TRANSACTION COORDINATION

We manage the administrative details of your real estate transactions with care, organization, and attention to detail, helping keep the process smooth for buyers and sellers.

ROOTED TRANSACTION COORDINATION PACKAGE:

INTAKE TASKS

  • Review contracts for completeness and follow up with the appropriate parties to obtain missing initials, signatures, and dates

  • Send agent an email outlining important dates and contact all parties involved in the transaction including the lender, title company, client and co-op agent

  • Introduce myself and request that all paperwork and communications related to the transaction flow through me

  • Add all dates to your digital calendar

  • Establish file in your broker system of record, upload documents and contact information

CONTRACT MANAGEMENT

  • Coordinate the timely satisfaction and removal of all contingencies and keep you informed of the progress, including ordering HOA/condo docs

  • Check in with the lender weekly, with additional follow-ups as needed

  • Coordinate inspections with you, the inspector, the buyer, and the cooperating agent

  • Maintain the transaction file in your system of record as documents are submitted, amendments are made, and the transaction progresses

  • For buyers: Collect the second deposit check and forward it to the listing agent

  • For sellers: Order payoff statements and applicable tax, water, and sewer certificates

  • Send detailed email requesting home warranty selection and follow up until selection is made

PRE-CLOSING

  • Provide clients with reminders to connect or disconnect all necessary utilities and to secure homeowner’s insurance

  • Verify loan commitment with client’s lender, provide copies, and notify you of any problems in underwriting

  • Order and review the title report, notify you of any issues, and assist with resolution

  • Schedule final walkthrough and closing with your clients, the title company, and you

POST CLOSING

  • Obtain final signed closing disclosures and upload to your system of record

  • Send buyers a congratulatory letter--or sellers a thank-you letter--including links to make it easy for them to leave a review

  • Design Just Sold postcards and send out to the demographic of your choice (postage paid separately)

  • Add the client’s updated address and email to your contact database and enroll them in your past-client email campaign, as appropriate

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