Transaction Coordination

Many seminars and training programs teach how to use a specific OTM program. However, there aren't any that teaches the role of the Transaction Coordinator and the closing process. This training seminar will provide you with the foundation, teach you the process, and provide resource tools you will need so you can effectively and efficiently manage the closing process from the time your agent receives an executed contract through the after closing process.

You will learn how to process the contract from knowledge and not a routine.

GeneralTraining Outline

• Understanding the Role of the Transaction Coordinator
• Basic Real Estate Terms: What you should know
• Working with Buyers and Sellers
• Understanding Action Plans and Tasks Lists
• Your Document Checklist
• Contingencies and Deadlines
• And More!

This course requires research. If you are not serious about completing the requirements or if you are looking for easy solutions, this class is not for you. It is only for those that are serious about working with real estate agents as a Transaction Coordinator.

The outline above is a general part of our training. You will receive our complete outline prior to the training.

Listing & Marketing Coordination

This course covers the skills sets, functions, and general expectations of the real estate agent. Each student will have a clear understanding of the unlicensed assistant laws. how to create CMAs and Listing presentations, MLS requirements, listing agreement review, marketing pieces, DNC, showing services, and more.

This course is only for those that are serious about learning the Listing & Marketing Coordination process and how you can provide this valuable service to brokers and agents. During this course, there will be required assignments and a final assignment.  

REO Reimbursement Management

 Learn how to setup and manage your broker or agents REO reimbursements. This training covers the following

• REO Bank Requirements (general overview)
• Vendor information management
• Invoice requirements from vendors
• Invoice submissions (general overview)
• Invoice tracking and collections
• Setting up general programs to use and manage reimbursements
• Getting the Broker/Agent PAID!

REO Support Assistant

The REO Support Assistant training was created to give those interested in supporting REO Brokers and Agents with the tasks necessary to successfully, complete BPOs, order/manage pre-market/property preservation tasks, list, market, and successfully close each REO Transaction.

This seminar is ideal for the in-house and remote real estate assistant with transaction management experience. This course will not cover tm services and procedures.

General Outline of items covered:

• Signing up your Clients for BPOs and REOs
• BPOs and BPO Data Entry
• Property Preservation Support
• Listing the Property (MLS Requirements)
• Property Marketing Solutions
• Offer Submissions to REO Banks
• Closing Management