Transaction Coordination

Online transaction management makes it easy for all parties to stay informed.

TRANSACTION COORDINATION involves attention to deadlines and due dates in taking a home through the process from For Sale to Sold.  Information on your Listing Agreements, Purchase and Sale Agreements, and all other documents has to be accurate and legible.  Names must be spelled correctly and completely.  The street address and tax parcel number must be filled in accurately to ensure that the title company is able to locate the correct legal description of the property being conveyed.  Contact information such as telephone numbers, email, and mailing addresses is also important.

The Purchase and Sale Agreement and Addenda list specific dates for performance for offer and acceptance, for contingencies such as financing and inspections, and dates for closing and possession.  These are vitally important dates.  I can help you keep tabs on the circulating paperwork and remind you of approaching due dates.

Yes, getting a property sold and title properly conveyed to the new owner involves a lot of work and attention to detail.  And at last, after the papers have been recorded, funds are disbursed and you receive your commission check!

What's next?  Another buyer looking for their dream home?  Preparing a market analysis for a potential new listing?  Where will this business come from?  Your sphere of influence, your contact database, your lead-generation plan -- that's where!

  Use RELAY ~ online transaction coordination management system or other program of your choice

  Review purchase contracts and related documents for completion and spelling errors

  Ensure that all of the documents are signed and initialed where necessary and keep tabs on the
    circulating paperwork

  Track specific dates and deadlines listed in the Purchase and Sale Agreement for inspections, financing,
    and closing/occupancy dates

  Remind Agent of approaching due dates

  Set and/or confirm appointments for inspections, appraisals, and repairs

  Obtain public information from government offices, title companies, and utility companies

  Maintain contact and follow up with parties to the transaction

  Ascertain that lender has appraisal, employment and income verification, tax return, completed work
    orders, and/or other pertinent documents necessary to process the loan

  Obtain status reports on loan approval/progress

  Follow up with Buyer about obtaining homeowners insurance

  Provide utility company information to Buyer

  Schedule final walk thru and make arrangements for transfer of keys, if requested

Imagine having a Real Estate Virtual Assistant to do all this for you!  Think of all the hours you could capture for revenue-generating activities.  All of the calm, clear-headed energy you could focus on your business.

Marketing Support

  Is your Top Producer database up to date?  Are your contacts assigned by type appropriately?  Do you
    have just one entry for each person?  Are you using your database to its full potential?  I can help you
    with that.

  Enter new leads in contact management database, assign contact
    type(s) and an action plan, and start drip email campaign

  Organize, update and maintain your contacts and leads database

  Implement systematic action plans for handling your leads and set up
    your drip marketing campaigns

  Deliver original and creative content via direct email marketing campaigns
    to targeted segments of your database

  "Just Listed" and "Just Sold" cards

  Reply to requests for listing information by emailing a property flyer or
    brochure prepared and written by Agent