Transaction Coordination – Core Focus
Manage 5–15+ active real estate transactions simultaneously from accepted offer through closing.
•
Maintain transaction checklists and timelines
•
Track milestones and closing requirements
•
Monitor contingency deadlines
•
Coordinate inspections and appraisals
•
Track financing and lender milestones
•
Monitor closing dates and outstanding requirements
•
Follow up proactively on missing documents or approvals
•
Ensure nothing falls through the cracks before closing
•
Real estate agents and brokers
Create, update, and maintain accurate property listings across MLS platforms.
•
Enter and update listing information
•
Maintain accurate property details, pricing, status, and documentation
•
Ensure listings meet MLS requirements
•
Coordinate listing changes and status updates
•
Support syndication across platforms such as:
•
Brokerage websites and platforms
•
Track listing activity and provide updates to agents
Contracts, Compliance & Documentation
Maintain complete, accurate, and audit-ready transaction files.
•
Review files for missing documents or signatures
•
Maintain transaction compliance checklists
•
Follow brokerage procedures
•
Support compliance with applicable state and MLS requirements
•
Organize files for brokerage reviews and audits
DocuSign & Transaction Management Systems
Manage document workflows using DocuSign and transaction management platforms.
•
Prepare documents for electronic signature
•
Create and manage signature workflows
•
Track outstanding signatures
•
Follow up on incomplete documents
•
Maintain properly executed copies
•
Upload and organize completed documents within transaction files
Experience with platforms such as Dotloop, SkySlope, Brokermint, or similar systems is highly valuable.
Client & Stakeholder Communication
Provide proactive and professional communication throughout the transaction lifecycle.
•
Keep buyers, sellers, agents, and brokers informed
•
Coordinate with lenders, title companies, and escrow teams
•
Schedule inspections, appraisals, showings, and closings
•
Communicate upcoming deadlines and requirements
•
Follow up on outstanding items
•
Respond promptly to transaction-related questions
•
Help create a smooth client experience from contract through closing
Real Estate Marketing Support
Support agents with listing-related marketing activities, including:
•
Basic marketing coordination
Reporting & Brokerage Operations
Maintain visibility across the transaction pipeline.
•
Prepare transaction status reports
•
Track active and upcoming closings
•
Monitor commissions and closing timelines
•
Maintain pipeline trackers
•
Support brokerage compliance reviews
•
Maintain organized transaction and operational records