Texas Transaction Coordinator Services
Simplifying and Streamlining the Transaction Process for Texas Real Estate Agents.
Full TC Service in Texas
Your time is valuable and, as a real estate agent in Texas, we know you don’t have time to waste. Our full Transaction Coordinator Service was designed to reduce the amount of time you spend coordinating surveys, appraisals, and inspections so you can focus your attention on your clients and your business. In addition, we can coordinate with lenders directly to ensure requirements for VA loans and FHA loans are fully met.
Take a look at how our full TC service in Texas works.
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o Ensure any and 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 Review and submit for compliance approval.
o Enter into MLS
Three Listings Plans available
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o Review new contracts. Check for missing signatures and ensure there are no missing forms needed (based on the type of transaction).
o Review documents and disclosures; and send them to the clients via docusign.
o Thorough review of all documents and processes.
o 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 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).
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o Ensure survey is ordered, if applicable.
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).
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o Coordinate inspections for the buyer’s agent, as needed.
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.
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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.
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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
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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
Be Happy TC is here to alleviate your stress and streamline your work. Learn more about our work by scheduling a free consultation.
We’re also proficient with these real estate platforms!
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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
Our team of professional transaction coordinators can help you maintain and retain your current clients while increasing your business productivity, preparing you for future clients.
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Director of Finance and MarketingI 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!
If you’re ready to free up your time and have Be Happy TC take on your paperwork and coordination efforts, fill out the New Transaction form below.
Get Started
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What is a Transaction Coordinator?
