TRANSACTION COORDINATION

We’ll handle the administrative tasks that accompany your real estate deals, with impeccable attention to detail, organization and making the process smooth for buyers and sellers.

SOLIDIFIED ROCK TRANSACTION COORDINATION PACKAGE:

INTAKE TASKS

Send introduction email to title company, client, agents, and lender.
Review contract agreements for completeness, accuracy, and compliance.
Track all contractual deadlines and notify agent prior to said dates.
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.
Weekly lender check-ins and more frequently when necessary.
Coordinate inspections with you, the inspector, buyer, and the co-op agent.
On-going system of record maintenance as documents are submitted, changes are made via amendment, and throughout the transaction process.
Set up signing with the title company and align all parties’ availability.
Schedule signage installations and removal including photo session.
For Buyers: Ensure appraisals and inspections are ordered. Send reminders to buyers for additional earnest money deposits. Order any additional required inspections and/or certifications. Ensure Preliminary Title Report is received from the title company. Send detailed email requesting home warranty selection and follow up until selection is made.
For Sellers: Conduct compliance review of listing agreement and SRPD Update MLS listing, open escrow, Order payoffs, ensure HOA/Condo docs, all applicable disclosures. Email alerts to prepare and respond to repair requests. Send Zillow/Google review request to client on behalf of agent.

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 help to resolve.
Send out utility reminders to clients.
Prepare closing statement.
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.
Closeout of each system of record.
Provide a congratulatory letter to your buyer(s) or a thank you letter to your seller(s) prompting them to leave a review for you with clickable links.
Design Just Sold postcards and send out to the demographic of your choice (postage paid separately).
Add client to your contact database with new address and email to be added to your past client drip campaign.

Terms & Conditions