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Alan and Team,
Thank you for guiding us through this phase in our lives. We appreciate your expertise and diligence for this positive outcome. We're moving forward.
Again, thank you.

Don and Robin

Transaction Coordinating

Our cust is kingWhat does a Transaction Coordinator do? They make you money. To often we get caught up in the minutia of our files. While maintaining a proper file is crucial to your business, it can take you away from your prospecting time. If you are not prospecting then you are not growing. Let a Transaction Coordinator work on the file while you build the business. Be honest, isn’t building the business more fun than paperwork?



Our Cost:

$350 per side (Listing or Selling Side)

$550 for dual agency (Both Sides)


The TC will provide the following services:

• Forward sales contract to escrow holder, obtain escrow number, and open escrow for the Agent pertaining to the transaction as agreed.
• Set-up and organize the real estate transaction file as per Broker and states requirements.
• Monitor compliance with contractual, Broker and states requirements pertaining to the transaction.
• Review all documents/paperwork/agreements to ensure all signatures/initials/dates have been obtained and deadlines met as per the sales contract, including all addendum/supplemental agreements, etc.
• Set-up calendar reminders for contingency removals and escrow closing – adhering to, and keeping Agent informed of, all required deadlines pertaining to the transaction.
• Coordinate with agents to ensure inspections/investigations/clearances are completed pertaining to the transaction – e.g., Property (home inspection), Termite (structural pest control inspection), etc.
• Coordinate with agents to ensure preliminary title report is ordered/approved pertaining to the transaction.
• Coordinate with agents to ensure disclosure reports are ordered/approved pertaining to the transaction – e.g., Natural Hazards Zone Report, local disclosures, etc.
• Communicate with Agent regarding status of the transaction file.
• Communicate with Cooperating Broker/agent regarding the transaction requirements as needed.
• Interface with all related stakeholders as needed – e.g., Lender, Cooperating Broker/agent, Inspection Companies, Disclosure Reporting Companies, Escrow Holder, Title Insurer, etc.