Trusted Florida Transaction Support

Processing & Compliance

Associations & Inspections

Processing & Compliance

As your Florida Transaction Coordinator I handle all tasks to keep your deal on track from contract to close.

Send introduction emails to all parties for smooth communication
Manage the timeline of contract deadlines and due dates
Confirm escrow deposits and ensure funds are received on time
Encourage buyers, sellers, lenders, title companies, and agents to communicate directly through me saving you valuable time
Follow up consistently with all parties
Review contracts for accuracy compliance and risk management
Submit files to your brokerage for compliance review
Obtain any missing disclosures and signatures
Prepare DA's
Draft and manage contract riders and addenda as needed or required

Financial & Title

Associations & Inspections

Processing & Compliance

As your Florida Transaction Coordinator I manage all financial and title company tasks to ensure a smooth stressfree closing

Confirm loan application is submitted and complete
Verify appraisal is scheduled and received on time
Monitor the loan process and maintain communication with lenders
Confirm and track loan approval status
Order title services and coordinate directly with the title company
Obtain all required title commitments lien searches and estoppels
Confirm clear title with the closing agent before settlement
Coordinate mailaway closings or presignings for convenience
Ensure home warranties are ordered and delivered as requested

Associations & Inspections

As your dedicated Florida Transaction Manager I manage all association and inspection requirements to keep your transaction compliant and on schedule

Obtain required HOA and Condominium documents for buyers and sellers
Request and secure all necessary association applications
Confirm applications are submitted properly and on time
Follow up to obtain association approval letters prior to closing
Confirm that home inspections are scheduled and completed
repare credit or repair addenda as instructed by the agent or attorney
Coordinate the transfer of service contracts and warranties to the buyer
Collect and organize repair receipts to ensure compliance before closing

Prior to Closing

Simplified for Realtors®

Prior to Closing

As your trusted Florida Transaction Coordinator, I manage all pre-closing tasks to ensure a smooth and stress-free settlement day:

Schedule the final walkthrough and closing appointment to verify property condition and timing
Review the settlement statement / closing disclosure for accuracy and compliance
Provide commission disbursement authorization (CDA) to the title company
Transfer escrow funds when required for closing
Confirm the buyer has secure wiring instructions from the title company to prevent fraud
Provide utility provider contact information
Coordinate key exchange

After Closing

Simplified for Realtors®

Prior to Closing

My work as your Florida Transaction Coordinator doesn’t end when the deal closes. I provide post-closing support to ensure your clients feel valued:

Submit the final closing statement to your brokerage office for records and compliance
Provide your client with important Florida homestead exemption information
Send a personalized thank-you message to the client along with a copy of the settlement statement
Encourage client loyalty and growth by requesting referrals to friends and family for future real estate needs

Simplified for Realtors®

With a FL Transaction Manager on your side, your role is simplified. I handle the compliance, communication, and contract-to-close details, all you do is:

Provide an executed real estate contract and cleint contact information
Deliver escrow deposit checks
Schedule & attend inspections and appraisals
Negotiate repairs or credits
Attend the final walkthrough and closing
Remove your lockbox and yard sign
Collect your commission

Everything else—deadlines, disclosures, title, escrow, association docs, lender communication, and compliance is managed by me to keep your deal on track.

Trusted Florida Transaction Support

Processing & Compliance

Associations & Inspections

Processing & Compliance

Financial & Title

Associations & Inspections

Processing & Compliance

Associations & Inspections

Associations & Inspections

Associations & Inspections

Prior to Closing

Simplified for Realtors®

Prior to Closing

After Closing

Simplified for Realtors®

Prior to Closing

Simplified for Realtors®

Simplified for Realtors®

Simplified for Realtors®

This website uses cookies.