Michael U.

I am a dedicated and results-driven Transaction Coordinator with a strong background in real estate operations and stakeholder management. With experience as a Technical Support Representative, Customer Service Agent, and Sales Representative, I have a proven track record of optimizing processes, enhancing agent satisfaction, and driving efficiency. I am excited to bring my expertise to your projects. I will take the contract to close with all touches, schedules, emails, phone calls, follow-ups, and enter it into your system. I have systems and processes that keep the file on time and moving through the process. 🫵INTAKE TASKS 💪Review the contract for compliance and completeness. 💪Send the agent an email outlining important dates and contact all parties involved in the transaction including the lender, title company, client and co-op agent; 💪Introduce ourselves and request that all paperwork and communications related to the transaction flow through us. 💪Attend to email request and provides first hand resolution 💪Establish a file in your Broker system of record, upload documents and contact information. 💪Send for signatures on all disclosures. 💪Utilize CRM to handle high call volumes. 🫵CONTRACT MANAGEMENT 💪Coordinate the timely satisfaction and removal of all contingencies and keep you informed of the progress to stay on track for a timely closing. 💪Order all HOA/CDD/Condo Doc’s 💪We provide weekly status updates with the lender and title/escrow status updates and more frequently when necessary. 💪Coordinate inspections with you, the inspector, the Buyer and the co-op. If applicable. 💪As documents are submitted, we upload to your broker’s compliance site, in a timely fashion and we work through the transaction process. 🫵PRE-CLOSING 💪Final audit of file and submit to broker’s compliance. 💪Obtain / fill out broker disbursement for agent and submit to title. 💪Receive pre closing ALTA/HUD from title/escrow and send to broker. 💪We provide clients with reminders to connect or disconnect all necessary utilities with contact numbers and websites. 💪We send an email reminder to secure homeowner’s insurance. 💪We have a new resident email we send out with the list and contacts for all utilities in the area. 💪Verify loan commitment with client’s lender, provide copies and notify you of any problems in underwriting. 💪Schedule final walkthrough and closing with your clients, the title company and you. 🫵POST CLOSING 💪Obtain final signed closing disclosures and upload to your system or record. 💪Provide a congratulatory letter to your buyer(s) or a thank you letter to your seller(s) prompting them to leave a review for you with clickable links. 💪Add your client to your contact database with their new address and email to be added to your past client drip campaign. 💪Send your customers evaluation email to your customer with your review link.