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Agent Essentials
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Services Transaction Coordinator

🔘 AVAILABILITY: Mon - Fri (09:00 AM - 05:00 PM) (EST)

🔘 SUPPORT: Phone, E-Mail & Chat Support

🔘 DEDICATED ASSISTANT: Yes

Take the pressure off your plate. Our Transaction Coordinator Service manages every detail from contract to closing, so you can focus on clients — not paperwork.

Once a deal goes under contract, we step in to handle all administrative tasks: communication, documentation, deadlines, and coordination. You’ll have a dedicated assistant making sure every part of the transaction runs smoothly and stays compliant.

LISTING

  • List the property in MLS Update the listing on CRM
  • Setup showings via Showing Assist Tool
  • Setup Open House on MLS & other Platforms

POST-LISTING

  • Enhance the listing on other third-party sites like Zillow, Realtor, etc.
  • Email market listing to agents/realtors
  • Monitor market changes, new listings/sold listings
  • Create weekly showing report and pass the feedback
  • Contact client regarding market changes
  • Receive, Review & Compare Offers
  • Contact buyer's lender and verify buyer's qualification
  • Update the CRM
  • Prepare counteroffer if applicable
  • Update price & status if applicable and all related documents for brokerage and state requirements

Save time, stay compliant,

and focus on building client relationships



UNDER CONTRACT

  • Update calendar with all dates & deadlines and keep track of them
  • Send first under contract email to all parties with all relevant information such as main point of contacts, dates & deadlines.
  • Co-ordinate with title company to gather/provide required information
  • Request or send HOA documents
  • Follow inspection and appraisal status
  • Execute any remaining documents
  • Follow with title company on title work
  • Follow with lender on Loan Status
  • Upload contracts, executed disclosures

POST CLOSING

  • Upload all documents for brokerage and file storage requirements
  • Follow up with clients regarding move out and transfer of possession
  • Follow up with other clients regarding move in and possession
  • Follow up with clients to request review and feedback
  • Follow up with clients one week after closing, to see if there are other questions

Frequently asked questions

What does a Transaction Coordinator actually do?

A Transaction Coordinator manages all the behind-the-scenes work from the moment a deal goes under contract until closing. That includes organizing paperwork, tracking deadlines, communicating with all parties, and making sure nothing falls through the cracks.

Can I cancel after I’ve paid?

Absolutely! You can cancel anytime through the SABIZ subscriptions portal. Just a heads-up—since the service is prepaid, we aren’t able to refund the unused portion of the term. If you have any questions or need a hand with the process, we’re here to help!

SABIZ Subscriptions Portal

What are the working hours?

We’re available Monday to Friday, 9:00 AM to 5:00 PM (EST). Most updates and tasks are handled during these hours, but if something urgent comes up, we do our best to accommodate when necessary.

How is the service charged?

This is a one-time fee paid at closing, so there’s no upfront cost. If a deal falls through, there’s no fee.

Will I get help uploading compliance documents?

Yes. After closing, we’ll upload all necessary documents to meet brokerage compliance requirements. You’ll get a clean, organized file ready for audit or future reference.

When does the Transaction Coordinator get involved?

Yes, if you want them to. We are trained to communicate professionally with clients, lenders, title companies, and other agents. You can decide how much direct interaction you'd like them to have — we're flexible based on your preferences.

How do I learn to use these tools?

There’s plenty of helpful documentation online to guide you, and we also offer training sessions to make learning these tools easy. Plus, if you ever have questions, we’re always here to help!

Is this a remote service?

Yes. The entire service is remote and fully digital. We use email, phone, and chat tools to ensure fast, reliable communication, no matter where you’re working from.

Can I use the service for multiple transactions?

Absolutely. You can submit as many contracts as needed. Each transaction is managed individually and billed per file, making it easy to scale the service as your business grows.

 Can this service help me save time?

Definitely. Most agents report saving 10–15 hours per transaction. That’s time you can use to generate leads, work with new clients, or simply breathe a little easier.

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