From the moment a contract is signed to the day of closing, I keep everything moving. Deadlines tracked. Documents managed. Everyone in the loop. You stay focused on your clients β I handle the rest.
No more 9pm panic texts wondering if the inspection was scheduled. That's my job now. π
β Review contract for all required signatures, dates, and initials
β Send introductory email to all parties within 24 hours
β Add key dates to agent's calendar (if requested)
β Upload all documents to agent's platform and compliance within 48 hours
β Confirm title company received contract and opened file
β Earnest money deposit follow up and receipt distributed to all parties
β OPRA ordered (if applicable β NJ)
β Confirm inspections are scheduled and notify all parties
β Remind agent of inspection deadline and follow up on requests
β Confirm with lender that appraisal was ordered and received
β Obtain mortgage commitment and distribute to all parties
β Follow up on title commitment and distribute once received
β Obtain list of utilities and distribute to appropriate parties
β Follow up on CO and distribute cert once received
β Create commission statement for agent approval and send to title
β Check on clear to close with lender
β Schedule closing with all parties
β Request and review ALTA/HUD β send to agent for approval
β Settlement prep email sent to client
β Coordinate final walk through
β Confirm deed recorded after closing
β Congratulations email sent to client with closing documents
β All documents uploaded to compliance β final audit complete
β HOA: obtain HOA documents and send to appropriate parties
β Solar: request solar documents and follow up on solar transfer process
β Well Water: check on well water test and obtain well cert for distribution
β Home Warranty: order home warranty to be paid at closing
Most transaction coordinators stop at coordination. I go further. With a background in copywriting I can make sure your listings, your brand, and your emails all sound as good as your business actually is. No other TC is offering this. Just saying. π
β Compelling buyer-focused copy that sells the lifestyle not just the square footage.
β Makes buyers NEED to see it in person
β Delivered within 24-48 hours
β One round of revisions included
β Sounds like YOU β warm, professional, and memorable
β Written for your website, social media, or marketing materials
β Includes a questionnaire to capture your personality and story
β One round of revisions included
β Ready to use templates for your most common client communications
β New lead follow up, under contract updates, closing prep, post closing check ins, and more
β Written in your voice so they feel personal every time
β Delivered as an editable document you can use again and again
I'll get to work on your files, copywriting, or assistant services right away!
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After discovery, I provide a clear service agreement outlining scope and expectations. Once signed, we move into action
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We'll hop on a quick 15-minute call to chat about your needs & how I can help!
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Complete our contact form or text 856-263-1525 and I'll be in touch shortly!
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