Transaction Coordinator Services
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Ready to free up some time? CTC Transaction Services would love to take on your paperwork and coordination efforts. Simply fill out the New Transaction form below.
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CTC Transaction Services is here to ease your worries and simplify your tasks. Book a consultation to discover how we can assist you!
Full CTC Services
We understand the significance of your time, especially for real estate agents, wholesalers, and investors. That’s why our complete Transaction Coordinator Service is tailored to streamline paperwork, freeing up your time to focus on clients and business growth. Moreover, for real estate agents handling buyers with VA or FHA loans, including wholesalers and investors, we collaborate directly with lenders to ensure all prerequisites are met, easing the process for a seamless transaction experience.
• Collect and secure signatures on all listing documents from involved parties.
• Forward disclosures to the seller for examination and completion before entering escrow, pending agent approval.
• Initiate the process of obtaining the NHD Report.
• Share a “Just Listed” announcement on social media platforms.
• Scrutinize and submit for compliance approval.
• Forward disclosures to the seller for examination and completion before entering escrow, pending agent approval.
• Initiate the process of obtaining the NHD Report.
• Share a “Just Listed” announcement on social media platforms.
• Scrutinize and submit for compliance approval.
• Evaluate newly received contracts to identify any absent signatures or required forms based on the transaction type.
• Inspect documents and disclosures, then dispatch them to clients via DocuSign.
• Conduct a comprehensive review, ensuring agents are aware of all transaction deadlines and timelines.
• Dispatch reminder emails highlighting important key dates.
• Facilitate the procurement of a home warranty, when applicable. • Obtain an NHD Report, if needed.
• Dispatch a reminder email to the agent prompting the request for an AVID.
• Perform file audits throughout the transaction, sending notifications to all parties about any outstanding items (2-3 audits conducted during the course of the transaction).
• Inspect documents and disclosures, then dispatch them to clients via DocuSign.
• Conduct a comprehensive review, ensuring agents are aware of all transaction deadlines and timelines.
• Dispatch reminder emails highlighting important key dates.
• Facilitate the procurement of a home warranty, when applicable. • Obtain an NHD Report, if needed.
• Dispatch a reminder email to the agent prompting the request for an AVID.
• Perform file audits throughout the transaction, sending notifications to all parties about any outstanding items (2-3 audits conducted during the course of the transaction).
• Ensure that escrow furnishes the buyer with wiring instructions for the earnest money deposit.
• Verify that escrow has acknowledged receipt of the earnest money deposit within the stipulated timeframe in the contract.
• Validate with escrow that they have received both seller and buyer packages before the closing date.
• Verify whether escrow has initiated the order for HOA documents, if applicable.
• Confirm that the seller’s vesting on the preliminary title report aligns with the information in the contract.
• Ascertain that escrow is informed about any and all credits from the seller(s) and/or agent(s).
• Verify that escrow has acknowledged receipt of the earnest money deposit within the stipulated timeframe in the contract.
• Validate with escrow that they have received both seller and buyer packages before the closing date.
• Verify whether escrow has initiated the order for HOA documents, if applicable.
• Confirm that the seller’s vesting on the preliminary title report aligns with the information in the contract.
• Ascertain that escrow is informed about any and all credits from the seller(s) and/or agent(s).
• Obtain any necessary inspection reports for the file, including home and termite inspections.
• Obtain copies of reports from any additional inspections that have been carried out and follow up as required.
• Obtain copies of reports from any additional inspections that have been carried out and follow up as required.
• Ensure the collection and signatures of all documents from involved parties.
• Generate the transaction within the broker compliance system (portal).
• Upload all contractual documents into the broker compliance system.
• Fulfill all necessary forms and documents as per broker requirements.
• Obtain broker-signed commission instructions.
• Generate the transaction within the broker compliance system (portal).
• Upload all contractual documents into the broker compliance system.
• Fulfill all necessary forms and documents as per broker requirements.
• Obtain broker-signed commission instructions.
• Confirm that the lender has received a copy of the contract.
• Verify the initiation of the appraisal process.
• Connect with the lender to ensure the property is progressing as planned for the scheduled close of escrow date.
• Verify the initiation of the appraisal process.
• Connect with the lender to ensure the property is progressing as planned for the scheduled close of escrow date.
• Share the “Just Sold” announcement on social media.
• In January or February of the subsequent year, forward a copy of the final closing statement to the client (with the agent cc’d) for tax purposes.
• Provide the agent with a copy of the file using OneDrive, if applicable.
• In January or February of the subsequent year, forward a copy of the final closing statement to the client (with the agent cc’d) for tax purposes.
• Provide the agent with a copy of the file using OneDrive, if applicable.
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