Affordable Real Estate Transaction Coordinator

Review the Agreement of Sale for completeness and pursue necessary parties for
outstanding initials, signatures and dates.

Send agent an email outlining important dates.

Send “Welcome Letter’s” to all parties introducing myself.

Coordinate the timely satisfaction and removal of all contingencies and keep you
informed of the progress, including ordering HOA/Condo Doc’s and U&O’s

Contact all parties involved in the transaction including the lender, title company,
client and co-op agent; introduce myself and request that all paperwork and
communications related to the transaction flow through me.

Ensure that the lender, the title company, your client and other involved parties all
have, on an ongoing basis, fully executed copies of all relevant documents.

Coordinate inspections with you, the inspector, the Buyer and the co-op.

Complete all details of your office’s required transaction forms.

For Buyers: Collect 2nd Deposit check from Buyer and forward to listing agent.

For Sellers: order payoffs and tax, water & sewer certs.

Provide clients with reminders to connect or disconnect all necessary utilities and to
secure homeowner’s insurance.

Verify loan commitment with client’s lender, provide copies and notify you of any
problems in underwriting.

Order and review the title report. Notify you of any issues and help to resolve.

Schedule closing appointment with your clients, the title company and you.

Send charges sheet to Title Company 3-5 days prior to closing.

Provide a congratulatory letter to your buyer(s) or a thank you letter to your seller(s).