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TRANSACTION MANAGEMENT - FROM PRE-LIST TO SALE 

SERVICES INCLUDE

  • Serve as the primary POC for agents, title and lender.  Ensure everyone has documentation and updates throughout the transaction process. 
  • Ensuring brokerage compliance.  Following up with all involved parties to collect necessary documents.  Loading & submitting all forms for brokerage review.
  • Complete necessary process for submitting commission info and ensure the agent gets paid at closing! 
  • Scheduling and coordinating inspection times with all involved parties.
  • Add important dates to calendars, monitor all deadlines. 
  • Ensure that inspection agreement is properly completed by the Agent, follow up to ensure any requested work has been completed prior to closing.
  • Weekly check-in with lender, clients & sales agents to ensure transaction is on schedule.
  • Provide all necessary documentation to title company, coordinate closing docs & times with all involved parties.
  • Maintain an electronic tracking system for Agents to view the status of transactions.
  • Coordinate final walk-through, closing time and send reminder to transfer utilities.
  • Request & review closing statement in advance of closing.
  • Update contact management records for Agent. (Can request birthdays and other personal info from client)
  • Send review links at the end of the transaction
  • Multiple touches throughout the transaction to help nurture a positive relationship between the client and Agent, with the goal to build repeat clients and referrals! 
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  • Home
  • Services
    • TRANSACTION MANAGEMENT
    • LISTING MANAGEMENT
    • MARKETING MANAGEMENT
    • ADMIN/REAL ESTATE SYSTEMS TRAINING
    • A LA CARTE ADMIN SERVICES
  • About Admin Angels
  • Contact
    • RATES
  • Testimonials
  • Gallery