What We Do: Transaction Coordinator

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 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 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 Doc’s

  • 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 2nd Deposit check from Buyer and forward to listing agent.

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

  • Send 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 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.

  • 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 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 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. 


Be Inspired, Not Intimidated

Most people often assume that the road to success is a simple and straightforward one. The reality is that it almost always involves periods of uncertainty and challenges that will test us. For us to successfully navigate through this tricky terrain, it is critically important to learn how to manage feelings of any self-doubt and insecurities that may crop up along the way.

Too often, we allow the voices of our insecurities to prevent us from moving forward in our dreams because we are afraid of failing. We measure our performance with a yardstick that measures our worth based on our popularity and financial gain.

The truth is that if you want to stand out of the herd, you need a strong foundation of self confidence which necessitates the need to keep your insecurities and feelings of inadequacies in check.

Here is a 4 step process to help manage your internal terrain while working towards a goal:

  1. Clarify your intention: Ask yourself, “What is my message? What is my intention in sharing my skills/product/talent? What outcome do I really want to achieve? Who do I want to become in the process? Why is this important to me?”

  2. Learn from success: Instead of letting others’ success intimidate you, let it become a source of inspiration and learning. Ask yourself, “Who are the most successful people in my field? What can I learn from them? What were the steps that they took to become a success? Which steps can I replicate in own my journey?”

  3. Do a SWOT analysis: This is one of the best frameworks to use when it comes to analyzing yourself and trying to find a way to differentiate yourself from your competitors.

  4. Manage your gremlins during the process: There may be times when you will feel your insecurities crop up. During these times, it is helpful to engage in “motivation-boosting rituals” such as glancing at your Dream Board, using visualization techniques, repeating affirmations that inspire you, and listening to motivational music.

In this way, you can stay objective while you create your action plan. The key is to not let your insecurities, often triggered by others’ success, fog your mind and prevent you from seeing your potential for your own unique path.

If you stay strong and focus on the big picture, you will gradually reach your desired destination, and along the way, you will realize that the real pot of gold lies behind the rainbow of love, self-expression, and contribution.

Source

Iron Sharpens Iron

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“Iron sharpens iron, and one man sharpens another.”

-Proverbs 27:17


IDEA Masters was created for individuals to share and network amongst like minded professionals that are constantly- Influencing, Driving, Envisioning, and Achieving in their day to day environments.

Just a select few from our Mastermind group! From business developers, to business owners, to commercial investors, and realtors! Always sharpening the saw to better serve our clients!

Our CEO Meets Up with VA, Jeani Codrey!

When Jeani Codrey came through the DFW area, she couldn’t pass up the opportunity to catch up with her boss, Tiffany Haynes! Jeani is one of our newest VA’s and she is doing an amazing job! She handles everything from social media to e-marketing and transaction coordinating. Learn more about Jeani below:


Jeani has an extensive background in the real estate industry. She worked her way through college by managing rental properties and flipping houses with her mom. Jeani has an Associates Degree in graphic design and copywriting. After graduation, she started a small graphic design firm designing websites and advertising for real estate agents. Her mom wanted to build a real estate team and asked Jeani to get her Texas real estate license and come to work for her exclusively. Together they formed The PRO Team. They were the number one team in their office, brokerage firm of 5 offices and in their marketplace. The team eventually opened their own office where Jeani served as managing broker. During that time Jeani earned 9 real estate designations, her Texas brokers license and became a TREC licensed instructor. She is the creator of ten courses and training programs and serves on the faculty of the REALTOR® Academy at San Antonio Board of REALTORS®.  Jeani believes in servant leadership and giving back as evidenced by her industry service record, being awarded REALTOR® of the Year in 2005 and earning a seat in the esteemed Texas REALTORS® Leadership Program.

Jeani left real estate for a couple of years to take care of her business partner/beloved mom as her health failed and she ultimately passed. She made her return to real estate at the urging of her son who told her "Real estate is in your genes, it's time to go back!" Jeani returned as office manager of a real estate firm in San Antonio where she worked until April 2018.

Why Virtual Assistant? On November 26, 2016, Jeani survived cardiac arrest and a massive heart attack at age 50. The events of that terrifying day forever changed the perspective of she, her family, and friends. A decision was made that day to change the course of life. Jeani and her husband Jerry decided to sell their home, buy an RV and travel the country full-time and the role of real estate virtual assistant was the perfect fit. She is dedicated to using her experience to help the agents she supports grow their business.

Happy Veterans Day

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The brave souls are gone, but they can never be forgotten. On Veterans Day, let’s remember and salute their courage. Liberty comes at a price and the men and women who serve our country are willing to pay that price for our freedom and for peace. Today, we thank you, we salute you, we honor you Veterans.

Happy Veterans Day to all the men & women who have risked their lives so that we could enjoy the freedom of living in this country! Your sacrifice does not go unnoticed. You are heroes and worthy of honor, today and everyday!

A special thank you and recognition to some of our VBSRE family members who served. From the top: Brock Ruebel and Seth Capehart, Tristan Skiles’ brothers who served in the U.S. Navy; our very own Brittnye Stroup who served in the U.S. Air Force; Kevin Zimmerman, Tiffany Haynes’ father who served in the U.S. Army; Ryan Von Moll, Sarah Von Moll’s husband, who served in the U.S. Army; and James Aubrey Melvin, Angela Williams’ grandfather who served in the U.S. Navy.

What We Can Do For You: An Overview Of VBSRE!

From just listed to sold and everything in-between, VBS Real Estate can handle it all! Our Real Estate Virtual Assistants work hard to make your business run smoothly so you can worry less and live more! We handle everything from intake of the contracts to managing listings to promoting on social media and sending out monthly e-blasts to bookkeeping and to infinity and beyond! Ok, maybe not that last part - but we do our best to meet all our clients needs and we will go above and beyond to exceed your expectations.

Take a closer look at each area of expertise and make sure you jump at the opportunity to join us during our next open enrollment!


TRANSACTION COORDINATOR

From the moment of executed contract, we handle all aspects of your transaction. Ensuring escrow has all needed items, lender follow-ups, gathering documentation for contingencies, call to clients, documentation review and your internal reporting will be handled with the ultimate care that only VBSRE can provide.

CHECK OUT THE VBS REAL ESTATE TRANSACTION COORDINATOR PACKAGE


LISTING MANAGEMENT

New listings are handled from entering into MLS, One Page flyer, Sellers Handbook, posting to social media platforms, sending out eblasts, Just Listed postcards, and enhancing the listing on all property listing sites. All the agent needs to do is prepare for contract negotiations!

CHECK OUT THE VBS REAL ESTATE LISTING MANAGEMENT PACKAGE


MARKETING

Among the hectic life of a successful agent, there is little time to manage the marketing side of your business. Connect to new clients and stay connected with past clients to ensure referrals still come your way. Find out how we can put into place one off projects or re-occurring campaigns that keep the phone ringing! 

TAKE A LOOK AT OUR FREQUENTLY USED MARKETING SERVICES


ADMINISTRATIVE

Managing your inbox, returning follow up calls, setting up appointments, and handling your office while you are out of town. This is just a small list of tasks that we can handle with ease and professionalism that ensures your business is moving full speed ahead so you can focus on income producing activities. 

DO YOU WANT TO PUT HOURS BACK IN YOUR DAY?


We have much more to offer and you can take a look at everything on our site! See samples of work we’ve done, meet the team behind VBSRE, read up on our blog and events we’ve been doing recently, check out events we’re hosting, and tons more! We cannot wait to help your business grow! Remember to keep an eye out for our next open enrollment session!

2019 PLANNERS ARE IN STOCK!

Happy October, friends! Fall is here!!! Our planners have arrived! YAY!!! We hope you are as excited as we are! Be on the lookout for your packages if you placed a pre-order - they should arrive to you very soon!

If you haven't ordered already, what are you waiting for?! Don’t miss out on our brand new 2019 Planners! They would make great gifts for everyone in your office. A design to fit any personality. Let us know if you have any questions and please feel free to share a review on our Facebook page.

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Here comes the BOOM!

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Tierny Jordan and Adam Bailey poured million dollar advice into a room of agents this morning! If you missed it, you missed a lot!

Thank you to the The Inspection House for hosting such a phenomenal conversation and allowing Virtual Business Solutions Real Estate to partner with you once again!

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Brittnye Takes On Texas

Our truly amazing Listing Coordinating Manager, Brittnye Stroup, took a trip to Texas to catch up with some of our wonderful clients! Brittnye had back to back meetings, great lunches and even got to catch up with our other awesome VA, Angela Williams!

Thank you Brittnye for all that you do! You're a ROCKSTAR!

Our Class with Judy Hoberman was a Hit!

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What a great class with Judy Hoberman on How To Stand Out in A Crowd! Thanks to all of our sponsors and attendees!

Judy Hoberman spoke to attendees on: Understanding how Realtor’s can stand out in the business world today is not only relevant, but critical. The Real Estate market is more crowded than ever before with everyone competing for the same clients, properties and listings. What are the activities that will set them apart? Attendees will learn strategies to become the expert in their space rather than simply blending in. They will be able to create the experience for their customers that will keep them coming back again and providing referrals. Being able to be intentional with their marketing, networking and relationships will rounded out the session. 

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What a Wonderful Bond 101 Class with Bob Johnson!

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One of my top producing agents advises spending all your extra time with lenders, learning how you can help every buyer you meet. He shared about the different products that can service your clients' needs and how to be the smartest agent in the room when you are speaking with potential buyers.

What an awesome class, Bob had an overwhelming amount of knowledge to offer and we thank you all for joining us!

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Bob Mortgage Jam Session with Owner & CEO of VBS Real Estate, Tiffany Haynes

Bob Mortgage Interviews Tiffany Haynes, Owner & CEO of VBS Real Estate, about her business and how she got where she is today.


If you're even THINKING about starting your own business-
& you dont think you can do it- 
You NEED to listen to this interview!

If you are a Realtor or a business owner & need a right hand man to help you grow, market & elevate your business to the next level? 
You NEED to listen to this interview!

If you think "what you've always wanted to do"- Cant be done & need some motivation- 
You NEED to listen to this interview!

I had such a great time being the Bob Mortgage Jam Session! Please check it out and keep an eye out for our next Open Enrollment if you're interested in our services for your business!

Pre-Order Your Beyond Routine Planners for 2019 NOW!

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Ladies & Gentlemen ... our Pre-Sale is happening NOW

Last year our Real Estate planners sold out by the Holiday's. Now is your chance to pre-order and secure the planner(s) of your choice. We have made many enhancements to our 2019 line of planners and listened to you ... our customers!

Our 2019 planners include thicker paper, less pages, upgraded layout, Smyth sewn binding options, weekly editions, a leather edition, and more! Get your order in before we sell out. Quantities are limited!


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In everything we do, we believe in maximizing a business owners Talents, Time, and PotentialNurturing the unique greatness in you and pulling out improvement for the rest.  We believe when an entrepreneur is working at their optimal speed and quality that is the ultimate contribution that can be given to the world.  We have created the pages in this planner to make your small business operate like a big business with: 

  • Goal Planning
  • Financial Planning
  • Monthly Calendars, Review Pages, & Expense Tracking
  • Daily Pages Sectioned to Track the Most Important Items in Your Day & Business

Our planners are designed to be your vision guide. To help garner goal-oriented results that you can be proud of. To ensure you have all aspects of your business on your radar so that you don't lose momentum by only focusing on the things you enjoy doing. Your Beyond Routine Planner is designed to be your personal assistant, accountability partner, motivator, and instructor. Once you decide where you want to be in 10 years, your planner will ensure you arrive soundly, with peace of mind, and maybe in half the time!


Register Now: How to Stand Out From the Crowd!

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UPCOMING CLASS: HOW TO STAND OUT FROM THE CROWD WITH PRESIDENT OF SELLING IN A SKIRT, JUDY HOBERMAN!
JULY 19TH, 2018, 12:30 PM - 2:30 PM

Understanding how Realtor’s can stand out in the business world today is not only relevant, but critical. The Real Estate market is more crowded than ever before with everyone competing for the same clients, properties and listings. What are the activities that will set them apart? Attendees will learn strategies to become the expert in their space rather than simply blending in. They will be able to create the experience for their customers that will keep them coming back again and providing referrals. Being able to be intentional with their marketing, networking and relationships will round out the session. If all of this sounds like something you'd love to learn about, then this is the class for you!

Join us as we learn directly from the President of Selling In A Skirt - International Speaker, Trainer, Coach and Mentor, Judy Hoberman!

There will also be a Q&A session, and our instructor will be happy to answer any questions you may have.

We hope to see you all at this very special CE Class Event from CE Providers Steve Ortega and Westcor Land Title Insurance Company!

Join Us: July 12th at 11AM | Lunch & Learn: Bond Programs 101

One of my top producing agents advises spending all your extra time with lenders, learning how you can help every buyer you meet. Learn of the different products that can service your clients' needs and be the smartest agent in the room when you are speaking with potential buyers. 

Come and learn from one the greatest lenders in DFW! The class is free and lunch is on us!

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Next Level Agents: Thank You for Attending Our May 1031 Exchange Class

We had a full house last week learning more about 1031 Exchanges with Lu Ann Blough! Great information!! We are looking forward to next months class on Inspections and hope you will join us. Be on the lookout soon for sign up information.

Next Level Agents: April Financial Planning Class Was A Hit!

We had another successful #NextLevelAgents class in April with the best real estate agents in DFW! This topic is near and dear to our hearts. #FinancialPlanning for entrepreneurs is an overlooked missing piece in most business plans and A. Box Financial presented a candid and transparent conversation to a group of professionals, so we can be honest about where we are and start preparing for our future life. Thank you to the amazing Annetta Taylor!

Stay tuned for sign ups for our next class!

Next Level Agents: Thank You for a Successful Class!

YAY, we did it!! Thanks for such a great class in March. The feedback we received was very positive and hopefully we can all benefit from the wealth of knowledge that Cheri Feuerbacher shared with us. We are thrilled with how great the turn out has been for these classes and we hope to see you at our next class! 

Stay tuned for info on the upcoming Next Level Agents class.

Upcoming Class: Financial Planning for Your Future!

UPCOMING CLASS: Financial Planning for Your Future with Financial Planner of A. Box Financial, Annetta Taylor!
April 25th, 2018, 1:00 PM - 2:30 PM

If you are wondering how you can save for your future with a commission based income then this is the class for you! Join us as we learn budgeting tips and strategies directly from Financial Planner Annetta Taylor on how to use commission payments to your advantage in order to prepare for the future, for taxes and for growing your business! 

  • Building your business with a commission based paycheck
  • Tips to budgeting when each paycheck is different
  • How to use commission payments to your advantage
  • Strategies to maximize commissions for your future, for taxes and for your now

There will also be a Q&A session, and our instructor will be happy to answer any questions you may have. Time will be left after class to pull Annetta aside for anyone needing one on one consulting!

We hope to see you all at this very informative event!