Transaction Coordination

What You Can Expect From Us

Copied on all email communication
Response to all messages from you and your client in a timely manner - a response can be expected within 2 hours and resolution efforts within 1 business day
Transaction process will be as smooth as possible from the perspective of you and your client
Offer a proactive rather than reactive approach

Review and correct the contract
Create a Reminder of Important Dates document & add all dates to your calendar
Send congratulations emails to your clients
Connect the lender, closing attorney, listing agent & buyer’s agent via email, including a copy of the binding contract and important documents
Request earnest money through Earnnest
Change the MLS status (for all listings)
Create (when necessary) the Commission Agreement & sign on agent’s behalf to then distribute to attorney and co-op agent
Create commissions breakdown for Bolst
Gather utility information for your buyers
Schedule the closing with all parties
Send any fully executed amendments to the closing attorney and lender (other than ATAC, attorney only)
Remind agent to schedule a final walkthrough
Gather copies of any repair receipts
Review Closing Disclosure to check on fee to Bolst
Prepare Pay at Close (PAC) Request - Gather Disbursement Authorization (DA) and send to attorney’s office (if PAC is desired)
Gather a copy of the settlement statement to review prior to closing
Gather final settlement statement to then close out file - submit FMLS 118 to mark the listing as closed, submit file to Bolst
Follow up on approval of file 1 week after closing for all non-PAC files

Submit the Under Contract form within 24 hours of receipt of a binding contract
Upload all binding documents to Dotloop
Copy your TC on ALL correspondence
Forward/copy your TC on anything they weren’t originally copied on
Add the following special stipulation to your contracts:
All parties acknowledge the Buyer’s Agent Transaction Coordinator is Jessica Winfrey: [email protected] & (404) 236-9211
Your TC works with you Monday - Friday from 9 am - 5 pm. Please respect your TC’s time away
Your TC does NOT work nights, weekends, or holidays (holidays will be communicated with plenty of notice)
Your TC will notify you of any additional vacation time or days off and will complete as many tasks ahead of time as possible in an attempt to have everything covered while they are out
Please do NOT give your clients your TC’s personal phone number - their google voice number or email address are the only contact info that should be relayed to clients

Cost: $350 per transaction
Your TC will NOT:
- Create any amendments on your behalf
- Negotiate on your behalf
- Attend the inspection, final walkthrough, or closing
- Bring any paperwork/checks to the Bolst office