Transaction Coordinator
Full Service List
$450

Contract to Close!  

The services listed below may not apply to all brokerages and customization is available.

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Upon Signing of Listing Agreement

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• Upload listing agreement and other listing documents into broker management system

• Contact escrow holder to obtain escrow number and preliminary title report.

• Order a Natural Hazard Disclosure Report (“NHD”) depending on the title company.

• Prepare a complete Seller Disclosure Package to include all required C.A.R. forms, required Broker forms and documents then deliver via email or DocuSign to the appropriate parties to the transaction. Give agent reminders or an online version of AVID mobile devices. (Depending on preference and market condition this may be completed at acceptance)

• Send email to seller introducing role as coordinator for agent including, required documents, escrow and Glide information w/ login information providing access to transaction management system.

• Follow up as necessary with agent to ensure that all required seller disclosures are completed.

• Monitor listing expiration date and follow up with agents prior to listing expiration.

Upon Acceptance of Purchase Offer

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• Review the Purchase Agreement, Counter Offers, and Amendments to ensure that each document is fully executed with proper dates, initials, signatures and broker information and upload into the broker’s web-based transaction management system.

• Contact all parties via email to introduce your role in the transaction as the agent’s personal coordinator.

• Provide a copy of the executed Purchase Agreement to all parties involved in the transaction, if necessary.

• Enter all contacts, appropriate dates and documents into our online transaction management system and provide appropriate parties with access.

• Provide a calendar of all contractual timelines to the listing agent and include all parties in the transaction with exception to clients.​

Throughout Escrow

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• Track escrow holder timelines for delivery of HOA documents and SOLAR documents (if applicable), etc.

• Provide timely written status updates to appropriate parties to ensure all parties are aware of performance deadlines and documentation issues during the escrow period.

• Prepare and deliver to the buyer’s agent a Buyer’s Package consisting of the Seller Disclosure Package (received from the listing agent) reports, booklets and any other Broker-required forms.

• Prepare and deliver to the buyer’s agent a complete Seller Disclosure Package and monitor the buyer’s agent to ensure that the disclosures are returned timely and are properly executed.

• Confirm that escrow receives the Home Warranty invoice and Broker demand.

• Upload all documents, disclosures and reports to the broker.

• Maintain necessary contact with all parties involved to report status updates as well as items needing attention or documents that are outstanding.

• Provide prompt response and signature retrieval for all time sensitive items.

• Electronically batch and submit required documents to broker’s escrow department or system for review in accordance with broker policy.

• Monitor escrow officers & lender to assist with all documentation requirements.

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Transaction Close​

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• File copy of closing documents and broker package, file documents.

• Assist broker’s escrow department to interpret any closing package discrepancies and update broker documents as necessary.

• Inform agents of any missing documents and record each request for documents not provided by the other side.

• Send the client a closing email with access to the filing system or send a complete file electronically.

• Prompt agent to file all emails and communications with client.

• Inform agent of check clearance if brokerage access is available. 

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