Services

AS LICENSED REAL ESTATE BROKERS WE ARE ABLE TO GO A STEP ABOVE!

**Many Transaction Coordinators / Virtual Assistants are limited in the services they are able to provide. As licensed Brokers we are allowed to go beyond the 'clerical'. We have access to MO Real Estate Forms and the ability to generate amendments and other related documents (at your direction, of course) and much more!!!

Transaction Coordination Services Overview

Open Escrow
Schedule and Coordinate - From inspections and appraisals to closing, the Transaction Coordinator schedules appointments with all of the parties to make sure the right people get to the right place at the right time. This gets the agent off the phone and back to showing properties.
E-Sign, Review and Submit (repeat) - A Transaction Coordinator handles sending the documents, reviewing the documents for accuracy and making sure the docs get where they need to be.
Track Deadlines - Deadlines Make and Break Deals. A Transaction Coordinator Tracks Every Deadline to Make sure every 't' is crossed and every 'i' dotted from escrow until the closing is official.

Buyer: Under Contract to Close

Collect All Executed Documents
Obtain Lender, Title Company and Cooperating Agent Information
Send Intro Email to All Involved Parties with Final Executed Contracts (lender, title, agent, client, agent's office)
Review Contract, Counters and Any Amendments
Ensure Every Document if Fully Executed and Compliant with the Property Initials, Signatures and Dates (Send Documents to Client for Additional Initials and Signatures if Needed)
Ensure Proper Disclosures are Executed
Ensure Client Provided with Copies of All Signed Documents
Draft and Send Out All Contractual Timeframes and Contingencies and Follow up with the Removal of Each one
Make Sure Events or Deadlines are Calendared and Communicated to Agent
Generate Transmittal
Send Executed Package to Lender
Send Executed Package to Title Company to open escrow
Ensure Title Company is in receipt of Earnest Money, Invoices, Commission Instructions, Other Necessary Documents
Obtain Signed Earnest Money Receipt
Verify The Appraisal has Been Ordered Follow Up On Results
Order Survey (if applicable)
Order Home Warranty (if applicable) and Send Warranty Information To Listing Agent / Title Company
Follow Up on Loan Status/Commitment
Keep Agent Informed of all Communication with his/her Client and Provide Status Updates
Coordinate with buyer to schedule inspections within contractual deadlines & Coordinate appointments with seller
Forward Inspection Reports and Clearances if Applicable
Tracking and Certification of Repairs and Receipts
Follow up on Removal of All Contingencies
Maintain Contact with All Parties Involved for Status Updates or Outstanding Items
Send Invoices to Title Company
Schedule/Coordinate Closing
Schedule final Walk-Through
Confirm Where Keys are
Provide Buyer with Utility Transfer Information
Obtain Copy of Closing Disclosure (CD) for Client and Agent Review
Convey all final closing instructions to Buyer and Agent
Generate Amendment(s) on behalf of Agent and send for Buyer/Seller Signatures (at Agent direction)

Agent Responsibilities:

Confirm Transmittal/Commission Disbursement Instruction
Negotiate Inspections (We will follow up and generate any contract changes from the inspection resolution)

Seller: Listing Under Contract to Close

Collect All Executed Contracts
Obtain Title Company and Cooperating Agent Information
Send Introductory Email to All Involved Parties with the Fully Executed Contracts (lender, title, agent, client, agent's office)
Review Contract, Counters and Any Amendments
Ensure Every Document is Fully Executed and Compliant with the Proper Initials, Signatures and Dates (Send Documents to Client for additional initials and signatures if needed)
Ensure Proper Disclosures are Executed
Ensure Client Provided with Copies of All Signed Documents
Draft and Send Out Contractual Timeframes and Contingencies and Follow up with the Removal of Each One
Make Sure Events or Deadlines are Calendared and Communicated to Agent
Generate Transmittal
Send Executed Package to Title Company to open Escrow
Ensure Title Company is in receipt of Earnest Money, Invoices, Commission Instructions, Other Necessary Documents
Order Survey (if applicable)
Order Home Warranty (if applicable) and Send Warranty Information To Buyers Agent / Title Company
Follow Up on Appraisal and Loan Status/Commitment
Keep Agent Informed of all Communication with his/her Client and Provide Status Updates
Coordinate and Direct Seller for Required Inspections (such as occupancy)
Forward Inspection Reports and Clearances (if needed)
Tracking and Certification of Repairs and Receipts
Follow up on Removal of All Contingencies
Maintain Contact with All Parties Involved for Status Updates or Outstanding Items
Send Invoices to Title Company
Schedule/Coordinate Closing
Coordinate Buyers Final Walk-Through Time with Seller
Confirm Where Keys Are
Obtain Copy of Closing Disclosure (CD) for Client and Agent Review
Convey all final closing instructions to Seller and Agent
Generate Amendment(s) on behalf of agent and send for Seller/Buyer Signatures (at agent direction)

Agent Reponsibilities:

Confirm Transmittal/Commission Disbursement Instruction
Negotiate Inspections (We will follow up and generate any contract changes from the inspection resolution).

Dual Agency - Buyer & Seller Representation

Execute Both Buyer and Seller Tasks as stated above