A Transaction Coordinator (TC) is a professional in the real estate industry who manages and oversees the administrative tasks associated with the closing of a real estate transaction. They are responsible for ensuring that all parties involved—such as buyers, sellers, agents, escrow companies, and lenders—complete their respective tasks on time and in compliance with local, state, and federal regulations.

Key Responsibilities of a Transaction Coordinator:

1. Managing Documentation: Collecting, reviewing, and organizing all necessary documents, including purchase agreements, disclosures, inspection reports, and closing statements.

2. Coordinating Communication: Acting as a liaison between all parties involved in the transaction, including real estate agents, buyers, sellers, lenders, escrow officers, title companies, and inspectors.

3. Tracking Deadlines: Monitoring important deadlines and ensuring all required paperwork is completed and submitted on time to avoid delays in closing.

4. Facilitating Escrow Process: Assisting in the escrow process by coordinating the delivery and receipt of documents, funds, and other necessary items.

5. Ensuring Compliance: Making sure that all transactions comply with real estate laws, regulations, and brokerage requirements.

6. Problem-Solving: Addressing any issues or concerns that arise during the transaction process and working with relevant parties to resolve them promptly.

A transaction coordinator plays a crucial role in keeping the closing process organized, efficient, and stress-free for everyone involved.

Once the New Agent Setup Form is completed, please allow one (1) business day to setup your portal.  Then you may begin submitting your files!!

Please log into your portal to submit your New Listing or Purchase Contract.  I will take it from there.

At Kelli The TC, collaboration with agents is vital for ensuring successful real estate transactions. Here's a guide outlining the collaboration expectations:

1. Timely Communication:

• Maintain open lines of communication, promptly responding to queries and providing necessary updates throughout the transaction process.

2. Documentation Support:

• Ensure timely provision of accurate and complete documentation required for the transaction, facilitating compliance checks and streamlined processing.

3. Adherence to Deadlines:

• Meet agreed-upon deadlines for submitting documents, meeting milestones, and adhering to transaction timelines.

4. Scheduling Inspections:

• Agents are responsible for scheduling inspections and providing the inspection dates to me to facilitate coordination and ensure timely processing.

5. Compliance Alignment:

• Collaborate in ensuring all transaction-related activities align with industry regulations and compliance standards.

6. Efficient Collaboration:

• Engage in efficient collaboration, actively participating in the transaction process to facilitate smooth and successful closings.

We collect our file fee through Escrow at the close of escrow.

Don't worry, we don't get paid unless you get paid.  

I'm certified to serve California.  However, I am virtual, so I can serve anyone in the US.  Please feel free to schedule a call and we can discuss your needs.