Spend time doing what you do best.
Let Trusty TC help you take your business to the next level.
Listings
- Obtain Missing Signatures on Listing Agreement, Disclosures, etc. as Needed
- Obtain Utility Information for the Property
- Send Sellers a Virtual Thank You Note
- Schedule Cleaning and Staging if Needed (Agent or Client Pays)
- Schedule/Order Pictures, Drone Footage and Measurements (Agent Pays)
- Send Copies of Paperwork to Clients
- Order Home Warranty if Needed
- Request HOA docs from seller
- Add Information into Showingtime
- Upload documents, photos, videos etc... to MLS Listing with approved access to agent's MLS account
- Enter listing into the MLS based on agent provided info including MLS comments write up with approved access to agent's MLS account.
- Retrieve All Documents Needed for Broker’s Office for File Compliance
- Upload docs to compliance software (Command, Skyslope, Paperless Pipeline, Dotloop etc...)
- Keep track of key dates, sending reminders and updates.
Contract to Close
- Send an Introduction Email to connect all parties and introduce myself as part of your team.
- Obtain Missing Signatures on Offer to Purchase and Disclosures as Needed
- Coordinate Delivery of DD and EM Checks
- Obtain Signed Copies of DD & EM Acknowledgement
- Email Executed Paperwork to Client
- Set up closing with preferred attorney (Buy side)
- Constant Communication with other side's Agent, Lender & Attorney
- Scheduled inspections with agent's/client's preferred inspector (Buy side)
- Add Due Diligence Date, TRID, Walk-Through & Closing to Agent’s Calendar
- Send Client Attorney Information Sheet to be Completed by Client
- Draft/Send Repair Request & Amendments to the Contract to Clients for Electronic Signatures
- Confirm Repair Request Executed Prior to Due Diligence
- Order Home Warranty where Applicable & Send Invoice to Attorney’s Office
- Collect Repair Receipts/Invoices and share with appropriate parties.
- Send Utility Information to Buyer’s Agent/Client
- Review Closing Disclosure/HUD (agent must do final approval)
- Confirm Final Walk-Through & Key Administration
- See If Buyer’s Agent will Bring Lockbox & Sign to Closing
- Confirm Funds are at Attorney’s Office & Deed is Recorded
- Upload docs to compliance software (Command, Skyslope, Paperless Pipeline, Dotloop etc...)
- Close out listing on MLS with approved access to agent's MLS
Trusty TC
Staff Spotlight
RACHEL FORTUNE
Transaction Coordinator
NC Real Estate License #215318
19 yrs as a Broker-In-Charge
Masters in Adult Education
CHRIS FORTUNE
Transaction Coordinator
NC Real Estate License #215373
Real Estate Broker
Licensed General Contractor
Get Started with Trusty TC
Stop Feeling Overwhelmed!
Did you know...
On average, Transaction Coordinators save Realtors 15-20 hours per transaction? Focus on the sale while we focus on the paperwork.
Q. Why use a transaction coordinator?
A transaction coordinator can save time by managing tedious details, ensuring compliance, and following up on deadlines to avoid anything slipping through the cracks. They also handle paperwork review, brokerage submission, and help ensure that transactions close and agents get paid.
Q. How much time will a transaction coordinator save me?
Depending on experience, a typical Real Estate agent spends 4-8 hours on a transaction over a period of 30-45 days. Real Estate Investor transactions can take an average of 5-15 hours or more depending on the complexities involved. A transaction coordinator can help save time by managing these tasks and ensuring that transactions are closed in a timely manner.
Q. What software do we use?
We use a variety of software tools, including Skyslope, Dotloop, Docsign, Authentisign, KW Command, Paperless Pipeline, Brokermint, and more. And if there's a new tool that we haven't used before, we're always eager to learn and adapt to better serve you.
Q. Are you licensed?
Yes, we are licensed real estate brokers with years of experience completing transactions in North Carolina. You can rest assured that we know the ins and outs of the real estate industry and are equipped to handle any transaction that comes our way.
Q. How do you keep track of the file?
We use a sophisticated real estate transaction management system that is uniform, secure, and equipped with anti-virus software to ensure your files are safe and sound. Plus, we have rigorous quality control measures in place to ensure your file is accurate and up-to-date.
Q. What happens if the contract terminates?
If a contract terminates, there's no charge from us. We can even help you with the termination paperwork for just $50.
Q. Will you have contact with my clients?
It's up to you! We find that it's most efficient if we can communicate directly with your clients, but we'll always keep you in the loop by CC'ing you on important emails.
Q. Can you help with a transaction I have already started?
Yes, we can take over paperwork on a transaction that has already been started. We're happy to jump in and help whenever you need us.
Q. What if my office is far away from you?
No worries! As a virtual company, we work almost entirely paperless with agents and brokers across the United States. You don't need to be located near our office to work with us. We're available and effective no matter where you are. Plus, we can always do video conferences via Skype or Google Hangouts to make sure we stay connected.
Q. How do I get started?
To get started, simply fill out our Google form or give us a call or text.
Q. How will I know where my transaction is in the process?
You'll receive regular updates via file communications, milestone updates, and weekly comprehensive reviews with your team. We'll also notify you of any issues or delays. During our initial onboarding meeting/call, we will find out your specific communication preferences and honor those.
Q. What is the difference between a transaction coordinator and an assistant?
A coordinator focuses on paperwork, communication, scheduling, and monitoring deadlines, while an assistant may handle tasks unrelated to the progression of a transaction.
Q. When are you available?
We are available Monday to Friday from 9 AM to 5 PM, but you can reach out to us outside of these hours and we'll get back to you as soon as possible.
Q. How do I pay for your services and when are they due?
You can have our fee deducted from your commission at closing or pay with ACH, credit card, or check. Listing management and contract preparation fees are due within 24 hours of completion and are independent of offer acceptance or closing. Full-service transaction management is due at closing.
Q. Do you manage New Construction transactions?
Yes, we do! We follow up with the builder/site agent for construction and timeline updates regularly, as well as check-in with customers throughout the process.
Q. What is the benefit of hiring you as an independent TC over an in-house TC or assistant?
Hiring an independent TC removes the risk and pressure of having to pay a permanent employee, especially during low volume months and seasons. With Trusty TC, there is zero overhead and you only pay for services if you close and get paid also.
Q. What is the benefit of hiring a TC at all? Why should I not handle the transaction myself?
A TC can save you 19 hours per transaction, on average, giving you valuable time to grow your business. Additionally, TCs reduce errors and mistakes as they will be going through everything with a fine-toothed comb.
Q. Do you work with all types of Real Estate?
Yes! We handle all types of real estate including residential, luxury, probate, REO, short-sale, commercial, and more.
Q. Do you work with all brokerages?
Yes, we work with all types of brokerages as long as your broker approves. We're experienced with different broker systems and online portals.
Trusty TC
Streamline your transactions with our expert coordination.
