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Transaction Coordinator Tasks
This is a list of common tasks that I will complete for you.
Handle closing documents, securely
Keep everyone informed- Introduction email will be sent providing datelines and a copy of executed contract to Listing Agent, Buyers Agent, Buyer/Seller - (Your client as appropriate) Lender and Attorney
Ensure everything is fully executed with proper dates, initials, signatures, broker information is completed and reach out for corrections as necessary and monitor compliance with the contract
Submit all required under contract documents to compliance within 48 hours of execution
Send/request disclosures and gather signatures
Ensure the Lender, Attorney, and Broker receive any amendments or changes to the contract
Contact Closing Attorney for a copy of the EM check receipt and email receipt to co-op agent and include in compliance file
Keeping in contact with the closing attorney and lender throughout the transaction. Provide agent email updates on the status of the transaction
Update deadlines from amend-extends
Collect HOA documents in accordance with deadlines and email to buyer agent (if on list side) or to buyer (if on buyer side)
Order Home Warranty per contract
Coordinate and monitor status of buyers loan with Loan Officer
Confirm inspection has been set up in accordance with offer
Monitor appraisal timeline and completion with lender
Make sure all forms are complete for closing attorney
Check-in with the Lender regarding the appraisal and any work orders or appraised value issues
Ensure represented client is provided a copy of all documents
Upload all disclosures, documents, and reports into agents online transaction management service as they are received or fully executed throughout the transaction. (if applicable)
Provide access to transaction coordinator's transaction management service 24/7 to all parties to the transaction (if applicable)
This service includes all of the above (Contract to close Transaction) Plus:
Buyer Side:
Upload buyers Rep Agreement and all Broker required forms
Submit all executed contracts, counter-proposals, and amendment extensions (if applicable) to lender
Arrange EMO pick up/remind the buyer to wire as necessary
Upload all forms, amendments, and addendums for compliance
Follow up on repairs and receipts
Provide utility contact info and remind buyer to transfer utilities
Coordinate Key transfer
Coordinate Closing Gift per agent instructions. (if needed)
Seller Side:
Upload and Check Listing Agreement and all Broker required forms
Follow up signatures of all documents
Upload all forms, amendments, and addendums for compliance
Follow up on repairs and receipts
MLS Data Input to pending and closed
Coordinate Closing Gift per agent instructions. (if needed)
Transaction Coordinator Tasks
This is a list of common tasks that I will complete for you.
Handle closing documents, securely
Keep everyone informed- Introduction email will be sent providing datelines and a copy of executed contract to Listing Agent, Buyers Agent, Buyer/Seller - (Your client as appropriate) Lender and Attorney
Ensure everything is fully executed with proper dates, initials, signatures, broker information is completed and reach out for corrections as necessary and monitor compliance with the contract
Submit all required under contract documents to compliance within 48 hours of execution
Send/request disclosures and gather signatures
Ensure the Lender, Attorney, and Broker receive any amendments or changes to the contract
Contact Closing Attorney for a copy of the EM check receipt and email receipt to co-op agent and include in compliance file
Keeping in contact with the closing attorney and lender throughout the transaction. Provide agent email updates on the status of the transaction
Update deadlines from amend-extends
Collect HOA documents in accordance with deadlines and email to buyer agent (if on list side) or to buyer (if on buyer side)
Order Home Warranty per contract
Coordinate and monitor status of buyers loan with Loan Officer
Confirm inspection has been set up in accordance with offer
Monitor appraisal timeline and completion with lender
Make sure all forms are complete for closing attorney
Check-in with the Lender regarding the appraisal and any work orders or appraised value issues
Ensure represented client is provided a copy of all documents
Upload all disclosures, documents, and reports into agents online transaction management service as they are received or fully executed throughout the transaction. (if applicable)
Provide access to transaction coordinator's transaction management service 24/7 to all parties to the transaction (if applicable)
This service includes all of the above (Contract to close Transaction) Plus:
Buyer Side:
Upload buyers Rep Agreement and all Broker required forms
Submit all executed contracts, counter-proposals, and amendment extensions (if applicable) to lender
Arrange EMO pick up/remind the buyer to wire as necessary
Upload all forms, amendments, and addendums for compliance
Follow up on repairs and receipts
Provide utility contact info and remind buyer to transfer utilities
Coordinate Key transfer
Coordinate Closing Gift per agent instructions. (if needed)
Seller Side:
Upload and Check Listing Agreement and all Broker required forms
Follow up signatures of all documents
Upload all forms, amendments, and addendums for compliance
Follow up on repairs and receipts
MLS Data Input to pending and closed
Coordinate Closing Gift per agent instructions. (if needed)
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Kerry Hefner offers unparalleled customer service.
