Your bread & butter
Transaction Coordination
From the moment of the executed contract, we handle all aspects of your transaction. Your clients will also receive a concierge-level of care that only PhaseTwo Transactions can provide.
$399 Per transaction
Contract to Post-Close Service Overview
Let’s break it down:
Intake Tasks
– Review the contract for completeness and pursue necessary parties for outstanding initials, signatures and dates.
– Send agent an email outlining important dates and 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.
– Add all dates to your digital calendar.
– Establish file in your Broker system of record, upload documents and contact information.
– Send agent an email outlining important dates and 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.
– Add all dates to your digital calendar.
– Establish file in your Broker system of record, upload documents and contact information.
Contract Management
– Coordinate the timely satisfaction and removal of all contingencies and keep you informed of the progress, including ordering HOA/Condo Docs.
– Weekly lender check in and more frequently when necessary.
– Coordinate inspections with you, the inspector, the Buyer and the co-op.
– On-going system of record maintenance as documents are submitted, changes are made via amendment, and we work through the transaction process.
– For Buyers: Collect 2nd Deposit check from Buyer and forward to listing agent.
– For Sellers: order payoffs and tax, water & sewer certs.
– Send detailed email requesting home warranty selection and follow up until selection is made
– Weekly lender check in and more frequently when necessary.
– Coordinate inspections with you, the inspector, the Buyer and the co-op.
– On-going system of record maintenance as documents are submitted, changes are made via amendment, and we work through the transaction process.
– For Buyers: Collect 2nd Deposit check from Buyer and forward to listing agent.
– For Sellers: order payoffs and tax, water & sewer certs.
– Send detailed email requesting home warranty selection and follow up until selection is made
Pre-Closing
– 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.
– 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 final walkthrough and closing with your clients, the title company and you.
– Verify loan commitment with client’s lender, provide copies and notify you of any problems in underwriting.
– 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 final walkthrough and closing with your clients, the title company and you.
Post-Closing
– Obtain final signed closing disclosures and upload to your system or record.
– Provide a congratulatory letter to your buyer(s) or a thank you letter to your seller(s) prompting them to leave a review for you with clickable links.
– Design Just Sold postcards and send out to the demographic of your choice (postage paid separately).
– Add client to your contact database with new address and email to be added to your past client drip campaign.
– Provide a congratulatory letter to your buyer(s) or a thank you letter to your seller(s) prompting them to leave a review for you with clickable links.
– Design Just Sold postcards and send out to the demographic of your choice (postage paid separately).
– Add client to your contact database with new address and email to be added to your past client drip campaign.
Transforming your business is as easy as…
Well… as easy as choosing PhaseTwo Transactions to be your Real Estate virtual assistants, but here’s a better breakdown of the process:
03
Submit your first transaction
Get ready to start securing more deals! With us on your team your schedule is now free to go back out and network!
Get Started
Simple, transparent pricing tailored to your needs
Single-sided transaction
$399
No matter which side you’re representing, we’ve got your back (and your clients’ back) from contract to post-close!
Dual-sided transaction
$649
Representing both sides of a transaction? Ensure both your buyer and seller are in great hands!