VBS Real Estate™

TRANSACTION COORDINATOR

We get it! The Real Estate Business can be fun up until the day-in and day-out tasks of managing your contracts.

• Title requesting documents for a closing while you are showing 4 homes.

• The follow-up you want to give your client but you are with another client for 2 hours.

• The tactful way you want to address an escalated situation but your phone is ringing off the hook?

VBS Real Estate™ handles it all!

Call us so we make your life easier! 

The VBS Real Estate™ Transaction Coordinator Package Includes: 

Intake Tasks

• Review the contract for completeness and pursue necessary parties for outstanding initials, signatures, and dates.

• Send the 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.

• Add all dates to your digital calendar.

• Establish a 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-in and more frequently when necessary.

• Coordinate inspections with you, the inspector, the Buyer, and the co-op.

• On-going system of record maintenance as documents are submitted, changes are made via amendment, and we work through the transaction process.

• For Buyers: Collect the 2nd Deposit check from the Buyer and forward it to the listing agent.

• For Sellers: order payoffs and tax, water & sewer certs.

• Send a detailed email requesting home warranty selection and follow up until selection is made.

Pre-Closing

• Provide clients with reminders to connect or disconnect all necessary utilities and to secure homeowner’s insurance.

• Verify loan commitment with the 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 them.

• Schedule the final walkthrough and closing with your clients, the title company, and you.

Post Closing

• Obtain final signed closing disclosures and upload them to your system or 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 them out to the demographic of your choice (postage paid separately).

• Add the client to your contact database with a new address and email to be added to your past client drip campaign.