Rumor has it that your first hire should be an assistant.
Reality says, you need someone who can hit the ground running!
You need a Transaction Manager!!!
The average Transaction Manager spends 12 hours
on each transaction.
The average agent spends 18 hours on that same transaction.
What would you do with an extra 12 to 18 hours:
*Take classes to earn a Real Estate designation?
*Hold more open houses, and prospect for Buyers and Sellers at that open house?
Be pro-active with marketing, social media posts, or blogging about your business?
Take yoga classes or go to the gym more often?
Enjoy peace of mind attending a family event, knowing you would be fully present at that event?
These are all the things I give back to you!
Your time, your sanity, a good night’s rest, you name it!

o Introduction to Buyer/Listing Agent/Title Company
o Deliver Disclosures to Buyers for signature
o Create Compliance file & provide all docs to Brokerage for Compliance
o Confirm Earnest Money Deposit
o Confirm Inspection has been scheduled
o Assist in writing amendments
o Confirm Title Docs received & send to Buyer
o Provide HOA Docs to Buyer
o Confirm Appraisal Value with Lender
o Confirm/Order Home Warranty (If Applicable)
o Obtain utility information from Listing Agent & provide to Buyer
o Gather receipts required to satisfy Inspection Resolution
o Provide Title with CDA/DA
o Provide Buyer with Settlement Statement
o Coordinate Closing
o Submit Closing Docs to Brokerage
o After Closing-Ensure all documents related to transaction are in CTMe

o Change MLS to Under Contract
o Introduction to Buyer Agent/Title Company
o Add Buyer Name to Disclosures and deliver to Buyer Agent for Signature
o Update Compliance file
o Confirm Earnest Money Deposit
o Assist in writing amendments
o Confirm Title Docs received
o Confirm HOA Docs received
o Confirm Appraisal Value
o Confirm/Order Home Warranty (If Applicable)
o Gather receipts required to satisfy Inspection Resolution
o Obtain utility information from Seller & provide to Buyer
o Provide Title with CDA/DA
o Provide Seller with Settlement Statement
o Coordinate Closing
o Change MLS to Sold
o Submit Closing Docs to Brokerage
o After Closing-Ensure all documents related to transaction are in CTMe

Listing Prep ($200)-
-Introduction Email to Seller(s)
-Prepare all Listing Documents in CTMe & deliver electronically for signature
-Schedule Photos and Sign Delivery
-Start Compliance file and Provide all Docs to Brokerage for Compliance
-Enter Incoming Listing in the MLS, to include photos and supplements-Activate Listing
-Create Showing Instructions
-Add Open House Dates to MLS
Listing Under Contract to Closing ($450)-
-Change MLS to Under Contract
-Introduction to Buyer Agent/Title Company
-Add Buyer Name to Disclosures and deliver to Buyer Agent for Signature
-Update Compliance file
-Confirm Earnest Money Deposit
-Assist in writing Inspection Resolution
-Coordinate with Seller, receipts required to satisfy Inspection Resolution
-Assist in writing amendments
-Confirm Title Docs received
-Confirm HOA Docs received
-Confirm Appraisal Value
-Confirm/Order Home Warranty (If Applicable)
-Obtain utility information from Seller & provide to Buyer Agent
-Provide CDA/DA to Title
-Provide Seller with Settlement Statement
-Coordinate Closing
-Change MLS to Sold
-Submit Closing Docs to Compliance
-After Closing-Ensure all documents related to transaction are in CTMe

Because you have developed a personal relationship with your Clients, the following shall be discussed/coordinated between you and your Clients:


Hours:
Monday-Friday: 8am-5pm
Whether you're ready now or thinking ahead tomorrow, I'm always just a conversation away!
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