Find a transaction coordinator who meets your needs.
How it Works
1
Book a Discovery Call.
We will discuss your business needs and goals.
2
Receive Proposal & Contract.
Sign the Contract and Onboarding Form
3
Get Started.
Onboarding begins & we can get started!
"Transaction Coordination is our expertise. We'll take care of it, so you can focus on your business."
FAQs
What is a Transaction Coordinator?
A transaction coordinator mainly performs the administrative tasks involved in a real estate transaction. We handle all the paperwork, communications, tracking/scheduling of appointments, deadlines, and due dates, run compliance checks and more. Often times, a transaction coordinator that works with a team or brokerage handles all the above at a larger scale, manage agent rosters, attend/present at company meetings, assists with marketing (social media & direct mail), and more!
How will you keep me in the loop?
We email, text, and call our clients directly. Before we begin doing business together we will confirm communications preferences for our process with you and your clients. You will always be cc'd on all emails involving your transactions/projects. We can send you weekly pipeline emails to review what's upcoming and outstanding across all transactions and we can schedule a call (Phone, Zoom, Google Meet, Slack). Pipeline calls/meetings can be weekly, bi-weekly, or monthly. Please reach out to us if you would like to schedule a call.
What systems do you use for transaction management or electronic signature retrieval?
We use our own systems to manage your real estate transactions. We are also familiar with and knowledgeable in several online systems/apps, such as: Dotloop, Skyslope, BackAgent, Realty Back Office (RBO), Real Smart Agent (RSA), TransactionDesk, Asana, Aframe, Docusign, Google Drive, Gmail, Outlook, and more! We mainly use Dotloop for electronic signature retrieval and document storage, unless you or your brokerage offers/requires their own system for electronic signature retrieval.