The 3 Secrets to Successfully Coordinating Sales!

Services for Real Estate Pros with

Air Traffic ControllerPending sales are complicated and require professionals who know what's going on with the transaction. A great Transaction Coordinator or Agent will act as an "air traffic controller" to guide the team to a successful close.

Effective communication between the team members (buyer/seller/agents/ escrow-title officer/lender) is imperative. Numerous questions and challenges must be addressed quickly and efficiently to facilitate a smooth and speedy close.

After closing thousands of transactions, I have learned there are three things you must monitor at all times;

  1. What are the terms of the transaction (Who pays for what)?
  2. Where are the documents and are they fully executed?
  3. What appointments have been scheduled and with whom?

Why are these so important? The answer is simple! You efficiently maintain control of your transaction, appear more professional, and lastly can increase your closings by saving time. Did you know that nearly  99% of questions asked by others will be regarding terms, documents and appointments?

Instead of riffling through multiple pages in your file, or logging onto a complicated software program to locate the information, a more efficient method is to incorporate a simple "tracker" into your office system.

Now you can maintain control of all these variables by simply using DIANA'S EXCLUSIVE VIRTUAL TRACKER! This comprehensive spreadsheet quickly provides you with all the information you need to know about a transaction including;

  • How much is the credit and what's it for?
  • Who pays for the escrow/title fees?
  • Is there a HOA? Who pays for the doc and transfer fee?
  • What's the sales price, deposit amount and closing date?
  • How and when documents are sent out for signatures? (Also simplifies auditing to comply with state and broker requirements!)
  • When are appraisals, inspections and repairs scheduled?

BUT WAIT THERE'S MORE! Also included at no extra charge is a Team and Timeline Template to provide contact/contract information in a professional format to other team members. There's also templates for Commission Demand, Transaction Coordinator Invoice, and Terms Sheet to deliver to the escrow company.

Simply store the tracker on your computer or in the cloud so you and other staff will have easy access the information. It's easy to use with plenty of room to add notes, customize/organize the document list, and features a drop-down menu for quick reference. Best of all, it auto-propagates information onto the other template pages to SAVE TIME!

My Coordinators and I personally use this tracker on all of our paperless transactions and it WORKS amazingly well!

Here's your chance to master your transactions and  take your professionalism to a new level.

Visit today and purchase your  "Virtual Tracker" for only $99.00 + tax. (Please contact Diana for information on the broker tracker).

Here's your sneak preview of how it works;


Comments (4)

Jon Kolsky
Kolsky Realty & Management - Long Beach, CA
Licensed California Real Estate Broker

Dianna~ this is perfect information...The paperwork is our protection, we have to be careful with every single document and make sure every single  t's is crossed and all i's are dotted....

Sep 27, 2013 09:09 AM
Diana Turnbloom - Martinez, CA
The Leading Expert in TC Services & Education

Thanks Jon-It's doesn't take a lot of time if you have good systems. Thanks for your comment. Now go home and have fun this weekend! :-)

Sep 27, 2013 10:17 AM
CA COASTAL ESTATES Lauren Selinsky Perez CRS
California Coastal Estates - Aliso Viejo, CA
"Your Real Estate Broker" #oclauren
Well done Dianna~ this is a SUGGEST girly!
Sep 30, 2013 02:50 PM
CA COASTAL ESTATES Lauren Selinsky Perez CRS
California Coastal Estates - Aliso Viejo, CA
"Your Real Estate Broker" #oclauren
But Walt.... ;)
Sep 30, 2013 02:51 PM