Transaction Coordinator Services
Our Real Estate Transaction Related Services
We offer comprehensive transaction coordination services, including contract management, document tracking, inspection scheduling, and closing coordination. Let us handle the paperwork while you focus on your clients.
Contract Review
- Thoroughly Review Purchase and Sales Agreement
- Ensure Receipt of Earnest Money Deposited and circulate receipts as needed to all parties
- Send emails to buyer and seller with timeline of overall process
Inspection & Appraisal
- Ensure all inspections are completed before the deadline on binding contract
- Order, schedule and follow up on completions
- Create any amendments related to inspection items as needed
- Follow up with required repairs including receipts before closing
Title Company Coordination
- Ensure the title company has everything they need throughout the transaction
- Follow up periodically to ensure the transaction is moving forward in a timely manner
- Ensure loan payoffs and title are on track
- Request any extensions or paperwork as needed
- Connect multiple title companies when the transaction is contingent on other sales
Contingency Tracking
- Track Contract Deadlines – Monitor key dates like inspection, appraisal, loan approval, and closing to ensure timely completion.
- Inspection Coordination – Confirm that inspections (home, pest, etc.) are scheduled and completed within the contingency period.
- Appraisal Follow-Up – Ensure the appraisal is ordered, completed, and reviewed before the deadline.
- Loan Contingency Monitoring – Communicate with lenders to verify loan approval is progressing on schedule.
- Document Management – Collect and organize all contingency-related documents (reports, addenda, approvals).
- Alert & Reminder System – Send reminders to agents and clients about upcoming or expiring contingencies.
- Status Updates – Provide regular updates to all parties regarding contingency completions or issues.
Loan & Finance Coordination
- Confirm buyer completes loan application
- Confirm ordering, scheduling and completion of appraisal
- Follow up with lender on status of appraisal and overall progress of loan
- Confirm loan approval is on track
- Confirm Clear to Close and review closing disclosure/ALTA along with Agent approval
Closing Coordination
- Ensure title company has the compensation agreement prior to close
- Send a final closing update to the seller/buyer
- Order home warranty (if applicable)
- Ensure buyers have received utility info to set up prior to closing
Notary Public
- Certified notary public services for real estate and legal documents
📋 Real Estate Transaction Workflow (Click to Expand/Collapse)
Step 1: MLS Listing Setup
- Receive property information from agent
- Input listing into MLS system
- Publish listing and attach required documents
Step 2: Marketing & Listing Support
- Create marketing flyers and social posts
- Track listing updates and showing feedback
Step 3: Offer Received
- Log buyer information and offer terms
- Confirm contract is fully executed
- Update transaction file
Step 4: Transaction File Creation
- Enter buyer/seller details, title/lender info
- Create timeline for inspections and contingencies
Step 5: Manage the Deal
- Track deadlines (inspection, appraisal, financing)
- Coordinate with all parties
- Schedule inspections and follow up
Step 6: Submit for Closing
- Submit documents to attorney/title company
- Verify all signatures and info are complete
- Confirm closing date and walkthrough
Step 7: Final Close & Archive
- Confirm funding and successful close
- Archive transaction and request reviews
- Notify agent and mark file as complete