California Transaction Coordinator Services

Simplifying and Streamlining the Transaction Process for California Real Estate Agents.

Full TC Service in California

When you have several transactions going at once, keeping up with the paperwork and deadlines takes time. We help California real estate agents keep their files organized, follow up on missing documents, and track important dates so those details aren’t all on you.

Be Happy TC has supported 12,000+ transactions since 2014. Our team brings over 50 years of combined transaction coordination experience, including founder Shanda Macomber’s 24 years in the industry.

Three listing plans are available. Let’s talk about the support that fits your business.

Take a look at how our full TC service works.

o Ensure all listing documents are collected and signed by all parties.
o Send disclosures to the seller to review and fill out before going into escrow, as per agent approval.
o Order NHD Report
o Post “Just Listed” on social media
o Review and submit for compliance approval
o Review new contracts and check for missing signatures or missing forms needed based on the type of transaction.
o Review documents/disclosures and send them to the clients via docusign
o Thorough review and remind agents of all deadlines and timelines for the transaction.
o Send reminder emails of the important key dates.
o Order home warranty, as applicable
o Order NHD Report, as applicable
o Send reminder email to agent to request AVID
o File audits sent during the transaction to inform all parties what is outstanding from the file (2-3 file audits done through the course of the transaction)
o Make sure escrow provides wiring instructions to buyer for earnest money deposit.
o Confirm escrow has received the earnest money deposit within the timeframe listed on the contract.
o Confirm with escrow they have received back seller and buyer packages prior to the closing date.
o Confirm that escrow has ordered HOA documents, if applicable.
o Confirm seller vesting on preliminary title report matches what it is on the contract.
o Confirm escrow is aware of any/all credits from the seller(s) and/or agent(s)
o Request any inspection reports needed for the file such as home inspection and termite inspection.
o Request copies of reports from any other inspections that were completed and follow up as necessary.
o Ensure all documents are collected and signed by all parties.
o Create transaction in broker compliance system (portal).
o Upload all contract documents in broker compliance system.
o Complete all forms/documents required by brokers.
o Get commission instructions signed by broker.
o Verify lender received a copy of the contract.
o Ensure the appraisal has been ordered.
o Check in with lender to confirm the property is on track for the scheduled close of escrow date
o Post “Just Sold” on social media
o January/February of following year send copy of final closing statement to client (agent is cc’d) for tax purposes.
o Send agent copy of file via OneDrive, as applicable

Let’s Find the Right Support for Your Business

Tell us a little about your business and where you could use support. We’ll talk through your needs, answer your questions, and explain our services and fees.

Let’s Talk

We’re also proficient with these real estate platforms!

We use A-Frame to manage our transactions and keep files organized.

CEO, Founder
With 24 years of transaction coordination experience, I took the part of the job I loved (the paperwork) and focused on that. I love leading our TC team and ensuring our clients are happy.

Professional Transaction Coordinators

You’re busy. Save yourself time and let us handle the transaction coordination. Our team of professional TCs can help you maintain and retain your current (and future!) clients while increasing your business productivity.

Meet Our TC Team

Director of Finance and Marketing
I got my start in the electronics industry in 1992 selling home audio/video equipment and after a few years moved on to the automotive industry in 1995 doing custom fab fiberglass and auto sound. In 2013, I switched to the Real Estate industry and never looked back!

Get Started

Ready to free up some time? Be Happy TC would love to take on your paperwork and coordination efforts. Simply fill out the New Transaction form below.

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