Help me Help You and hire me to do all your leg work.

1. Virtual Time
Saver
Your Professional Contract to
Close And Transaction
Coordinator
Marle Sanders, REVA

2. Benefits of Hiring a
Transaction Coordinator (TC)
BIGGEST BENEFITS of using a Transaction
Coordinator
Time Savings! It’s estimated that the average
transaction coordinator spends about 12.5 hours on
a file. That’s 12.5 hours of work your TC will save
you. That means the ability to use your time more
efficiently on other transactions or simply spend
more time with your family.
Stress Reductions! The profession of a real estate
agent is listed as one of the 10 most stressful jobs.
When things get crazy and you’re putting out fire
after fire, it is important to know that your TC is there
to assist you.

3. Even More Benefits
 No Assistant Overhead
 No holiday pay
 No sick pay
 No health Insurance
 No paid Benefits of any kind
And I work even when you don’t

4. My Personal Priorities
 Confidentiality
 All client information is
kept confidential
 All Agent information is
kept confidential
 Sign confidentiality form
 Customer Service
 Always make sure the
customer is happy both
client and agent
 Hand hold and walk client
step by step through the
buying or selling
transactions once a
contract is signed
 Ethics> You will find that I am
 Professional
 Honest
 Loyal
 Realistic
 Friendly
 Knowledgeable
 Fair
 Trustworthy
 Dependable
 Organized
 Compassionate
 Open to ideas and suggestions
 A good listener

5. What a Transaction
Coordinator does for you
Making the offer
 Submitting an Offer
 Agent submits a contract request form to the TC
 Agent submits a buyer information form to the TC
 Your TC will
 draft the contract, IBS, Third Party Financing and all other
required addenda (HOA, non-realty items, etc.)
 request a pre-qual letter from the clients lender
 send all paperwork to buyer for approval and signature
 Send signed contract and all other paperwork to LA and
monitor acceptance

6. What a Contract to Close
Coordinator does for you
When the offer is accepted
 Verify all signatures, initials and dates
 Execute the contract
 Coordinate pick up of earnest and option money from buyer to Title
Company
 Send the executed contract to Title, Lender, LA and you
 Introduce myself to each party and let them know I work on behalf
of you and to copy me on all correspondence
 Provide an Under Contract Contact list with all parties information
and important dates
 Ensure receipted contract is obtained from Title
 Request all required documentation from LA, i.e. Sellers disclosure,
survey, ECAD reports, LBP, etc.

7. Contract to Close cont.
 Schedule the inspection with preferred inspector
 Request CBS code, verify utilities are on, provide inspector
with MLS and home info
 Send inspection date/time to buyer and LA
 follow up for written report and send to Agent and Buyer
only
 Enter all events on Agent’s calendar
 End of Options
 End of Financing period
 Inspection date
 Walk Through / Final Walk Through
 Closing

8. Contract to Close cont.
 Assist with amendment writing and send to buyer and
seller for signatures
 Execute and send amendments to Title Company and
Lender, buyer and seller
 Follow up with LA on any repairs / receipts, if required
 Provide the buyer with Insurance referrals and ensure
buyer obtains insurance
 Forward all Title work from Title Company to buyer
 Ensure all sellers disclosures, LBP and all other
documents requiring signature are all signed by
appropriate party and forwarded to buyer, LA, Title and
Lender and you as required

9. Contract to Close cont.
 Order survey if needed and Home Warranty
 File all contract documentation in a shared folder for your
access (Dropbox, Google-docs)
 Ensure all parties are ready to close and schedule buyer’s
closing at buyer’s time preference
 Request HUD-1 and Final HUD
 Furnish Agent DA to Title for funding
 Confirm disbursement was paid
 Send Buyers a congratulations email
 Send Lender, Title and LA Thank you emails

10. Agent Responsibilities
 Review Title work
 Review HUD 1
 Answer all questions TC is not licensed to answer
 Negotiate
 Advise
 Provides TC access to MLS, Dropbox, Docusign, any
software required to assist
 And most IMPORTANTLY
KEEP YOUR TC INFORMED

11. Listings
After the listing is acquired by Agent
 Your TC can:
 Upload your listing to the MLS, with pictures, virtual tour,
sellers disclosure, survey etc.
 Order flyers, postcards, pictures, virtual tour etc.
 Place signs, lockbox and flyers on property
 Add listing to Agent website, craigslist, or other website
 Collect all signed listing documents from seller
 Inform sellers of showing appointments
 Sit in on open houses
 Mass mailing of “Just Listed” postcards
 Update sellers as necessary per your request
 Update MLS as required

12. Listings
When an offer is received
 Forward new offer to Seller for review
 Initiate signatures and changes per your request
 Forward signed contract to buyer agent
 Wait for contract to be accepted and executed
 Request receipted contract from Title
 Introduce myself to each party and let them know I work on
behalf of you and to copy me on all correspondence
 Provide an Under Contract Contact list with all parties
information and important dates

13. Listings cont.
When an offer is received
 Enter all events on Agent’s calendar
 End of Options
 End of Financing period
 Inspection date
 Walk Through / Final Walk Through
 Closing
 Ensure receipted contract is obtained from Title
 Forward all required documents to buyer i.e.: Sellers disclosure,
survey, LBP, ECAD etc.
 Update MLS status
 Request Inspection details, proved CBS code and notify sellers
of dates
 Forward any amendments to sellers for review and signature

14. Listings cont.
When an offer is received
 Prepare any amendments as needed
 Notify Sellers of any scheduled repair work or contractor visits
 Forward any repair receipts or other required addenda to Title
 Forward any Title work to sellers
 Receive all documents signed by both parties
 File all contract documentation in a shared folder for your access
 Ensure all parties are ready to close and schedule seller’s closing
at seller’s time preference
 Request HUD-1 and Final HUD
 Furnish Agent DA to Title for funding
 Confirm disbursement was paid

15. Listings cont.
After the Closing
 Update and close MLS
 Remove Signs and lockboxes if required
 Send Sellers a congratulations email
 Send Title and Buyer agent Thank you emails

16. Agent Responsibilities
 Listing Presentations
 Provide Seller with Listing agreement
 Acquire the Listing
 Produce the CMA for Seller
 Produce the Net Sheet for Seller
 Advise
 Negotiate
 Provides TC access to MLS, Dropbox, Docusign, any
software required to assist
 And most IMPORTANTLY
KEEP YOUR TC INFORMED