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Transaction Coordinator




  • Thoroughly review contract for completeness including initials/signatures, deadlines, and create transaction timeline

  • Create a detailed timeline outlining all of the important due dates

  • Contact client, cooperating agent, lender, escrow agent, & title company introducing myself as a member of your Team

  • Send executed contract to all parties in the transaction

  • Confirm escrow deposit and receipt have been received

  • Confirm that inspection(s) are scheduled within the time frame of contract

  • Maintain regular contact with all parties involved for status updates as well as outstanding items

  • Send weekly update reports via email


  • Obtain copies of HOA/Condo Docs and confirm the buyer has received them

  • Make sure the buyer makes application (and interview if required)

  • Confirm buyer has received HOA/Condo approval


  • Confirm the buyer has made loan application

  • Confirm appraisal has been ordered and follow-up with lender for results

  • Monitor underwriting process through receipt of loan commitment followed by the clear to close


  • Make sure title commitment, lien search, and survey are ordered and delivered (as applicable)

  • Send closing instructions to buyer and/or seller

  • Confirm that the lender’s closing documents are delivered to title company


  • Regularly check that closing is on target 

  • Send distribution authorization to title company 

  • Review settlement statement for accuracy 

  • Confirm final walk-thru arrangements have been made 

  • Submit documents for brokerage compliance 

  • Confirm closing time and location 

MLS Input
  • Review Listing Agreement and ensure it is properly filled out and signed.

  • Prepare the MLS entry for agent and seller approval.

  • Upload photos, videos, virtual tour links, disclosures & documents to MLS.

  • *Listing Agent to provide property description, photos/links, documents, room dimensions, & other pertinent listing information.

Copyright © 2020 by Essential Virtual Talent, Inc.  


8403 Pines Blvd | Suite # 1063 | Pembroke Pines, FL 33024

(800) 453-8174 | Info@EssentialVirtualTalent.com

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