Take the hassle out of your real estate transactions.
Think of your transaction coordinator (TC) as your real estate project manager, handling the nitty-gritty so you can focus on what you love – making deals and wowing your clients.
Let’s team up and make magic happen!
You either have a transaction coordinator or you are a transaction coordinator.
Having a transaction coordinator means you can focus on what you do best: building relationships and closing deals. A TC handles all the intricate details and paperwork, ensuring nothing falls through the cracks. This not only saves you time —on average an agent spends 10-15 hours on paperwork for each transaction— and reduces stress, but also enhances the professionalism and efficiency of your transactions, leading to smoother closings and happier (repeat) clients.
Who benefits from working with a TC?
Experienced Agents
Ready to take your real estate business to the next level? Imagine feeling organized and empowered, with a strong team by your side. Picture yourself spending more time making connections and closing deals, instead of getting bogged down in paperwork. Sounds good, right?
Brand New Agents
New to the real estate game? There’s nothing better than kicking off your career with a team that's got your back, helping you stay organized and confident. Say goodbye to hours lost in paperwork, and hello to more time building relationships and sealing the deal. Ready to dive in and make your mark in real estate? Let's do this!
Part Time Agents
Working real estate part-time? Never worry that you’re missing details during your main gig with a team that’s there to support you, keeping you organized and empowered, so you can make the most of your limited time. No more drowning in paperwork – spend your hours making connections and closing deals. Whether it's a side hustle or a stepping stone to full-time, we've got your back!
We handle all of this, so you don’t have to.
Contract
- Contact all involved parties and introduce ourselves as a member of your team by phone and/or e-mail
- Thoroughly review and complete all deadlines and timelines
- Confirm earnest money deposit
- Confirm that the Home Warranty has been ordered (when appicable)
Inspections
- Confirm home inspection within the time frame of contract and inform all involved parties
- Track repair request and obtain all signatures
Financing
- Confirm pre-approval and lender information
- Make sure appraisal has been ordered
- Follow-up with lender for appraisal results
- Monitor underwriting process through receipt of loan commitment followed by the clear to close
Title
- Ensure all documentation is provided within contract time frames
- Remain in constant contact throughout transaction
- Receive copy of buyer's earnest money deposit within contractual timeframes
- Acquire preliminary title report and review for exceptions
Broker Requirements
- Ensure all documents are collected and signed by all parties
- Upload all contract documents into compliance system (Skyslope)
- Complete required forms/documents required by broker
Closing
- Disbursement authorization is provided to the title company
- Coordination of closing timelines by all parties
- Ensure delivery of lender closing documents to title company
- Track preparations and review of closing disclosure
- Schedule final walk-through
- Confirm receipt by buyer of final amount due at closing
- Confirm receipt by seller of proceeds figure
- Ensure broker has received all closing documents required
Communication
- Access 24/7 to personal agent portal with transaction details, dates, documents, activities & emails
- Option to offer client portal with access to transaction details, dates & documents
- Weekly check-ins to discuss nuances of all in-progress transactions
- Agent CC’ed on all email communication with all parties
You do what you do best...
- Complete Transaction Intake form with details and contact information for all parties
- Provide fully executed contract and supporting documents
- Communicate with client through the process
- Forward any communications to TC when not copied
- Provide list of recommended vendors including inspectors
- Attend home inspection
- Negotiate repairs and/or any changes to the contract
- Write all contract amendments and addendums
- Provide access to property for appraisal if needed
- Review title documents and approve accuracy
- Attend final walk through
- Provide clients with real estate specific information that would fall under your liability
then we handle the rest.
We know that using a transaction coordinator will transform your business, but don’t take our word for it...
Betty Samples was designed by her maker to be the world's greatest Transaction Coordinator, and I couldn't be more thrilled to work with her. I like to describe her as type A plus. Her attention to detail is like none other, and I worked as an actuary where I was surrounded by mathematicians that focused on details, so I speak with authority about details. She is kind, hardworking, efficient and a tremendous asset to my real estate business.
Susan Mender, Real Estate Agent
I trust no one more than Betty and would honestly have a hard time handing my transactions to anyone but her. She's great at interacting with clients and super communicative with me as we walk through together to closing.
Hiring Betty as a TC has opened up so much more time in my schedule to pursue more clients and build my business. Could not recommend her more.
Sarah Verpooten, Real Estate Agent
Frequently Asked Questions
Q: What exactly does TC do?
A: A TC handles all the administrative tasks in a real estate transaction, including scheduling, paperwork, and deadlines, ensuring everything runs smoothly. At Crossed & Dotted we use thorough systems and one of the cutting edge online real estate transaction platforms to make sure every closing is a success.
Q: How much does a TC cost?
A: The cost of our Contract to Post Close service is $400 per transaction. Ask about our referral program for possible discounts!
Q: What if a deal falls through?
A: We get paid when you get paid. If a transaction fails to close, there is no fee from Crossed & Dotted.
Q: How do I get started with Crossed & Dotted?
A: Complete our Become a Client form, and we’ll reach out to setup a quick consultation call to make sure we’re a good fit for your needs.
Ready to take the stress out of your real estate transactions?
Join the countless number of agents who have found the freedom to build their businesses by hiring a TC. Contact us today to learn more about how a transaction coordinator can help you leverage your business and find that elusive work-life balance.
Schedule a consultation or give us a call—we're here to make your real estate journey smooth and hassle-free!
Get In Touch
Tel: 219-488-7570
betty.samples.tc@gmail.com
©2024 by Crossed & Dotted Real Estate Solutions