Free Transaction Coordination
Journey Settlements now offers complimentary Transaction Coordination when our office is chosen for title, escrow, and settlement services.
Why Use A Transaction Coordinator?
Better Time Management: A TC handles all of the administrative details, giving Realtors® more time to focus on clients, showings, and relationships. Realtors® can close more deals, provide better service to more clients, and grow their business.
Reduced Stress: With a TC overseeing deadlines, paperwork, and follow-ups, Realtors® can reduce the stress of managing multiple transactions at once.
Smoother Transactions: By handling the logistics and communication between all parties, a TC helps to make the process more efficient, ensuring a positive relationship for a Realtor® and their clients.
Brooke Coffey, Transaction Coordinator
Hi, I’m Brooke! As the former Client Service Specialist, I bring a deep knowledge of real estate and settlement processes, as well as a strong dedication to clear communication and top-notch service.
With my ability to stay organized and my keen attention to detail, I’m committed to ensuring every transaction is seamless and your needs are met with precision and care. I’m excited to be part of the team and look forward to helping make your closing smooth and stress free!
How Can I Help?
Paperwork
Send the purchase agreement, disclosures, and any addenda to the settlement agent
Send an introductory letter to you and your client(s)
Confirm that all documents are fully ratified; pursue any outstanding signatures
Confirm receipt of HOA package and send to the buyer’s agent (if applicable)
Send the buyer’s agent and settlement agent any repair receipts, warranties, or invoices
Deadlines
Review Contract deadlines and set up calendar invites for key dates including EMD, inspection period, and closing date
Confirm the day and time of all inspections (if applicable)
Confirm receipt of the EMD with the settlement agent by the deadline
Order termite, well, and septic based on the closing timeline (if applicable)
Confirm closing day and time for both seller and buyer
Communication
Remain in contact with the settlement agent for closing updates
Check in with the lender for loan progress and to confirm appraisal (if applicable)
Confirm settlement agent has all appropriate documents, invoices, and receipts to generate a settlement statement
Request a copy of the settlement statement for you to review before closing
Follow up with the settlement agent to ensure the transaction is closed