Real Estate Assistant

REAL ESTATE ASSISTANT

We can make life easier for realtors, brokers, real estate investors, mortgage brokers and insurance agents. We will help you set up those appointments with quality leads and handle the paperwork you need to close transactions.

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Listing Coordinator

We will work with you to complete your listing files, update the brokerage with photographs and information, order brochures and postcards, create a custom listing site for your property, and push listing information online to maximize exposure.

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Compliance Officer

Our Compliance Officer collaborates as a partner with the market center and your agents for seamless transaction execution. Our virtual compliance officers possess knowledge of compliance standards and policies, regulatory issues, and operations and procedures that relate specifically to real estate. Ultimately, we are here to help you avoid missteps that could result in hefty fines, legal ramifications, reputation damage, and problems for your clients.

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Experienced KW Command Experts.

Check CRM | Email Database Daily.

Maintain and enforce compliance policies.

Updating Finance on the status of the Opportunities. (For closed deals).

Be the first point of escalation for agent compliance issues with a focus on delivering excellent customer service.

Assist the MCA in the administration of and ongoing enhancements to all aspects of the MC’s compliance program, including management of the compliance calendar and oversight of recordkeeping.

Review uploaded documents within 24 hours from time of upload to ensure required contract documentation are accurate based on transaction type and that dates/signatures are in designated areas.

Conduct regular audits to identify potential weaknesses and noncompliance situations.

Communicate with employees and make sure everyone is aware of what they need to do to comply with internal and external laws and regulations.

Transaction Management

Let our real estate transaction coordinators ensure smooth & timely transactions for all of your real estate client deals – from contract to close and everything in between!

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Open Escrow if needed
Ensure the buyer’s earnest money deposit is in escrow on time.
Request for EMD copy
Ensure Escrow have copies of all the fully execute disclosures/addendums/amendment
Review escrow instructions for errors
Confirm closing a week prior close of escrow
Ensure closing package from escrow is received

Coordinate title/escrow, mortgage loan, and appraisal processes.
Coordinate inspections, assist in repair negotiations and coordinate the completion of repairs.
Submit all necessary documentation to office broker for file compliance.
Coordinate moving/possession schedules.
Schedule, coordinate & attend closing process.
Input all client information into the client database system.

Send Intro to all parties with all the information needed
Regularly update & maintain communication with clients, agents, title officer, lender etc.
Maximizing Calendar (send calendar reminders for contingencies)
Ensure Home Inspection is schedule
Ensure Final Walkthrough is schedule
Document communications among the parties for incomplete or disclosure requests
Communicate with Brokerage/Team Leaders/Office Assistant for any Agent Split, broker split, commission changes and/or closing costs/credits
Provide weekly summaries with the status of each transaction and deadlines
Create a complete file for the client, typically in electronic format, to help with IRS filings

Verification of necessary signatures, initials and addenda on contracts, any AS IS, waivers and/or repairs request are submitted in a timely manner.
Enforcing use of transaction timeline for a seamless closing
Follow up unanswered emails and/or any info requests
Ensure Contingency dates are followed (Inspection, Appraisal & Loan)
Provide Extension or Demand Notice if needed
1st review - Ensure 2 weeks prior closing all disclosures/condo docs/Underwriter paper works are completed. Collect any items needed from Escrow and or agent (if applicable)
5 days prior close of escrow - Final review for your file, making sure that any and all documents have already been returned including any corrections required from 1st review.
Ensuring CDA/Closing request and/or any documents needed by your brokerage/team will be submitted on time.
Ensure closing package from escrow is received.
Schedule Final Walkthrough