TENNESSEE TRANSACTION COORDINATIORS

PRICING IS PER SIDE, PER FINANCING OR CASH FILE CLOSED.

· The GOLD LEVEL SERVICE package focuses primarily on paperwork management, broker compliance, and begins upon receipt of an executed contract for cash or financing files.  

 · Licensed Realtor/Transaction Manager will ANALYZE EXECUTED CONTRACT for accuracy and required addenda and notices; communicate discrepancies to agent-client and obtain additional addenda, notices, and signatures as needed. 

· Add contract to agent's private CALENDAR PORTAL with all critical dates, deadlines, and add pre-set reminders.  Send client, lender, and title a welcome notice with specific key dates.  Clean up, ORGANIZE, and continuously work agent-client's online file; DocuSign Rooms, Dotloop, SkySlope, Command, Zip Forms, etc.

 · ENSURE FILING of escrowed contract and receipts, all required Tennessee Real Estate Commission, TN REALTORS® and broker forms, HOA subdivision information, title commitments, inspection reports, repair invoices, termination forms, etc.  

· DRAFT AMENDMENTS for price changes, extensions, etc. and route through to escrow as needed.  Submit complete file for and work to obtain BROKER COMPLIANCE APPROVAL, provide agent a commission summary, and track CDA.

 · Provide buyers with home warranty options, collect their order, create and send HOME WARRANTY INVOICE to title, and retain in agent-client's online file.  Manage collection of buyer's walkthrough and final acceptance form from client or the other agent.

PRICING IS PER SIDE, PER FINANCING FILE CLOSED. CASH FILES $350.

· The PLATINUM SERVICE package includes all the features of the Gold Level Service package, and layers in the following client-care and transaction coordination services for both seller and buyer files.

· Licensed Realtor/Transaction Manager will oversee progress of all Lender required CONTINGENCIES and DEADLINES.  Work closely with Lender to track critical APPRAISAL DATES; ordering, confirmation of scheduling, and delivery date tracking of appraisal.

· We offer CONCIERGE STYLE communication upon request; provide utility connection service contacts to buyers, collect information from sellers which aide buyers at move in, notify sellers or co-op listing agent re. inspection date/time, and with best practices to prepare for inspections.

· Ensure buyers are working with Lender to clear loan conditions, selecting insurance provider, and checking that FINANCING APPROVAL deadline is met, and preliminary CD is signed on time.

· Work to COLLECT PAID INVOICES, receipts, and/or evidence of repairs as needed to satisfy any repairs required by the lender or as written between the parties.

· To help ensure a timely closing and communication to all parties; track CLEAR TO CLOSE from lender, ensure documents are delivered to title, and final CD is disclosed to all parties prior to closing.

PRICING IS PER SIDE, PER FINANCING FILE CLOSED. CASH FILES $500.

· The DIAMOND SERVICE package includes all the features of the Gold and Platinum Level Service packages, and layers in an additional level of agent and buyer or seller client-care and transaction coordination services. Pricing is per side, per financing file closed.

Your transaction coordinator will provide the buyer and/or seller weekly easy to read "CLIENT-CARE" UPDATES of their purchase or sale containing key information relevant to the transaction; what's happened, what's coming up, and with key contract event deadline progress.  Other touch-points as it pertains to each specific transaction:

• Send a heads up to both buyer clients and seller clients re. what to expect and how to prepare for the INSPECTION PROCESS. 

• Disclose a list of agent's specific insurance agent referrals to buyer clients, and ensure the lender receives the INSURANCE BINDER in a timely manner.

• Ensure title has received a completed TITLE COMPANY QUESTIONNAIRE from the buyer or seller client as needed.

• Provide INSTRUCTIONS TO PREPARE FOR CLOSING such as what to bring, who to speak with regarding wire transfers, where to go, etc.

ENJOY THESE BRAND-BUILDING DIAMOND PERKS!

• Create and provide two BRANDED SOCIAL MEDIA content graphics; one at time of Contract Pending and one at time of Closed & Funded.

• Upon the agent prepping their client at closing for this communication, email the client a REQUEST FOR REVIEW or testimonial on behalf of their agent with specific instructions where to leave their review, and provide one follow up touch.