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Transaction Coordinator Services

We Manage Your Files...You Sell More Homes!!

Services listed below begin upon receipt of accepted offer/counter(s)

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  Listing Agent Representation:


  • Review RPA, counters, and any addendums for all signatures once received.
  • Tracking purchase agreement deadlines.
  • Ordering NHD Report & Home Warranty (if applicable). 
  • Keep broker’s file in compliance.
  • Verify signatures, initials, and dates on all paperwork. 


Buyer’s Agent Representation:


  • Review RPA, counters, and any addendums  for all signatures/initials once received.
  • Tracking purchase agreement deadlines.
  • Keep broker’s file in compliance. 
  • Verifying signatures, initials, and dates on contracts and disclosures.  


Dual Agency Representation:


  • Reviewing RPA, counters, and any addendums for all signatures/initials.
  • Tracking purchase agreement deadlines.
  • Order NHD Report & Home Warranty (if applicable). 
  • Keep broker’s file in compliance. 
  • Verify signatures, initials, and dates on contracts and disclosures.


Agent's Responsibilities

  • Provide executed contract to include all addendum/counters.
  • Open Escrow and supply escrow officer with opening information (commission splits, clients contact etc.
  • Provide completed AVID.
  • Provide TDS,SPQ to seller direct for   completion.
  • Schedule applicable appointments/inspections.
  • Review escrow/commission instructions and prelim for accuracy.
  • Communicate with Escrow & Lenders.
  • Provide any/all credit info to Escrow direct.
  • Provide Final Walk through (VP).

Transaction Coordinator Fees

Pricing upon request.


Paid at Closing via Escrow. 

NO FEE for cancellations! 

If YOU don't get paid WE don't get paid!


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Lisa Serhan

Lead Transaction Coordinator 

Owner

Contact Us

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Start 2 Finish Transactions

San Marcos, CA 92078, US

Hours

Mon

9:00 am – 4:00 pm

Tue

9:00 am – 4:00 pm

Wed

9:00 am – 4:00 pm

Thu

9:00 am – 4:00 pm

Fri

9:00 am – 4:00 pm

Sat

Closed

Sun

Closed