North Star Transactions
North Star Transactions
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  • More
    • Home
    • Menu
      • About
      • Value of Independent TC
      • Transaction Management
      • Blog
      • Submit a Contract
      • New Agent Set-Up
      • Free Support
  • Home
  • Menu
    • About
    • Value of Independent TC
    • Transaction Management
    • Blog
    • Submit a Contract
    • New Agent Set-Up
    • Free Support

Transaction Management

We Focus on 3 Factors

Deadline Management

  • Monitor contractual dates and deadlines and send upcoming reminder emails (EMD, Inspection, Appraisal, etc.)
  • Connect agent's private calendar with critical dates and deadlines

Engagement

  • Provide a transaction summary at the start of each transaction with detailed information, including property details, all involved parties, and important dates
  • Provide regular status updates to agent and client and attaching necessary documents
  • Draft amendments and send for electronic signatures
  • Schedule Closing with all parties
  • Provide Client with final settlement statement after closing

Task Management

  • Review executed contract & disclosures for completeness and obtain missing information or documentation
  • Upload all documents to your broker's transaction management platform
  • Inspections and Appraisals - ensure action and proper documentation is received
  • Track loan status with regular check-ins with Lender
  • Track progress of title commitment and closing docs with title company
  • Maintain and organize file in your broker's transaction management system
  • Order Home Warranty if needed
  • Ensure repair receipts are received
  • Ensure Broker Compliance
  • Create Commission Letter and ensure title company has it in a timely manner

Reviews

North Star Transactions

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