Overwhelmed with gathering all of the documents and disclosures for your broker’s compliance?
We can take care of that for you.
Open to Close:
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Document review and preparation
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Digital file management
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Deadline and Timeline management
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Broker compliance management
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Schedule and coordinate services, inspections, and closings with all parties including agents, clients, title and loan officers, attorneys, etc.
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Details are included in the TC Support Service Agreement
File Auditing & Broker Compliance:
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Ensure all documents are executed per state and brokerage standards
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Confirm all files have been sent
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Update and manage broker’s compliance requirements
Agent Services & Onboarding Concierge Services
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Onboard and track the progress of new agents throughout the onboarding phase
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Create streamlined processes integrating the tools your brokerage uses
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Monitor and use the current process your brokerage currently has in place
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Provide strategic reporting to track your growth based on onboarding and offboarding
Services:
Why do I need a transaction coordinator?
We understand the challenges of a real estate transaction. It can take 15 or more hours of your time for just one transaction. Using a TC can give you additional time to generate more listings or spend more time with your family. Let us take care of your paperwork needs so you can give your clients that concierge experience and grow your business.
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How can we help?
As a Real Estate Agent, you well know how many steps are involved in completing a transaction between submitting an offer and handing over the keys. Making sure those tasks are done accurately and swiftly requires coordination, expertise, and dedication.
If you are like many agents, you chose, at least in the beginning, to handle the transaction process yourself to learn and perfect the process, but also to have complete control of your customers’ experiences along the way. As you become busier you may feel that your business is being held back because there “just isn’t enough time to get it all done”.
Handing over control is hard to do, but a good Transaction Coordinator can help fuel growth without compromising on the quality of service you provide. IDEAS Transaction Coordinators can be an extension of your team. We can fit seamlessly into the programs you currently have in place and if you’d like, we can also make suggestions for process improvements as we see opportunities.
From the moment a contract is fully executed, we can step in and take it from there. We’ll reach out to all involved parties including scheduling the inspections and following up on the appraisal. We can chase down signatures and call the lender until that favorite phrase “Clear to Close” is heard. All we ask from you is to negotiate on the behalf of your clients and rest assured we will take care of the details for you. We end every transaction with thank you emails to everyone involved including links to collect reviews for you.