Our ultimate goal is to provide exceptional transaction coordination services to help YOU shine, look like the rockstar you are, and turn your clients into raving fans!
At Topline Transaction Coordination, we use the latest and greatest tools of the trade to give you a truly seamless digital experience. We want to take as many items off your plate as possible, freeing you up to focus on what you love most, be it developing your business, working with your clients, or spending time for you!
Contract to Close Process:
Review the Purchase & Sale Agreement, counters and exhibits for signatures, initials, dates, and any missing information.
Obtain any missing signatures and documents
Send introduction emails to the co-op agent and to your client, explaining that we are your transaction coordinator.
Send contract and introduction email to attorney and lender, again explaining our role as your transaction coordinator.
Track receipt of earnest money and be sure that it has been distributed to all parties and uploaded to your compliance platform.
Provide a summary of contract deadlines to the attorney, lender, and co-op agent.
Facilitate status updates as well as reminders for upcoming contract deadlines.
Open communication between buying and listing agents on if/when the buyer is planning to do an inspection during due diligence.
Draft the Instructions to Closing Attorney/Commission Agreement, obtain signatures, and forward to attorney.
Keep a pulse on the status of financing, appraisal, and title.
Draft amendments per your direction (excluding ATACs).
Upload and submit all documents to broker compliance system as they are received.
Complete and submit Commissions Tab if agent is with Keller Williams.
Confirm that both the lender and attorney have all amendments.
Confirm Clear to Close with the lender.
Confirm that the attorney is ready for closing.
Obtain utility information and share with the buyer/buyer's agent.
Open communication between buying and listing agents on if/when the buyer is planning to do a final walkthrough.
Facilitate scheduling of the closing.
Request DA from agent's broker and send to the attorney.
