Transaction Coordination

Light Transaction Coordination

Distribute the fully executed contract to all parties involved.
Send next steps email to buyer or seller outlining the contract to close the process
Track EMD (Earnest Money Deposit), appraisal, and mortgage commitment
Track and provide title updates to the agent
Prepare and disburse documents for execution as needed
Compliance Coordination
Send review request to client
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Ensure all documents are correctly signed.
Distribute the fully executed contract to all parties involved.
Send next steps email to buyer or seller outlining the contract to close the process
Facilitate communication with the attorney/lender.
Monitor EMD (Earnest Money Deposit) delivery.
Track appraisal and mortgage commitment, if applicable.
Assist the buyer in securing Homeowners Insurance (HOI).
Prepare and distribute documents for execution as necessary.
Track title updates and share with the agent.
Provide clients with regular transaction updates and follow-ups on a weekly basis.
Coordinate the final walk-through.
Manage compliance coordination.
Send closing emails.
Send review request to client
Update client contact information and home anniversary in the CRM.
Add to post closing drip campaign
Just Sold marketing
- Facebook
- Instagram
- TikTok
- LinkedIn