Deal Management
Document Management
Collecting, organizing and maintaining all necessary documents related to the transaction, including contracts, agreements, disclosures and addendums.
Transaction Timeline Management
Creating and maintaining a timeline of important dates and deadlines throughout the transaction process, including contract contingencies, inspections periods, and closing dates.
Communication Facilitation
Serving as a central point of contact for all parties involved in the transaction, including buyers, sellers, agents, and inspectors.
Appointment Scheduling
Coordinating property inspections, appraisals, and other necessary appointments with relevant parties.
Transaction Status Updates
Providing regular updates to clients and agents on the status of the transaction, including completed tasks, pending items, and any issues that may arise.
Closing Preparation
Assisting with the preparation of closing documents and coordinating the closing process including scheduling the key handover and ensuring that all necessary parties are present.
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