Transaction Coordinator Service

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

Full TC Service in California

We understand how valuable your time is as a real estate agent in California so we designed our full Transaction Coordinator Service to help reduce the amount of time you spend on paperwork so you can focus your attention on your clients and your business. In addition, we help real estate agents in California who represent buyers with VA loans or FHA loans by working with the lender directly to ensure all requirements are met.

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

Schedule a Consultation

Schedule Now

Be Happy TC is here to alleviate your stress and streamline your work. Schedule a consultation to learn how we can help you!

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CEO, Founder
With over 20 years of experience in the business, I took the part of the job I loved (the paperwork) and focus 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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