Transaction Coordinator Responsibilities
Upon Receiving Executed Contract
- Send intro email to all parties involved and be sure everyone has all required documents.
- Track all critical dates and send reminders to all relevant parties.
- Make sure Option and Earnest Money have been delivered and receipted.
Inspections
- Confirm all inspections have been scheduled.
- Send reminders of critical date deadlines and send/confirm all repair amendments have been completed.
HOA
- Track HOA dates and confirm all HOA documents have been sent to all parties before critical date expires.
Financing
- Work with lenders to ensure appraisal has been ordered and received.
- Confirm all documents are complete by financing deadline and confirm CD is sent before closing.
- Send any pertinent amendments to lender.
Title Company
- Assist Title in getting all info from clients.
- Make sure survey has been received and/or ordered by survey date.
- Ensure home warranty is ordered and confirm buyers selection.
- Confirm or send Survey and T-47
Closing Process
- Schedule closing time between client and title company
- Upload all required documents for compliance.
- Approve CDA/DA and send to title company for your commission payment.
- Assist client with arranging utilities.
- Send client closing email with details of time and location for closing and all items needed.
- Arrange the exchange of keys and garage remotes.
Required from Agent
- Provide all required contract and amendment's when received.
- Attend home inspection and write up repair amendment.
- Maintain an open line of communication with your TC so we may better serve you.
- Attend final walk through and closing.
- CC your TC on all emails pertaining to the contract.
- Remove sign and lockbox
- GET PAID! We will handle the rest!