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Refining the Real Estate Process from Contract to Close

There can be a communication gap between the various parties in a real estate transaction - as a transaction coordinator, it is our job is to close that gap so you can spend more time where it counts - with your clients!

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What is a Transaction Coordinator?

Could you benefit from hiring one?

A transaction coordinator (TC for short) oversees all aspect of the real estate transaction from pre-listing to post-closing. 

As a real estate sales agent, you'll spend anywhere from 15-19 hours per file doing administrative work. Hiring a TC allows you to spend those hours showing properties, wining listings, negotiating for your buyers, and marketing your expertise.

A TC will manage your paperwork, deadlines, administrative duties, and various other duties to allow you to leverage your business.

Packages Available

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Buyer/Seller/Intermediary Contract to Close

This package is by far our most popular service.

  • Introduction email to client, co-op agent, escrow officer, lender, attorney, and any other necessary parties.

  • Coordinate EM/OM fees (request wiring instructions), order inspections, open title

  • Monitor all sensitive/contingency dates

  • Keep agent's calendar updated + notify clients of important dates

  • Collect and send all necessary documents to the lenders and attorney offices/title companies

  • Confirm appraisal ordered and received, TRID disclosures signed

  • Order home warranties, send disclosures for signatures, be a constant point of contact

  • Pre-closing utility connect/disconnect/forward mail/etc. reminders

  • Coordinate closings & buyer's walk through

  • Upload fully compliant file to your brokerage

  • Complete and send disbursement authorization to title with wiring instructions for commission

  • Post-closing review request email sent to your clients

Listing Input & Management

Let us help get your listings on the market and SOLD!

  • Schedule professional photography, drone photos/videos, or matterport

  • Schedule staging, cleaning, lawn maintenance, etc.

  • Scheduling or sending reminders for signs/riders & lockboxes to be put out, changed, or removed.

  • Multiple Listing Service Input 

  • Showing system input

  • Listing agreement and disclosures sent for signatures

  • Routine communication and updates with Sellers

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Compliance Only/Brokerage Submission

For when you need a little extra help.

  • Collect all necessary documents from agent (dictated by agent/brokerage)

  • Upload to brokerage compliance system

  • Notify agent of missing documents or signatures/initials

  • Insure compliance - send for signatures or initials if needed

  • Create disbursement authorization, submit to your broker, and send to title once approved

  • Fully compliant file submitted - Confirm checks received to brokerage/agent

Pricing & Payment Due

How much does it cost and how do you pay?

  • Our contract to close and compliance packages are paid for a closing on your CDA - no worrisome invoices to remember

  • Listing packages are due upon list date.

  • You'll receive a report at the end of the year with all of your transactions/fees for tax purposes.

  • For more details on package prices, please schedule an interest call below.

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Refined Contract to Close Team

Get to Know Us

We are a small team of dedicated professionals - growing to suite your needs!

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Owner | Lead Transaction Coordinator

Shelby Thomas

Shelby Thomas epitomizes integrity, energy, hard work, and creative service in every detail of the real estate transaction. She has a background in sales and has worked in real estate for many years in different roles that range from administrative assistant, operations manager, compliance officer, marketing director, transaction coordinator, and even home staging! Her love for systems, automations, checklists, time-blocking, spreadsheets, and complete order makes being a transaction coordinator the perfect position, while also being able to act as a concierge for real estate agents.


Whether you are looking for complete transaction management or simply help making sure your files are compliant, Shelby will exceed every expectation and become a trusted friend for life.

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Texas Transaction Coordinator

Elizabeth Schlak

Elizabeth (Liz) is joining REfined CTC after working many years as a listing and buyer coordinator for a high volume real estate team. Real Estate is a second career for her following her retirement as a Colonel from the U.S. Army.


Liz teaches photography in her spare time and is a photography leader for 4-H youth ages 8-18 across the state of Texas. She enjoys spending time outdoors with her fiancé and their two Aussiedor dogs. We look forward to Liz bringing her attention to detail and transaction experience to REfined CTC!

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Transaction Coordinator & Compliance Manager

Christina Franco

Christina is our Compliance Manager/Administrative Assistant, along with being a Texas and Georgia Transaction Coordinator. She works alongside our lead transaction coordinator and specializes in compliance management, data entry.

 

Prior to her start in real estate, she thrived in the healthcare industry for 15 years. Whether Christina was working at the nursing home, home health, Midwestern University, or for Yale, there was always one underlying take away- Compassion and Time Management are always of utmost importance.

Christina was born and raised in Chicago, Illinois. She has a loved for theater and reading; which she hopes to pass down to her three children. Thanks to her husband's active military career, she has been granted the opportunity to see the majority of the United States on different assignments. She has developed a love for the beaches where she currently resides in Florida. 

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We work with agents, teams, and brokers from:

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Get in Touch

Refined Contract to Close is committed to exceeding your needs. Questions, comments or special requests? We’d love to hear from you, so don’t hesitate to reach out today.

Our main office is located in Tyler, TX but we service all of Texas and Georgia.

(903) 526-9966

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