Transaction Coordination

We handle the administrative tasks that accompany your real estate deals with impeccable attention to detail, organization, and a seamless experience for buyers and sellers.

MB Versa Lux Workflow Solutions provides professional real estate transaction coordination services for busy agents, delivering contract-to-close management, compliance oversight, and streamlined transaction timelines. Through strategic transaction management, every detail is executed with clarity, accuracy, and white-glove communication.

MB VERSA LUX TRANSACTION COORDINATION PACKAGE:

INTAKE TASKS

  • Review the contract for completeness and pursue all necessary parties for outstanding initials, signatures, and dates.

  • 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 myself and request that all paperwork and communications related to the transaction flow through me.

  • Add all important dates to your digital calendar.

  • Establish file in your broker’s system of record; upload documents and contact information.

CONTRACT MANAGEMENT

  • Coordinate the timely satisfaction and removal of all contingencies and keep you informed of progress, including ordering HOA/Condo documents.

  • Conduct weekly lender check-ins, and more frequently when necessary.Weekly lender check in and more frequently when necessary.

  • Coordinate inspections with you, the inspector, the buyer, and the co-op agent.

  • Provide ongoing record maintenance as documents are submitted, changes are made via amendment, and as we move through the transaction process.

  • For Buyers: Collect 2nd Deposit check from Buyer and forward to listing agent.

  • For Buyers: Collect second deposit check from buyer and forward to listing agent.

  • For Sellers: Order payoffs and tax, water, and sewer certificates.

  • Send detailed email requesting home warranty selection and follow up until selection is made.

PRE-CLOSING

  • Provide clients with reminders to connect or disconnect all necessary utilities and to secure homeowner’s insurance.

  • Verify loan commitment with the client’s lender, provide copies, and notify you of any issues in underwriting.

  • Order and review the title report, notify you of any issues, and assist with resolution.

  • Schedule final walkthrough and closing with your clients, the title company, and you.

POST CLOSING

  • Obtain final signed closing disclosures and upload them to your system of 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.

  • Design “Just Sold” postcards and send them to the demographic of your choice (postage paid separately).

  • Add client to your contact database, including new address and email, and enroll them in your past-client drip campaign.

MB Versa Lux Workflow Solutions

Empowering transformation through faith-led investment and creative real estate solutions

MB Versa Lux Workflow Solutions is a service line and brand of MB Versa Lux Divine Enterprises, LLC.

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