Here’s how to get started with listing or transaction support.
So I can set you up with everything you’ll need.
You’ll receive a welcome email with login details and next steps.
Once you’re in the portal, submitting a new file is quick and easy.
If you don’t see the answer you’re looking for, please feel free to submit your questions below.
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.
Managing Documentation: Collecting, reviewing, and organizing all necessary documents, including purchase agreements, disclosures, inspection reports, and closing statements.
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.
Tracking Deadlines: Monitoring important deadlines and ensuring all required paperwork is completed and submitted on time to avoid delays in closing.
Facilitating Escrow Process: Assisting in the escrow process by coordinating the delivery and receipt of documents, funds, and other necessary items.
Ensuring Compliance: Making sure that all transactions comply with real estate laws, regulations, and brokerage requirements.
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.
At Kelli The TC, collaboration with Agents is vital for ensuring successful real estate transactions.
To keep things running smoothly, here’s what I ask from my agent partners:
You handle all scheduling — inspections, appointments, and showings — and keep me in the loop with dates, times, or any changes.
You’re responsible for negotiations and decisions — I support by drafting requests for repairs and any addenda based on your written instructions. I’ll provide the draft for your approval, and once you approve it, I’ll send it out for signatures. Final approvals and written instructions always come from you.
Keep me updated – on any changes so I can help keep everything on track.
*I follow all the rules for unlicensed assistants in our state — if you want the full details, you can check out the guidelines at NAR.Realtor.
Please log into the portal to submit the intake form. I will take it from there.
The portal is your go-to hub for keeping everything organized and moving smoothly. You can submit the intake form anytime—I’ll review and start working on it during business hours. Plus, the portal lets agents and clients access important documents and deadlines anytime they need, which means less back-and-forth and more peace of mind. It’s all about making the process easier and keeping everyone in the loop.
Don’t worry, I 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.
Send a message and I’ll be in touch.
