HIRE A TC OR VA
Transaction Coordinator
Prepare offer document
Oversee all aspects of buyer and seller transactions from executed purchase agreement to closing
Maintain or create a Transaction checklist or system for smooth transaction management
Coordinate inspections, title/escrow, mortgage loan, and appraisal processes
Regularly update and maintain communication with clients, agents, title officers, lenders, etc.
Send weekly transaction updates to sellers/buyers
Submit all necessary documentation to the office broker for file compliance (Smoke Certification included for MA transactions)
Complete commission statement or greensheet for DA creation
Gather utility and maintenance information from the seller for the buyer side
Order Final Readings or Title V
Coordinate Smoke Inspection and get Smoke Certificate
Coordinate/schedule moving, final walkthroughs, and closings
Create/Apply a post-closing plan for the buyer/seller after the transaction closed
Enter all client information into the CRM/database
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What can VAs do for you?
Coordinate and schedule meetings
Calendar Management and daily to-do list
Email management
Research personal information such as date of birth, phone number, email address, social media accounts, etc. (data mining)
Data entry
Build, implement, and manage systems
Back Office support
Responsible for several financial systems, including paying the bills & vendors
Create and maintain an operations manual that documents all systems and standards
Keep the team informed regarding any issues that need to be handled
Management of all office needs including equipment, supplies, and service contracts
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