Transaction Coordinating
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.
OUR TRANSACTION COORDINATION PACKAGES INCLUDE:
ANGELIC ASSISTANCE:
BASIC INTAKE TASKS AND CONTRACT MANAGEMENT
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Review the contract for completeness and pursue necessary parties for outstanding initials, signatures and dates.
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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.
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Add all dates to your digital calendar.
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Establish file in your Broker system of record, upload documents and contact information.
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Coordinate the timely satisfaction and removal of all contingencies and keep you informed of the progress, including ordering HOA/Condo Doc’s
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On-going system of record maintenance as documents are submitted, changes are made via amendment, and we work through the transaction process.
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Obtain final signed closing disclosures and upload to your system or record.
CELESTIAL CARE
ANGELIC ASSISTANCE WITH A DOSE OF CLIENT CARE
​Includes all the features of Angelic Assistance, plus...
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Customized Agent portal for real-time access to the transaction process, contacts involved, and any attachments related to the file.
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Verify loan commitment with client’s lender, provide copies and notify you of any problems in underwriting.
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Weekly lender check in - more frequently when necessary.
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Schedule and coordinate inspections with you, the inspector, the Buyer and the co-op.
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For Sellers: order payoffs and tax, water & sewer certs.
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Send detailed email requesting home warranty selection and follow up until selection is made.
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Collect paid invoices and evidence of repairs.
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Order and review the title report. Notify you of any issues and help to resolve.
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Schedule final walkthrough and closing with your clients, the title company and you.
DIVINE SUPPORT
CELESTIAL CARE WITH ELEVATED SUPPORT
​​Includes all the features of Celestial Care, plus...
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Customized Agent AND Buyer/Seller portal for real-time access to the transaction process, contacts involved, and any attachments related to the file.
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Provide clients with Prepare for Closing instructions; reminders to connect or disconnect all necessary utilities and to secure homeowner’s insurance, etc.
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Provide utility connection contacts and other relevant information to aid in buyer’s move-in.
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Provide two branded social media graphics: Under Contract and Just Sold
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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.
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Design Just Sold postcards and send out to the demographic of your choice (postage paid separately).
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Add client to your contact database with new address and email to be added to your past client drip campaign
