JOY TRANSACTION COORDINATION
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Transaction Coordination Services

Our goal is to support the relationship between you and your client.
To realize our goal, a customized task and checklist is created for your business. 
​Below is a sampling of tasks that we can coordinate and manage for you.

​

Seller Side Services


AGENT
  • Coordination and management of transaction paperwork from listing to close
  • Be a  ‘second set of trained eyes’ on the file
  • Review fully executed contract and all documents for signatures, initials, dates, timelines and contractual agreements
  • Create transaction summary timeline and distribute to all parties
  • Send introductory emails to Buyer's Agent, Transaction Coordinator (TC) and Escrow providing pertinent contact information, timelines and paperwork
  • Order Natural Hazards Report, if not ordered by Escrow
  • Track timelines and notify Agent of upcoming deadlines
  • Send Seller disclosures to Buyer's Agent by deadline
  • Facilitate and manage the flow of paperwork between Seller, Agent, TC, Coop Agent & Escrow
  • Provide status updates throughout the transaction
  • Order Home Warranty Policy
  • Confirm closing and funding with Escrow
  • Provide Agent with completed file at COE
SELLER
  • Introduction email to Sellers
  • Create disclosure package for sellers to complete prior to buyer’s offer
  • Be available to clients for support of online electronic signatures
  • Provide ‘Client Document File’ to Seller at COE
ESCROW
  • Open Escrow
  • Send accepted and fully executed contract with all counters & addenda
  • Confirm and collect earnest money deposit and receipt
  • Confirm order of Preliminary Report
  • Confirm order of Natural Hazards Report
  • Confirm HOA docs are ordered and received
  • Update Escrow with any changes to contract, addenda & timelines
  • Confirm escrow has all required documentation for closing
  • Confirm order of Home Warranty Policy, order if not ordered by Escrow
  • Receive Closing Documents and confirm Agent has reviewed documents
  • Confirm funding and COE
  • Receive Closing Broker document package
BROKER
  • Upload fully executed Listing Agreement into brokerage portal
  • Upload fully executed Contract and documents 
  • Submit file to Broker for audit / file review during transaction
  • Confirm Agent's file is complete with broker  required documents and all required documentation is fully executed
  • Submit file for final review ensure document completion and compliance
  • Submit completed file documents with final closing statement 

Buyer Side Services


AGENT
  • Coordination and management of transaction paperwork from contract to close
  • Be a  ‘second set of trained eyes’ on the file
  • Review fully executed contract and all documents for signatures, initials, dates, timelines and contractual agreements
  • Create transaction summary timeline and distribute to all parties
  • Send introduction emails to Seller’s Agent, Transaction Coordinator (TC), Escrow/Title and Lender providing pertinent contact information, timelines and paperwork
  • Tracking timelines and notifying Agent of upcoming deadlines
  • Facilitate and manage the flow of paperwork between Buyer, Agent, Coop Agent, TC, Escrow/Title and Lender
  • Track inspections to ensure reports have been reviewed, signed and in file
  • Follow up with Agent regarding file status and any missing items or changes
  • Provide status updates to Agent throughout the transaction
  • Final review of file to ensure document completion and compliance
  • Submit file to Broker for audit / file review during transaction
  • Confirm closing and funding with Escrow
  • Provide Agent with completed file at COE
BUYER
  • Introduction email to Buyers
  • Collect Seller disclosures and reports by deadlines
  • Forward disclosures to Agent for review and then to Buyer 
  • Provide ‘Client Document File’ to Buyer at COE
LENDER
  • Provide fully executed contract with all counters and addenda
  • Introduction email with transaction timeline and contact information
  • Follow up regarding appraisal and status of loan
  • Follow up regarding funding
ESCROW
  • Open Escrow
  • Send accepted and fully executed contract with all counters & addenda
  • Confirm receipt of earnest money deposit
  • Confirm receipt of Preliminary Report
  • Confirm receipt of Natural Hazards Report
  • Confirm HOA docs are ordered and received
  • Update Escrow with any changes to contract, addenda & timelines
  • Confirm Escrow has all required documentation for closing
  • Receive Closing Documents and confirm Agent has reviewed
  • Confirm funding and COE
  • Receive Closing Broker document package
BROKER
  • Upload fully executed Contract and documents into brokerage portal
  • Submit file to Broker for audit / file review during transaction
  • Confirm Agent's file is complete with brokerage required documents and all required documentation is fully executed
  • Submit for final review of file to ensure document completion and compliance
  • Submit completed file documents with final closing statement 

If we took these tasks off your plate,

what would you do with your free time?

Call now and let's find out!

​415.686.9344

Serving all of California

Hours

M-F: 9am - 5pm

Telephone

415.686.9344

Email

Belinda@Joytc.net
  • Home
  • Services
    • New Agent Registration
  • New Escrow
  • New Listing
  • Testimonials
  • About
  • Contact