted contracts to TC to start on-boarding process for transaction
  • Make sure TC has all contact information for client, co-op agent, lender, title, etc
  • Forward any emails when TC is not copied
  • Legally, agent must handle all negotiations. This includes Inspection Responses and any changes to contracts. (However, I can send out for signatures and make sure all deadlines, etc are met).
  • Agent attends closings
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