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I loved working with Happy Agent. My TC was crucial to keeping the transaction on track and moving forward. She was articulate and able to understand any tasks I needed completed. Quickly, my TC picked up on how I wanted her to assist me in my real estate business and her role in engaging with my clients and other members of the transaction team. I will be calling Happy Agent again to help me with my next transaction!

Katie L

Good Mountain Real Estate

AS SEEN IN

Remote Real Estate Transaction
Coordinator Services Get Deals Done

Maintain oversight without creating a bottleneck.

Centralizing your transactions. Optimize your time and stay on top reviews with workflow tools.

Compliance and storage made easy.

Breathe easy with automated audit trails and cloud storage.

Sign on the dotted line.

Anywhere. Anytime. Forget about printing, signing, and scanning.

What does a remote real estate transaction coordinator do?

A real estate transaction coordinator is there when you’re not. Basically, it means less to do’s and more tadas.

Open Escrow.

As soon as you complete the purchase agreement, the transaction coordinator will open escrow. It’s the official start of the transaction coordinator service.

Schedule & Coordinate.

From inspections and appraisals to a no surprises closing, the transaction coordinator schedules appointments with all parties to make sure the right people get to the right place at the right time. This gets you off the phone and back showing properties.

eSign, Review, Submit, [Repeat].

The paperwork involved in a transaction doesn’t normally top an agent’s list of favorite things to handle. The good news? A transaction coordinator handles sending the documents, reviewing them for accuracy, and making sure they get where they need to be.

Track Deadlines.

Deadlines make and break deals. Your transaction coordinator tracks every single deadline to make sure every “t” is crossed and every “i” dotted from escrow until the closing is official.

What does a remote real estate transaction coordinator do?

A real estate transaction coordinator is there when you’re not. Basically, it means less to do’s and more tadas.

Open Escrow.

As soon as you complete the purchase agreement and open escrow, the transaction coordinator will begin.

Schedule & Coordinate.

From inspections and appraisals to a no surprises closing, the transaction coordinator schedules appointments with all parties to make sure the right people get to the right place at the right time. This gets you off the phone and back showing properties.

eSign, Review, Submit, [Repeat].

The paperwork involved in a transaction doesn’t normally top an agent’s list of favorite things to handle. The good news? A transaction coordinator handles sending the documents, reviewing them for accuracy, and making sure they get where they need to be.

Track Deadlines.

Deadlines make and break deals. Your transaction coordinator tracks every single deadline to make sure every “t” is crossed and every “i” dotted from escrow until the closing is official.

Why do real estate agents choose remote transaction coordinators from Happy Agent?

+Flexible and On-Demand.

Just the hours you need for your upcoming transactions. Scale up or down as you need.

+No Hassle Pricing.

One simple flat-rate fee per transaction. Payment made at closing through the agent’s CDA.

+Teamed Approach.

One point of contact with a backup buddy from start to finish.

Getting Started with a remote real estate transaction coordinator:

Happy Agent is a cloud-based end to end solution.

Upload purchase agreement and agree to work with Happy Agent.

Meet your team.

Approve the workflow and nuances for your state and purchase agreement.

Real Estate Transaction Coordinator Near Me:

Each remote real estate transaction coordinator knows the area that they are assigned to. Our remote transaction coordinators currently serve Arizona, Colorado, Nevada, New Mexico, and Utah.

Not seeing your state? No worries. Request to add your state here.

Happy Guarantee:

Sales are in the details. Cliche? Sure, but it’s the truth. Transaction coordinators handle the details of the deal. We only get paid if the deal closes.

Get an Experienced TC With Experience at Great Companies Like These

FAQs About Remote Transaction Coordinators

What is a transaction coordinator?

A remote Transaction Coordinator (abbreviated as TC) uses software workflows to manage the details involved in closing a real estate transaction. The remote transaction coordinator monitors the process from opening escrow to closing.

How will I know what is happening with my transaction?

You will have 24/7 access to your file through Asana (both desktop and the mobile app). This works similar to text messaging. All documents are uploaded and updated in real-time, along with an audit trail, workflows and deadlines. You will have regular contact with your remote transaction coordinator.

Where can I find a full list of the remote transaction coordinator services that you provide?

Here you may find a list of our services.

Will you have contact with my clients?

It’s most efficient to send communication from the software to the client directly but don’t worry, you will see all communication. Also, communication will be branded to your real estate brokerage.

Do you have a cancellation fee?

There are no cancellation fees; just a $500 base package service fee per transaction paid at closing through the agent’s CDA. We only get paid if the real estate transaction closes.

Are my files secure and confidential?

Your information is securely stored. Asana is our preferred software. When sensitive information is entered, Asana encrypts the transmission of that data using industry-standard encryption. Asana is compliant with both the EU-US Privacy Shield Framework and the Swiss-US Privacy Shield Framework.

What if I lose a file?

Files are cloud-based and can be accessed anytime from anywhere.

Can you help with a transaction I have already started?

Yes, we can take over a real estate transaction that has already been started.

How can I contact my TC?

After agreeing to work with Happy Agent and after uploading the purchase agreement, you will receive contact information for your remote Transaction Coordinator team. You’ll kick off with a Zoom onboarding session to make sure the remote transaction coordinator team knows the nuances and you’ll be given a cell phone number and email. From there, communication can happen in Asana’s desktop or mobile application.

What if my office is far away from you?

As a team of remote transaction coordinators, we are accustomed to working on real estate transactions outside of our local geography. It’s important to us to be paperless and cloud-based. We make ourselves very available through Zoom or Google Hangout and we are highly efficient remote transaction coordinators.


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