1. One Stop Transaction Services
All your Transaction Needs
—In One Stop!
The Who, What & Why
Of Transaction Coordination
Samantha Marcrum, Transaction Coordinator/Realtor, Notary
DRE 01385631
619-993-7264 smarcrum@cox.net

2. Why Use A Transaction
Coordinator ?
Management of all file documentation through a
central web based tracking system with 24/7
access for the agent, broker and if desired clients
Only focus is processing files—Not Sales
Current knowledge & on going education of SDAR,
CAR and DRE documentation
Assistance in timeline management and broker
requirements
Get You OUT of the Office and Back in the Field to
make more Sales and Money!

3. What If I am the
Listing Agent—How Can
Having a Transaction
Coordinator Help?
 Upon being contacted to/or just after taking a listing, the TC can
assisting with listing documentation & disclosures to have completed by
the seller to be ready for when the property goes into escrow
 If the property is in a HOA, assist with obtaining contact information as
well as if a prepayment is necessary to obtain HOA Documents for the
Buyer once the property is in escrow
 Open Escrow
 Send out informational package to all parties—Lender, Escrow, Buyer’s
Agent & Office contact
 Order Natural Hazard Disclosure
 Send out Disclosures to the Buyer’s Agent within the contract specified
time limit—this can be done best if disclosures are completed by the
Seller prior to Opening Escrow
 Manage documents—including tracking and verification that all
documents are signed by all parties in the transaction, including agents
 Order Home Warranty
 Final Processing of the File to Your Broker’s
and DRE Requirements

4. What If I am the
Selling Agent—
What Will the Transaction
Coordinator Do?
Verify that Escrow is Open, and send out TC
informational packet to Escrow, Lender, Seller’s Agent
Prepare Disclosures received from the Seller’s Agent
for you to review with your Buyer, prepare for Docusign
if requested
Manage documents—including tracking and verification
that all documents are signed by all parties in the
transaction, including agents
Prepare a Contingency Timeline Sheet that works as a
reminder for timelines, deadlines and contingency
removals
Audit the file prior to close for any outstanding items
Final Processing of the File to Your
Broker’s and DRE Requirements

5. Who Pays for the TC?
Your Client
 Buyer Broker Exclusive Agreement
 Listing Agreement
 Agreement to Pay TC Fee Form
The Agent
 Through their commission through escrow
If the escrow cancels —
NO FEE

6. Agent
Responsibilities
 Order Own Inspections
 Coordinate Appraisals
 Anything to do with any changes to the contract
 Initiate Request for Repairs
 Removal of Contingencies
 Anything that affects the purchase price
 ALL forms of Negotiation—
If it effects YOUR income,
you are responsible for it!
 Agents Need to Sign—
Listing Agreement Seller Advisory
Buyer Broker Agreement Agency
Page 8 of Contract Page 3 of TDS
Page 10 of Statewide Buyer and Seller Advisory
Supplemental Statutory Disclosure
Agent’s Visual Inspection
Natural Hazard Receipt
Lead Paint Disclosure

7. What Other Services Does
One Stop Transaction
Offer?
Administrative Services
 Flyer Design
 Mass Mailings
 General Administrative Duties
Event Coordination
Client Deliveries
Notary Services
 Basic Notary—Grant Deed, etc. Included
 Loan Doc Notary
Please contact us to discuss your specific needs and how
we can assist you! Your Success is our Goal!

8. Bottom Line
Help Your TC Help You
 Keep Us in the Loop about all parts of the
transaction—cc on an email is great! The more
information we have the more assistance we can
provide
 Turn in your documents on time to stay on time
frames!
 You are our client, your success is the goal!
Thank you for your interest and let
us know how we can be of
assistance!!