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Frequently Asked Questions

Please contact me with any additional questions. 

What is the difference between a transaction coordinator and an assistant?

A transaction coordinator and an assistant may have some overlap but they are not the same thing. I summarize my transaction coordination into 4 groups: paperwork, communication, scheduling, and tracking details as directly related to and timed based on the progression of a transaction. I manage the transaction as a whole with a streamlined process and systems, performing set tasks at each stage of the sale from contract to post-close. Although a transaction coordinator may also offer additional services, the scope of transaction coordination does not go beyond managing transactions. A general admin assistant might perform a variety of activities at your direction that are not related to active transactions such as updating your business systems, checking your emails, managing your CRM, marketing etc. The timing of when they perform tasks may not be solely based on the events and progress of a transaction.

How will I be kept in the loop during the transaction?

 We can discuss your preferences. Here are a few ways you will receive updates:

  • I will personally text, call, or email you with any pertinent information that arises. 

  • You will be cc'd on all emails I send out. 

  • I will invite you to your own 24/7 transaction portal where you can view dates, transaction details, documents, and contacts, etc. 

  • I will link important dates to show up on your calendar

  • I will send out a weekly transaction summary every Friday, or as often as you prefer

  • You will receive a status report at 3 key checkpoints in the transaction

Will you contact my clients directly?

Yes. I will contact your clients directly regarding administrative or paperwork tasks, updates, reminders or any questions I have for them. I will send you a recap of any important calls or texts with your clients. My priority is to save you time and ensure your clients feel informed and fully supported every step of the way. It is completely up to you how I communicate with your clients, however, it is most efficient when I am able to speak with them directly.

Can I work with you if I am located in a different town or state?

My services are completely virtual. I am located in Asheville, NC. That is where I gained experience selling real estate for 4 years. I am well versed in North Carolina contracts and regulations and can work with any agents in this state. I am not offering services in additional states at this time as I would require training on your state-specific paperwork and processes. I am happy to discuss making arrangements to expand to your state,

How and when will I pay you?

I charge a flat fee for Transaction Coordination. The payment is due within 5 business days after the invoice is sent to you. I accept credit card, or Venmo paid directly from you, the agent hiring me. I do not get paid by your office or as part of the closing. I will email you an invoice with payment options within a few days after your closing officially records.

When are you available?

My hours are Monday - Friday 9 AM to 6 PM. 

Why would I want to hire a Transaction Coordinator?

There are of course many different reasons to work with a coordinator. I truly care about my clients and want them to love their lives and their careers. I want to help you create the life you want and leverage the time I save you into fulfilling your goals of wealth and happiness. All agents operate in their own unique way, but here are some of the most common scenarios:

1. Computers and paperwork are not your thing. You want to leave your desk and be on the move. You didn't become an agent to chase signatures, organize documents, and be stuck behind a computer. Enjoy never thinking about paperwork from contract to closing. Your time is better spent out in the world interacting with people. 

2. You are overwhelmed with a full transaction load. Delegating hours of administrative tasks away and having someone keeping track of all the details and moving pieces will bring you peace of mind.

 

3. Time is money. You want to grow your business and desire more time to focus on marketing, prospecting, sales, securing referrals, and connecting with your clients.

 

4. You are dealing with a hardship or unexpected life circumstance, such as caring for a loved one or navigating a major life change, and you need to take a step back.

 

5. You are feeling burnt out and simply need more room to take care of yourself and focus on other aspects of your life such as your mental and physical health, your family, or other projects you are pursuing. This will allow you to perform better. 

 

6. You have upcoming travel plans and want extra hands on deck to care for your clients and make sure nothing is missed. 

I would love to chat with you about your business and life goals. Call me any time for a consultation. (828) 209-8959

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