Transaction Coordinator Services

Services & Benefits

Let Me Handle the Details, You Focus on the Clients

Transaction Coordination Services for the Real Estate Professional

Feeling bogged down by paperwork?
Let me, a licensed Transaction Coordinator (TC), take the burden off your shoulders. Disclosures, signatures, documents – I handle it all, ensuring smooth compliance.

Focus on what matters most – your clients and leads!
Free up your time to build relationships and close more deals. I act as a seamless liaison between agents, title companies, escrow, buyers, and sellers. Expect efficient, timely closings.

Your success is my mission.
As your dedicated TC, I'll invest my energy and expertise in helping you thrive in real estate. Let's build a successful partnership together!

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When you represent the SELLER, Wise TC will:

Contact all parties and introduce my role in the transaction as your Transaction Coordinator
Close review of the Purchase Agreement, Counter Offers, and Amendments to ensure that each document is fully executed with proper dates, initials, signatures and broker information
Supply the executed Purchase Agreement to all parties involved in the transaction
Open escrow, obtain escrow number, and request the Escrow Instructions and Commission Breakdown
Order Preliminary Title Report
Prepare a Full Disclosure Package including all of the required C.A.R., broker forms and documents – and then deliver these via mail, email or DocuSign directly to you and/or your seller/buyer
Provide a completed Seller/Buyer Disclosure Package and deliver to another agent and monitor a timely return, as well as ensure that all contract time-lines are met
Upload all documents, disclosures and reports into a Paperless system (if required) as each one is fully executed
Ensure that escrow has received all documents including the termite report, home warranty invoices, NHD report, commission breakdown and any other required documents
Maintain weekly contact with all parties involved for status updates.
Deliver the completed file to you, your broker and your client via a link

When you represent the BUYER, Wise TC will:

Contact all parties and introduce my role in the transaction as your Transaction Coordinator
Review the Purchase Agreement, Counter Offers, and Amendments to ensure that each document is fully executed with proper dates, initials, signatures and broker information
Coordinate the opening of escrow if needed
Ensure that Seller Disclosures are provided
Prepare a “Buyer’s Package” containing the Seller’s Disclosure Package as well as any broker required forms. Deliver the Buyer’s Disclosure Package directly to you and/or your client via email or DocuSign
Ensure that your buyer is provided a copy of all reports and booklets that are provided and/or required
Upload all documents, disclosures and reports into the Paperless system as each one is fully executed throughout the transaction process
Maintain weekly contact with all parties involved for status updates
Deliver the completed file to you, your broker and your client via a link.