Spend less time on paperwork and more time where it counts - capturing leads and providing great service to your clients!
“Hello, my name is Jill and I’ve been helping agents such as yourself reach their real estate goals by assisting with paperwork as a Transaction Coordinator and Compliance Auditor. My aim as a Greater Midwest Transaction Coordinator is to help keep you, the vendors, and your clients informed every step of the way! This is achieved by providing vendors and clients with detailed information regarding the transaction, custom weekly updates, checklists, and more! So you get to focus more on what’s important: fostering relationships with your clients and gathering leads! Our client sheet fills up quick, so make sure to call today for a consultation!”
When you meet for the initial consultation, we will go over the services that the Transaction Coordinator provides, as well as detailed steps on how a typical transaction looks using our service front-to-back. The TC will also supply you with a short survey to discover your preferences as an agent.
Learn more about the Transaction Coordinator's Services:
BUYER FILES
TC SERVICES FOR
BUY SIDE CLIENTS
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Intro email to client with copy of offer
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Send TrustFunds email or request Earnest Money from buyer
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Corresponds with agent to make sure inspection was scheduled and when it will occur
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Email collaborating agent for all necessary file info - closer, utility providers, etc.
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Email offer and Earnest Money receipt to title and lender
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Keep track of contract deadlines
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Maintain client file for offer compliance
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Send "closing tomorrow" email to buyer with closing location address
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Upload HUD and submit
EXPECTATIONS
Available Monday-Friday, 8:30am - 4:30pm
at our Blaine office.
DETAILS
$250 per transaction
LISTING FILES
TC SERVICES FOR
SELL SIDE CLIENTS
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Input listing on MLS from agent completed listing doc
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Upload photos, disclosures, supplements, tour on MLS
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Email MLS listing and intro to seller
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Draft price reductions according to agent
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Maintain client file for listing compliance
AFTER OFFER
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Change MLS Status
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Intro email to client with copy of offer
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Correspond with collaborating agent for all necessary info: Closer, EM, signatures, amendments, septic/water
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Receive Earnest Money
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Email Utility Information to buying agent
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Email offer paperwork, all contacts info to title
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Follow contract deadlines
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Makes sure inspection items that were agreed to in writing are completed by deadline
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Maintain client file for offer compliance
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Coordinate closing date/time with client
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Check status of appraisal
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Send "closing tomorrow" email to seller with address of closing location
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Email buyer agent prior to final walk through to grab lockbox/sold rider and bring to closing
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Complete MLS "Sold" change form and submit file & HUD
EXPECTATIONS
Available Monday-Friday, 8:30am - 4:30pm
at our Blaine office.
DETAILS
$250 per transaction