Kerry Hefner Real Estate Services - Transaction Coordinator
  • Home
  • Services
  • About
  • Contact

Services

Free Yourself and Use YOUR Time to Make YOU More Money!
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)​

Picture




THE Best Service


Picture
Kerry Hefner offers unparalleled customer service.

​
​
Powered by Create your own unique website with customizable templates.
Photos from Ivan Radic, shixart1985
  • Home
  • Services
  • About
  • Contact