Transaction Backer
Assists a real estate agent by performing the administrative duties required during each stage of a transaction from contract to closing
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Prepare offer documents
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Oversee all aspects of buyer and seller transactions from executed purchase agreement to closing
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Maintain or create a Transaction checklist or system for smooth transaction management
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Coordinate inspections, title/escrow, mortgage loan, and appraisal processes
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Regularly update and maintain communication with clients, agents, title officers, lenders, etc.
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Send weekly transaction updates to sellers/buyers
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Submit all necessary documentation to the office broker for file compliance (Smoke Certification included for MA transactions)
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Complete commission statement or green sheet for DA creation
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Gather utility and maintenance information from the seller for the buyer side
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Order Final Readings or Title V
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Coordinate Smoke Inspection and get Smoke Certificate <
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Coordinate/schedule moving, final walkthroughs, and closings
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Create/Apply a post-closing plan for the buyer/seller after the transaction closed
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Enter all client information into the CRM/database