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PROFESSIONAL
TRANSACTION MANAGEMENT SERVICES

In today’s real estate market, agents handling multiple transactions may find there is not enough time in the day to handle the paperwork demands associated with every transaction. That’s why we’re here. We've got it down to a science.

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We can help coordinate your real estate transaction to ensure that everything runs smoothly from the date the listing agreement is signed to the close of escrow. The coordinating process is designed to keep you organized and informed throughout the entire transaction and to provide you and your broker a complete and well-documented file at the close of escrow.

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With our help, you’ll find the time needed to market your talents to new clients, begin calling your old prospects, and even take that vacation you’ve been promising yourself. You are no longer tied down by paperwork, and free to do what you do best: GO SELL REAL ESTATE!

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Best of all, our service allows you the support of a full time assistant; one-transaction-at-a-time. We’re as involved as you want us to be, this service is completely customizable. It all depends on your comfort level. Sign up for free and start feeling good about your escrows!

LESS STRESS

No more worrying about signatures, deadlines, and outdated disclosures. 

MORE TIME

Find time for lead generating, prospecting, and client relationships.

PEACE OF MIND

Our experienced team will make sure your transactions are complete and on time!

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What services are included on a standard file?

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With great features such as our property websites and live escrow calendars we are able to do more for your business. Just look at some of the tasks we can take off your plate:

  • Create custom listing property website (with syndication!)

  • Create custom listing and disclosure packages

  • Create and renew craigslist ads

  • Assist with showing feedback service (under development)

  • Advertise open house and broker tours

  • Pre-contract services for your buyers such as downloading disclosures and scheduling inspections (before even getting into contract!)

  • Reporting new transaction to broker

  • Create transaction timeline for all to follow along

  • Open escrow and obtain preliminary title report

  • Schedule home inspections

  • Order NHD/geological report

  • Order HOA documents

  • Order for sale sign installation & removal

  • Schedule virtual tour photographer

  • Prepare all required disclosure documents for signatures

  • Post seller disclosures online for visitor access

  • Create property binders

  • Process buyer’s earnest money deposit to title

  • Assist removing contingencies

  • Verify increase of deposit/process RID-11 form

  • Verify repair work authorization, and schedule work

  • Obtain all work clearances/invoices

  • Order/verify homeowner warranty

  • Multiple File Audits

  • Verify loan docs drawn & in escrow

  • Confirm terms with escrow

  • Obtain estimated closing statement

  • Schedule sign-off appointments

  • Schedule walk through appointment

  • Confirm COE on any concurrent close

  • Confirm lender and buyer’s funds in escrow

  • Close of escrow/confirm recording

  • Note rent back period/process rental agreement

  • Arrange for buyer’s possession​

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How do Brokers benefit? 

 

Brokers love our service because not only do their agents get the support they need, but they feel secure knowing the paperwork will be handled correctly and nothing will slip through the cracks. See some of the advantages from a Brokers point of view:

  • File is complete & all documents are signed correctly

  • All the appropriate disclosures are used

  • Clean & legible copies provided

  • Recruiting new agents

  • Retaining existing agents

  • Competitive edge in the market place

  • Increased revenue agents produce more because they are free of paperwork and can focus more on marketing and selling

  • Risk Management

  • Minimizes liability

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The bottom line is: Our service is designed to keep you and your Broker IN COMPLIANCE and OUT OF LIABILITY!

CALL or text

408-404-8186

EMAIL

TRINA@

TRANSACTIONOLOGY.CO

SNAIL MAIL

3739 BALBOA STREET, SUITE 5038

SAN FRANCISCO, CA 94121

LAB HOURS

M-F from 9am-6pm

Sat & Sun - CLOSED

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PROFESSIONAL REAL ESTATE TRANSACTION management SERVICEs
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