Ivy Legner
(219) 363-5944
IvyTM@C21Scheetz.com
Kelly McCloskey
(501) 743-2590
KellyTM@C21Scheetz.com
Kayla Rinas
(317) 379-3386
KaylaTM@C21Scheetz.com
Carly Kirby
(317) 910-5459
CarlyTM@C21Scheetz.com
Elisa Torres Camargo
(812) 371-5200
ElisaTM@C21Scheetz.com
WHAT WE DO FOR YOU
Listing Management
Listing to Pending
Transaction Management
Pending to Close
- Create loop, add all parties, prep docs for signatures
- Add draft listing to MLS, and forward to agent for review
- Ensure completion of Seller’s Disclosure and LBP (if applicable)
- Inform Seller of HOA form requirement and request HOA/CCR’s
- Send Utility form to Seller
- Order Pre-Lim title and Home Warranty upon request
- Ensure all documents from seller are signed and returned
- Add disclosures to MLS draft
- Order yard sign
- Submit completed loop to Listing Central & Update Dotloop status to Active
- Draft amendments or edits post-listing and communicate with Listing Central
- Collect contracts, amendments, earnest money, and additional paperwork upon offer reception
- Process pending via Dotloop and submit to Listing Central
- Start communication workflow by sending introduction email to Buyer’s Agent, Title, and Lender
- Order Home Warranty if requested
- Provide seller’s property disclosures, HOA documents, and CCR’s to Buyer’s Agent
- Verify earnest money collection, delivery, and deposit.
- Send seller inspection email and communicate utility information to the buyer
- Track contract deadlines and notify Listing Agent of all deadlines via Outlook Calendar
- Collect receipts for inspection repairs
- Schedule and confirm closing arrangements with all parties involved
- Send closing next steps email to the client, including reminders leading up to closing
- Follow-up with Title Company to ensure Listing Agent receives final closing disclosures
- Complete commission form & Submit closing to Listing Central
- Complete the Preferred Client Club order form, if applicable
- Provide the client with a copy of the closing documents
- Send email reminder to complete QSS 1 week after closing
- Send Settlement Statement on Jan 2nd for tax season
- Send email reminder about post possession date/utility set-up
- Send Introduction email and outline next steps to the client
- Organize loop, prep any docs as needed and send for signature
- Verify signatures, initials and dates on all documents
- Submit pending documents to Listing Central for review
- Start communication workflow by sending an introductory email to all involved parties in the transaction
- Incorporate all transactional deadlines into the Agent’s Outlook Calendar
- Transmit all required docs to the lender and title company
- Confirm earnest money has been deposited and upload confirmation to Dotloop, notifying all parties accordingly
- Ensure the collection/receipt of title commitment,
- CCR’s and utilities
- Follow up with buyer client to ensure home inspection is scheduled
- Monitor the appraisal process with the lender to confirm the order and timeline
- Facilitate the ordering of a home warranty an invoicing to the title company, if applicable
- Ensure property survey is ordered, received, and sent to the client, if required
- Prepare any necessary amendments, addendums, or inspection responses as directed by the agent
- Collect receipts for inspection repairs
- Coordinate with title company and lender regarding any requests
- Verify completeness of the Dotloop file
- Ensure receipt of the final settlement statement for agent review before closing
- Schedule and confirm closing arrangements with all parties involved
- Send closing next steps email to the client, including reminders leading up to closing
- Complete the agent’s commission form
- Submit closing documents to Listing Central for review
- Provide the client with a copy of the closing documents
- Complete the Preferred Client Club order form, if applicable
- Send an email reminder to complete Quality Service Survey 1 week after closing
- Email Settlement Statement to client on Jan 2nd for tax season
- Send email reminder about post possession date/utility set-up
- Send email reminder about filing Homestead exemption on Dec 1st
Our Process
Meeting
To get started with your dedicated C21 Scheetz Transaction Manager, simply send a brief email to TM@c21scheetz.com
During the scheduled initial meeting, you can expect the following:
• An introduction to our services
• A review of your agent goals
• A discussion on how the Transaction Manager (TM) seamlessly integrates into your existing business structure
2. Listing Management
The Transaction Manager at C21 Scheetz ensures a thorough and seamless Listing Management process, leaving no details overlooked.
3. Pending
Once there is an accepted offer, your C21 Scheetz TM efficiently coordinates all parties involved in the real estate transaction, ensuring a smooth and timely process. Effective communication and regular updates are provided from contract signing to closing, keeping you, your clients, and all parties informed of all updates from contract to close.
4. Closing
Your TM has been on top of every aspect of the transaction, and now it’s time for you to cross the finish line! You will feel confident that your transaction has been managed with superior customer service, extraordinary organization, and superb communication, setting you up for a truly satisfied client that is certain to refer you to his/her family and friends.
Your personal Transaction Manager creates a flexible but repeatable process for every transaction, helping reduce your administrative burden so you can focus on revenue generating activities.
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