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When You Should Hire a Transaction Coordinator

When You Should Hire a Transaction Coordinator

by | Nov 23, 2022 | Austin

When You Should Hire a Transaction Coordinator     When talking with agents about delegating tasks and outsourcing the tedious tasks, the number one question we receive is “When do I hire one?”. Any good transaction company will respond with: NOW!  In...
Empower Transactions: Brokerage Solutions

Empower Transactions: Brokerage Solutions

by | Nov 16, 2022 | Austin

Brokerage Solutions     As a Broker, you are busy with so many sides of the business including recruiting new agents, agent retention with current agents, accounting, management, broker compliance, marketing and more. No one person can do it all and we are here...

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Introducing:

AI Powered TC Services

Agent Membership:

$199/month

(Includes 1 Listing a 1 Contract to Close)

Team Membership:

$399/month

(Includes 4 Listings and 4 Contract to Close's)

LISTINGS:

  • Send an introduction to sellers along with instructions needed
  • Create files in brokerage compliance systems: Dotloop, Brokermint and Skyslope included
  • Prepare listing disclosure documents and coordinate the signature process with sellers
  • Split and assign listing documents
  • Obtain missing signatures from clients
  • Auditing listing documents and will keep clients updated on missing signatures
  • Add On - MLS Entry

CONTRACT TO CLOSE:

  • Create files in brokerage compliance systems like: Dotloop, Brokermint and Skyslope included
  • Introduce third parties to the CTC process and timelines
  • Introduction sent to clients with summaries of deadlines and next steps
  • Email to you with a timeline of all items that will be handled
  • Send calendar invites for all deadlines for you
  • Auto-remind all agents and clients of all deadlines- Opt In Only
  • Generate document package for client completion & signature
  • Upload contract documents to compliance system
  • Split and assign contract documents
  • Obtain missing signatures from clients
  • Compile and collect signatures on addendas and amendments
  • Connect Buyers for seamless home warranty, utility & home services set up.
  • Auditing files keeping clients updated on missing signatures
  • Provide portal login and weekly file updates to agents
  • Send file update to agent prior to close

Be among the first to leverage this innovative new technology!

Contact Us to Get Started