Residential Transaction Coordination Support
Budget: $250 – $750 USD
Up to five residential home sales flow through my office each month, and smooth closings depend on meticulous coordination. The role covers three core areas:
• Document preparation – drafting, assembling, and circulating contracts, addenda, disclosures, and any compliance forms through Transaction Desk, Dotloop, or a comparable e-signature platform.
• Communication with clients – serving as the main point of contact for buyers, sellers, lenders, escrow, and inspectors, providing timely updates and answers so everyone stays aligned.
• Scheduling – locking in inspections, appraisals, signings, and the final walk-through, then adding every key date to a shared Google or Outlook calendar.
Deliverables for each file
- A complete, audit-ready document package stored in the shared drive before contingency deadlines.
- A concise weekly status report emailed to all parties.
- Confirmed appointment calendar covering all milestones through closing.
Experience with typical U.S. residential forms, MLS systems, CRM notes, and tight deadline management will make the process seamless for everyone involved.
• Document preparation – drafting, assembling, and circulating contracts, addenda, disclosures, and any compliance forms through Transaction Desk, Dotloop, or a comparable e-signature platform.
• Communication with clients – serving as the main point of contact for buyers, sellers, lenders, escrow, and inspectors, providing timely updates and answers so everyone stays aligned.
• Scheduling – locking in inspections, appraisals, signings, and the final walk-through, then adding every key date to a shared Google or Outlook calendar.
Deliverables for each file
- A complete, audit-ready document package stored in the shared drive before contingency deadlines.
- A concise weekly status report emailed to all parties.
- Confirmed appointment calendar covering all milestones through closing.
Experience with typical U.S. residential forms, MLS systems, CRM notes, and tight deadline management will make the process seamless for everyone involved.
Related categories:
PHP
Project Management
Sharepoint
CRM
Project Scheduling
Real Estate
Compliance
Time Management