Transaction Coordination Services

  (Buyer's Agent • Listing Agent) 

Contract-to-Close Includes:

1. Review executed contract and addenda for completeness and required signatures
2. Open transaction with title/closing agent and coordinate escrow documentation
3. Introduce transaction parties and maintain communication throughout the transaction
4. Create and monitor critical dates, deadlines, and contingencies
5. Track required transaction documents and brokerage compliance items
6. Coordinate inspections and communicate scheduling information
7. Coordinate appraisal access and follow-up, when applicable
8. Track repair requests, agreements, and related documentation
9. Monitor financing, appraisal, inspection, and other applicable contingencies
10. Coordinate amendments, addenda, and required signatures as directed by the agent
11. Maintain communication with title/closing agent, lender, cooperating agent, and other transaction parties
12. Monitor transaction progress and notify agent of outstanding items or potential delays
13. Coordinate final walkthrough and closing logistics
14. Review closing documents for administrative completeness
15. Confirm closing and organize delivery of the completed transaction file

Additional Seller-Side Coordination

1. Coordinate seller/title documentation and outstanding title requests
2. Coordinate access for inspections, appraisal, repairs, and final walkthrough
3. Track seller-required disclosures and transaction documents
4. Coordinate repair documentation and receipts, when applicable
5. Assist with HOA/condo documentation coordination, when applicable
6. Coordinate seller closing requirements and final closing logistics

(Subto • Seller Finance • Novation • JV • Hybrid • Gator/EMD • PML • Foreclosures)

 Contract-to-Close Includes: 

1. Review executed contract and transaction documents for completeness and required signatures
2. Execution and signature tracking for required transaction documents
3. Coordination with title company, closing agent, and/or attorney experienced with creative finance transactions
4. Communication and coordination between transaction parties (seller, buyer, lender, partner, title/closing agent, etc.)
5. EMD verification and funding coordination (direct, Gator-funded, or partner-based)
6. Assignment and Novation document tracking, when applicable
7. Private Money Lender (PML) coordination and document tracking
8. Timeline management and deadline tracking for creative finance milestones
9. Foreclosure-related file coordination and document tracking, when applicable
10. Coordination and tracking of transaction-specific addenda and supporting documentation
11. Closing statement coordination and administrative review
12. Post-closing coordination, including final HUD/settlement statement delivery, file archiving, and record updates
13. Delivery of completed final transaction file

(Brokerage File Review & Compliance Coordination)

Includes:

1. Review executed contract and transaction documents for administrative completeness
2. Verify required signatures, initials, and dates are present
3. Review file against brokerage-provided compliance requirements
4. Identify missing or incomplete required documents
5. Notify agent of outstanding compliance items
6. Upload and organize transaction documents in the brokerage's compliance system, when access is provided
7. Submit completed file for brokerage compliance review
8. Track compliance deficiencies and coordinate corrected-document resubmission
9. Final file review and organization upon completion

Compliance Only does not include: transaction deadline management, title/lender coordination, inspection or appraisal coordination, client communication, closing coordination, or other Contract-to-Close services.