TRANSACTION COORDINATION
We handle the administrative tasks of your real estate deals with impeccable attention to detail and organization, ensuring a smooth process for all parties involved.
THE EASEPRO VIRTUAL SOLUTIONS TRANSACTION COORDINATOR PACKAGE INCLUDES:
INTAKE TASKS
-
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 myself and request that all paperwork and communications related to the transaction flow through me.
-
Add all dates to your digital calendar.
-
Establish file in your Broker system of record, upload documents and contact information.
CONTRACT MANAGEMENT
-
Coordinate the timely satisfaction and removal of all contingencies and keep you informed of the progress, including ordering HOA/Condo Doc’s
-
Weekly lender check in and more frequently when necessary.
-
Coordinate inspections with you, the inspector, the Buyer and the co-op.
-
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 certs.
-
Send detailed email requesting home warranty selection and follow up until selection is made.
PRE-CLOSING
-
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.
POST CLOSING
-
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) prompting them to leave a review for you with clickable links.
-
Design Just Sold postcards and send out to the demographic of your choice (postage paid separately).
-
Add client to your contact database with new address and email to be added to your past client drip campaign.