Transaction Coordination
We’ll handle the administrative tasks that accompany your real estate deals with impeccable attention to detail and organization. Our goal is to make the process smooth and stress-free for both buyers and sellers.
THE SAGEKEY TRANSACTION COORDINATION PACKAGE:
INTAKE TASKS
Review the contract for completeness and pursue necessary parties for outstanding initials, signatures and dates.
Your TC will send you an email outlining important dates and contact all parties involved in the transaction including the lender, title company, client and co-op agent. They will introduce themselves as the main point of contact and request that all paperwork and communications related to the transaction flow through them.
Add all dates to your digital calendar.
Establish file in your Broker system of record, upload documents and contact information.
CONTRACT MANAGEMENT
Coordinate the timely satisfaction and removal of all contingencies, keeping you informed of the progress, including ordering HOA/Condo docs.
Weekly lender check-ins, with more frequent updates as needed.
Coordinate inspections with you, the inspector, the Buyer and the co-op.
Continuous maintenance of system of record as documents are submitted, amendments are made, and the transaction progresses.
For Buyers: Collect 2nd deposit check from Buyer and forward to listing agent.
For Sellers: Order payoffs and obtain tax, water & sewer certificates.
Send detailed email requesting home warranty selection and follow up until selection is made.
PRE-CLOSING
Provide clients with reminders to connect/disconnect all necessary utilities and to secure homeowner’s insurance.
Verify loan commitment with client’s lender, provide copies and notify you of any problems in underwriting.
Order and review the title report. Notify you of any issues and assist in resolving them.
Schedule final walkthrough and closing with your clients, the title company.
POST CLOSING
Obtain final signed closing disclosures and upload to your system of record.
Provide a congratulatory letter to your buyer(s) or a thank you letter to your seller(s) prompting them to leave a review for you with clickable links.
Design Just Sold postcards and send out to the demographic of your choice (postage paid separately).
Add client to your contact database with new address and email to be added to your past client drip campaign.
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