Hire A Transaction Coordinator

Less Busywork. More Buy/Sell Signatures.

In need of a Transaction Coordinator? The role of a Transaction Coordinator is to manage the administrative tasks associated with a real estate transaction. This includes tasks such as preparing contracts, organizing inspections, coordinating with various parties involved in the transaction, and ensuring that all necessary paperwork is completed accurately and on time. Our conversation will revolve around your objectives and how we can aid you in reaching your targets. (15-Mins)

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COMMONLY ASKED QUESTIONS

Click each category to view answers

ASPRING TRANSACTION COORDINATORS

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Do I need a real estate license?

-Depends on the state! Check your state's real estate board to see what's required.

How much does it cost to start a TC business?

-Start up costs will depend on your unique model, market and value.

I want to start a TC business but where do I begin?

-Go to thebesttcever.academy.

BUYERS & SELLERS

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Who is response for which tasks in my real estate transaction?

Real Estate Agent

Arrange and conduct property viewings for potential buyers, or renters
Provide information about the property and address any questions or concerns
Manage negotiations
Offer guidance on contract related questions (changes or interpretation)

Loan Officer

Assist with loan applications
Request and collect documentation for the underwriter
Offer guidance on loan products

Settlement Agent

Collect and hold the earnest money deposit
Prepare legal documents per local and state regulations
Perform title examination
Facilitate the purchase of title insurance
Coordinate closing
Facilitate the disbursement of funds

Transaction Coordinator

Coordinate inspections
Coordinate showings
Document preparation and tracking
Property changes and updates

When is the best time to activate or terminate utilities?

-The best time to schedule utilities for a new home is ideally a 2-3 business days before your move-in date.

-It's advisable to arrange for utilities to be canceled by the end of the day on closing day, as sellers are responsible for providing utilities until the buyer completes their walk-through which may occur just before closing. I suggest confirming this with your real estate agent for verification.

Who do I contact to cancel or change an appointment, inspection or closing?

-Notify your real estate agent and send an email to transactions@thebesttcever.com and/or text to 914-222-3357

Best method of communication?

-email: transactions@thebesttcever.com and/or text to 914-222-3357

REAL ESTATE AGENTS

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What services are available?

-Review the contract/listing agreements for completion and acquire missing attachments/documents

-Send a copy of the ratified contract and all addenda to all transaction parties

-Schedule inspections

-Track delivery of the EMD

-Process and submit vendor requested intake forms

-Order the Home Warranty

-Order and ensure delivery of association documents

-Coordinate walk-thru and settlement

-Request the ALTA/CD from the Title Company for the agent to review

-Confirm the appraisal is ordered and scheduled, request the commitment letter

-Track contingency deadlines

-Prepare addenda to be sent out by the agent or send with agent approval

-Setup signatures and initials on necessary documents for agent distribution

-Deliver addenda to necessary parties (title, lender, other agent, delivery addresses, etc)

-Obtain Utility Information and send this information to buyers

-Submit all contract documents along with the executed Settlement Statement to your brokerage after settlement

-MLS input (draft public remarks)

-Coordinate staging, photographers

-Collect and enter showing instructions

-Add captions to listing photos

How do I submit a contract or listing?

-Log in to opentoclose.com

How do I use opentoclose?

-Click here to watch a video

Organized Chaos

Processes for Communicating Contractual Changes Between Agents and Transaction Coordinators

Posted on October 14, 2025

In real estate, the only constant is change. From amended settlement dates to negotiated repairs, contractual changes happen often—and when they do, it’s critical that real estate agents and transaction coordinators (TCs) handle communication with precision and professionalism. A missed update or unclear message can lead to costly mistakes, delays, or even put a deal at risk. To keep transactions on track, here are clear processes agents and TCs can follow to communicate contractual changes effectively: 1. Document the Change in Writing Immediately No verbal-only updates. Even if a conversation starts over the phone or in person, always follow up with a written record. Use email as the primary channel. It creates a time-stamped trail that protects all parties. Attach...

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How to Maintain Strong Agent/Transaction Coordinator Partnerships

Posted on September 17, 2025

How to Maintain Strong Agent/Transaction Coordinator Partnerships In real estate, successful transactions don’t happen by chance—they’re the result of strong systems, clear communication, and solid partnerships. One of the most valuable relationships in the business is the one between a real estate agent and a transaction coordinator (TC). When this partnership is nurtured and maintained, it can take a business from organized to unstoppable. Here are some key ways to maintain and strengthen the agent/TC relationship: 1. Establish Clear Expectations from the Start Every great partnership begins with clarity. Before the first file is even opened, agents and TCs should discuss: What services will (and won’t) be included Preferred communication methods (email, phone, portal updates, etc.) Timelines and deadlines for...

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Business Hours

Mon - Fri, 9am - 4pm
Saturday, 9am - 1pm
Sunday & Federal Holidays, Closed

Questions? Text 914-222-3357

THEBESTTCEVER

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