Transaction Manager (Licensed Transaction Coordinator)

Transaction Manager (Online Self-Paced Course)

In this course, I will discuss, explain and inform you of the role of a Transaction Manager (TM). I will go more in depth about the tasks and duties of the TM. The TM use their license & operates more in the capacity of a Broker/Agent.

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REVIEW THE COURSE CURRICULUM LISTED BELOW

When you purchase the Transaction Manager's course you will also receive the majority of the lessons, checklists and data discussed in the "Transaction Coordinator's" course. A 2nd gift in purchasing the Transaction Manager's course is the "Negotiation Process" course is also included in the Transaction Manager's course. The "Negotiation Process" course will give you ideas and insights on how to possibly negotiate. {{PLEASE NOTE:}} There is no continuing education credit for this course because it is not a real estate C.E. course. However, the GREAT news is, you will receive a course certificate from the Administrative Academy upon completion.

1. Before we begin...
2. Instructor's Contact Information: If you have question while taking the course.
1. Introduction
1. 2A: Summary of a Few Real Estate Admin Positions
1. Section 3A-3B: Do you identify as a Transaction Coordinator?
2. 3B: Transaction Manager's Purpose
1. 4: Software
1. 5: Attributes Discussed & Explained
1. 5A: Attributes Documented
1. 5B: Buyer Tasks
1. 5C: Seller Tasks
1. 6A: Transaction Coordinator
2. 6B: Transaction Manager
3. 6C: Transaction Coordinator Manager
4. 6D: Summary of differences
1. 7: How to confirm a document is compliant (on-the-job training).
1. Possible Required Documents
1. CRM
1. 10A: Interpretation of an e-signing tool.
2. 10B: Using an e-signing Tool (On-the-job Training)
1. Section 11: May Not
2. Section 12: May
1. 13A: Before Scheduling Inspections
2. 13B: The inspector may ask you a few questions
1. 14A: Inspections Discussion
2. 14B: SAMPLE of Home Inspection report
3. 14C: SAMPLE of Inspection Invoice
4. 14D: SAMPLE of where the home inspect invoice goes on the HUD/CD/ALTA
5. 14E: Documents Needed when Negotiating Repairs
6. 14F: Examples or Strategies when Negotiating
7. 14G: SAMPLE of the Repair List FORM
8. 14H: SAMPLE of the Agreement to amend the contract FORM
9. 14I: Checklist for After Repairs Have Been Negotiated
1. 15A: SAMPLE of an Appraisal Report
2. 15B: Examples or Strategies to renegotiate
3. 15C: Documents Needed when Negotiating
4. 15D: SAMPLE - Amendment to Contract
5. 15E: Checklist for After renegotiating Appraisal
1. 16A: What is Zipforms?
2. 16B: Reason for having this skill set?
1. Section 17: ShowingTime
1. Section 18: Lockbox, Electronic Key, Combo box
1. Information Video - "Why are introduction emails needed?"
2. 19A: Email script of an introduction phone call to the client
3. 19B: Introduction email #1
4. 19C: Introduction email #2
5. 19D: Introduction email #3
6. 19E: Request for Utility Providers - FROM SELLER
7. PRINT Email Templates
1. Information video: Checklists
2. A:
3. B:
4. C:
5. D:
6. E:
7. F:
8. G:
9. H:
10. I:
11. J:
12. K:
13. L:
14. PRINT Checklists
1. 21.A:
2. 21.B:
3. 21.C:
4. 21.D:
1. Home Inspection
2. Termite / Pest Inspection
3. Survey
1. Information Video - "weekly check-in"
2. Week One
3. Week Two
4. Week Three
5. Week Four A
6. Week Four B
7. Week Five
8. Week Six
9. Preliminary HUD/CD
1. To Buyer
2. To Seller
1. To Buyer
1. Information Video - "What are information sheets?"
2. #1
3. #2
4. #3
1. If your Agent Represents the Buyer
2. If Your Agent Represents the Seller
3. Representing the Seller BUT this goes to the Buyer's Agent
1. Information Video - "What do I need to know about the warranty?"
2. #1
3. #2
1. Information Video - "Utility Information"
2. To Seller
3. To Buyer's Agent
1. #1
2. #2
1. Preliminary CD or HUD Checklist
1. #1
1. Discussion & Example concerning amendments & addendums
1. HOAs
1. CC&Rs
1. Checklist to close out file

About this course

$349.00
106 lessons

FREE Preview

Welcome to the course!

Section 1: introduction

Section 2: Summary of some Real Estate Administrative Positions.

Section 3A-3B: Transaction Manager's Purpose and Identity.

Section 4: Software often used.

Section 5: Attributes & Characteristics of a TM.

Section 5A: Attributes Documented

Section 5B: Tasks to perform for a BUYER client (Duties & Responsibilities).

Section 5C: Tasks to perform for a SELLER client (Duties & Responsibilities)..

Section 6: What is the difference between a Transaction Coordinator, Transaction Manager & TC Manager?

Sections 7: How to Perform as a Transaction Manager

Section 8: Generalization of the documents needed for a sale to be compliant.

Section 9: CRMs

Section 10: e-signing Tools

Section 11 And 12: A Transaction Manager MAY and MAY NOT perform the following.

Section 13: Inspections (Before scheduling and Actually Scheduling).

Section 14: Negotiating Inspections.

Section 15: Appraisal and Re-negotiating an unsatisfactory Appraisal.

Section 16: ZipForms - Why do most Real Estate Professionals utilize this tool?

Section 17: ShowingTime

Section 18: Lockbox, Electronic Key, Combo box

Section 19: Email Templates

Section 20: NEEDED Checklists

Section 21: How to Gain Experience as a Transaction Manager

BONUS#1 CHECKLISTS: How to schedule...

BONUS#2: Weekly check-in with Loan Officer and Attorney/Title

BONUS#3: Email Templates (for client to start repair negotiations).

BONUS#4: Email Template (Reinspection).

BONUS#5: Email Templates (Information Sheet from the Attorney's Office or Title).

BONUS#6: Follow-up Email Templates (Due diligence check).

BONUS#7: Follow-up Emails for the "WARRANTY"

Bonus#8: Email Templates (Request for Utility Providers).

BONUS#9: Follow-up emails (Earnest money deposit and acknowledgement).

BONUS#10: Checklist to Review the Preliminary CD or HUD.

BONUS#11: Email Template - Scheduling a Re-inspection

BONUS#12: Amendments & Addendums

BONUS#13: Homeowners Associations

BONUS#14: Covenants, Conditions & Restrictions

BONUS#15: Checklist to confirm "ALL" systems & tasks are closed out (after closing).

About this course