Imagine what you could do with the extra 8-10 hours of time you'll gain on every sale!
Our goal is to save you valuable time by managing all your transaction details so you can stay focused on your clients.
We have years of experience with real estate transactions and Windermere Realty Trust systems and tools; we're ready to provide you with exceptional concierge service for your transaction.
We Handle (almost) Everything!
Complete Transaction Coordination from signed listing contract through closing. You handle the licensed duties, we handle the rest!
- Complete Transaction Memo
- Upload all documents & Transaction Memo to Paperless Pipeline
- Complete Transaction Timeline and send to client/lender/escrow/co-op agent
- Once agent has e-troduced the TC to the clients, lender, escrow and co-op agent, send an introduction email and Timeline to clients
- Send all documents to co-op agent, escrow, and lender including the sale agreement, any counter offers. Include client contact information for escrow
- Request SPD, LBP Addendum & HOA docs if applicable from co-op agent
- Insert contingency deadlines into Outlook calendar and/or send a Text Reminder to the agent 24 hours in advance of each contingency
- Confirm inspection dates/times with agent; add to Outlook calendar & Transaction Timeline
- Confirm that SPD & HOA Docs have been OK'd by the agent to send to the buyer (if applicable)
- Inform co-op agent of inspection dates/times; obtain access instructions (if necessary)
- Send “Next Steps” email to clients including updated Transaction Timeline, SPD & HOA Docs (or link to portal/if applicable)
- Arrange EM pickup/drop off by deadline & ensure receipt is delivered to all parties
- Confirm with agent that SPD & LBP Addendum are OK to request signature from buyer
- Confirm with agent that HOA Docs have been reviewed and are OK to request signature from buyers (if applicable)
- Send Preliminary Title Report to buyers (all questions are directed to agent)
- Follow-up on appraisal order/status with lender (check-in weekly)
- Add any agent-scheduled vendor appointments to Outlook Calendar and communicate with client & Co-op Agent
- Order Home Warranty (if applicable); confirm receipt with title and Co-Op Agent (if seller-paid)
- Order utility list from escrow
- Review active files with agent weekly via telephone or email
- Send update email to all parties weekly, including updated Transaction Timeline
- Confirm that buyers have received their closing disclosure (CD), if applicable
- Send “Preparing for Closing” email to buyers, including utility list
- Confirm that agent has reviewed final Transaction Memo; make any revisions & upload to Pipeline
- Confirm that agent has reviewed Estimated Settlement Statement; then send to buyers
- Prepare CMA (comps provided by agent)
- Create listing transaction in SkySlope/ZipForms
- Prepare all necessary listing forms and listing agreements
- Order TRIO
- Check previous RMLS listing & tax records
- Start listing input in RMLS/CMLS
- Order sign install
- Insert listing description provided by agent to RMLS
- Send Seller's Disclosures to client to fill out
- Upload disclosures & contract preparation docs to SkySlope/ZipForms
- Upload photos to RMLS/CMLS
- Upload Matterport/Virtual tour in RMLS/CMLS
- HOA/Condo docs upload to RMLS/CMLS
- Home Energy score upload to RMLS
- Send RMLS/CMLS printout & flyer along with any additional docs to be signed
- Publish once approved by agent in RMLS/CMLS
- Turn in all paperwork to Paperless Pipeline
- Schedule WRT Connect Tour - Thursdays
- Schedule Broker tour in RMLS/CMLS -Tuesdays
- Schedule Open House in RMLS/CMLS if needed
- Draft any addendums, price changes, extensions and send for signatures (with agent approval)
- Send rejected offers to sellers for signature via DigiSign/DocuSign
- Complete Transaction Memo
- Upload all documents to Paperless Pipeline
- Create Transaction Timeline
- Once the agent has e-troduced the TC to the clients, lender, escrow and co-op agent, send an introduction email to clients
- Open escrow: email all documents including Transaction Memo, sale agreement, any counter offers, pre-approval letter,
- Confirm EM is received by the deadline; send receipt to sellers
- Provide any additional disclosures to Buyer’s Agent
- Request any additional HOA docs and provide them to buyers by the deadline (if applicable)
- Collect signatures on SPD & LBP
- Track delivery of title report and confirm receipt by sellers (all questions directed to agent)
- Track HOA doc receipt and timeline (if applicable)
- Follow-up on appraisal order/status with lender (if applicable)
- Follow-up on buyer’s signatures on all disclosures/addenda; update Transaction Timeline
- Review active files with the agent weekly via telephone or email
- Send update email to all parties weekly, including updated Transaction Timeline
- Send “Preparing for Closing” email to sellers
- Confirm that buyers have received their closing disclosure
- Confirm that agent has reviewed final Transaction Memo; make any revisions & submit to Pipeline
- Confirm that agent has reviewed Estimated Settlement Statement; then send to sellers
- Order sign removal; insert the date on Outlook calendar and inform Buyer’s Agent
- Inform co-op agents of termination
- Send addenda to co-op agent without verbal or written consent
- Respond to lender or escrow questions (outside of timeline clarifications)
- Submit offers to co-op agents
- Arrange property showings
- Locate/contact vendors for repairs
- Schedule inspections
- Attend on-site vendor and/or client appointments
- Respond to client questions regarding contracts, disclosures, title report, etc.
- Respond to co-op agent questions regarding contracts, disclosures, etc.
Your TC Solutions Team
From paperwork to timelines, drafting addenda, and more, we've got you covered.
ANNETTE WESTMORELAND
Lead Transaction Coordinator
971-235-7093
awestmoreland@windermere.com
KIMBERLEE KAUL
Transaction Coordinator
503-338-8681
kimberleekaul@windermere.com
ASHLEIGH PERRIN
Transaction Coordinator
503-347-6587
aperrin@windermere.com
1
2
Provide Login Credentials via Telephone
Your passwords will be saved in Lastpass.com
3
Your TC Will Schedule a Weekly Check-in Time
Start Your Search
Connect With Us
Find a Windermere Realty Trust Office
© 2019 Windermere Realty Trust, All rights reserved.
Terms Of Use | Privacy Policy
