Transaction Management

Give Us A Try!

Email us today for a

FREE

needs assessment!

info@thetransactionteam.com

 
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Email Services

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Desktop Publishing

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Marketing Services

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Transaction Management

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Listing Management

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Database Management

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1-1 Computer Training

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1-1 NTREIS Training

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Manage Your Schedule/Calendar

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Set Appointments

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Many Other Tasks!
   

 

Our goal is to make our real estate partners "look good" while handling the details of moving a transaction from "contract to closing."

We monitor deadlines for performance in the contract for you and your client.  Avoid those embarrassing phone calls to explain why you forgot to call!

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We coordinate the communication and the performance of the title, mortgage, inspection, insurance, and service contract arms of the real estate 'deal'.  All you have to do is "show up and smile."

"Your clients will think you're a genius for making it so easy."

 

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We follow-up with your clients with an "after closing" survey to help measure performance and identify opportunities for enhancement.

"Know what they really think so you can build your success and target opportunities for change."

 

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We add you client to your database so you can follow-up for the big "ASK" for more referral business.

"Success is in the numbers - but if you "don't ask....you don't get."

*Collect All Parties Info.

*Fill in Client Information Sheet

*Enter into Agents System

(ie: Top Producer, etc)

Notify All Parties

Find out best means of contact

Make note of all important dates:

Option Period Expires

Time to Obtain Financing

Closing Date

Existing Survey

Who Pays if No Existing Survey

Get Termination of Contract to Other Agent

Release of Earnest Money to Title Company

Buyer Moves on to Another Property

Transaction Terminated

All paperwork to agent’s office

Copy of ALL paperwork on CD to client

Find out when docs are going to title

Send out CDA

Obtain copy of HUD1 for agent to review

File Closed

Copy of HUD in file

Order Closing Gift

Checks to ALL!

Great Job!

Executed Contract to

Transaction Manager

(Transaction Management)

Amendment to Title

To Mortgage—if necessary

Weekly updates to all parties

Email/Talk daily to Agent

Create Amendment

(if necessary)

Order Home Inspection

*Set-up File

*Send Contract to Mortgage Company

Checks Delivered:

Earnest Money & Option Fee

YES

NO

Life Of A Transaction

THE TRANSACTION TEAM

Email: info@thetransactionteam.com

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