Mortgage Transaction Coordination
Mortgage Transaction Coordination Services
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We provide professional mortgage transaction coordination services to help your business run smoothly. Our team of experts ensure that all documents are managed efficiently and communicated effectively with all parties involved in the mortgage transaction process. Our goal is to support your business and contribute to your success. No matter which side of the transaction you represent, or both, We will always ensure a high-quality process. We understand that your time is precious and we want you to focus on what matters most, ie. “your clients”.
Our Benefits
- Our Mortgage Transaction Coordination service ensures that all of your documents meet the compliance requirements for the state you operate in.
- We take on the responsibility of meeting deadlines, allowing you to focus on other important tasks.
- Our service enables you to streamline your administrative workload and allocate more time towards acquiring new clients.
- We utilize the most widely used software in the industry to ensure minimal support issues.
Transaction Coordinating Duties
- Review contracts and essential addenda for compliance.
- Open file with escrow and/or title company.
- Order title and survey.
- Deliver copies of contracts and addenda to the cooperating agent.
- Preparation of disclosures, amendments, and addenda.
- Manage deadlines and timeframes as needed throughout the transaction.
- Follow up with the escrow company and cooperating agent as needed.
- Keep the Agent informed of all communications.
- Send regular transaction status e-mails and advise the Agent of pending deadlines.
- Ensure all paperwork is provided to all parties.
- Coordinating closing time with all parties.
- Follow up with escrow and title company on the closing day
- Upload all paperwork to Paperless Pipeline
Transforming your business process is just a click away
