🚀 >> Onboarding >>
Transaction Coordinator
REAL ESTATE VIRTUAL ASSISTANTS
Transaction Management Onboarding Form
ATTENTION: Your Transaction Coordinator Order Is STILL PENDING!
"
*
" indicates required fields
Step
1
of
5
20%
Hidden
Submission URL
You must complete this Onboarding to finalize your order & launch!
*
If we do not receive a completed Onboarding Form within 7 days, we automatically cancel the Campaign & issue a refund.
I understand and am ready to go!
Can we do this over a call instead?
Confirming Your Info
Account Email ID
*
This is the Email ID you use for your REVAS+ Account (should be pre-filled, but please make sure).
Best Contact Phone Number
*
Can We Text You On This Number?
*
Yes, this is a good number for Texts.
No, please do not text this number.
NOTE: We will only be texting for matters directly related to this Campaign.
Transaction Coordinator: Campaign Overview
How are you currently handling Contract-to-Close Transaction Management?
*
I'm doing it myself.
We have an in-house Transaction Coordinator.
I use a freelance US-based TC.
I use a freelance Overseas TC.
I use a 3rd Party Transaction Management Service.
Other
About how many Closings Per Month do you need the TC to manage?
*
0 - 1 Closing Per Month.
2 - 4 Closings Per Month.
5 - 10 Closings Per Month.
10+ Closings Per Month.
Which Transaction Management Software are you using?
*
Check all that apply.
Dotloop
SkySlope
Propertybase
Brokermint
DocuSign
KW Command
Lone Wolf / ZipLogix
Other
Which Transaction Management Software are you using?
*
Tasks & Training
What elements of the Contract-to-Close Workflow do you want the TC to handle?
*
Filing and Uploading all Closing Docs.
Chasing down missing Signatures & Documents.
Coordinating with Clients on Appointments & Deadlines.
Booking & oversight of Vendors (Photography, Signs, etc).
Post-Closing Data Entry & Bookkeeping.
Something else.
What else would you like your Transaction Coordinator to handle?
*
This is an experienced, trained, US-based TC, so they can be flexible to meet your needs.
What type of Training or Documentation do you have for the Task(s)?
*
We have in-depth Training Videos and / or step-by-step Standard Operating Procedures.
We have some basic bullet points & notes on how to do the Task(s).
Nothing is documented right now.
Is it convenient for you to upload or link to your Task Training / Documentation right now?
*
Yes, show me the Upload box.
Yes, I can link to it in the Cloud.
No, please get it from me later.
Upload your Task Training / Documentation here:
*
Drop files here or
Select files
Max. file size: 128 MB.
Link to your Task Training / Documentation in the Cloud here:
*
Conclusion
Any final questions or comments you'd like to add?
*
Yes, one last comment or question.
No, that's everything! Let's move on to scheduling the Onboarding Call.
What final question(s) or comment(s) would you like to add?*
*
Book a Strategy Session Call
The 1st Step for New Clients Is a FREE Strategy Session Call With Our Team
Enter your info below to start the process
Download the "Encyclopedia" as a PDF
Enter Your Name & Email to Get Free Instant Access
LEARN MORE: Instant Access to Features, Pricing, & a Bonus Gift
LEARN MORE: The
"REVAS Method"
Masterclass Bundle
