BHHS Fox & Roach Pinnacle Transaction Concierge
A Premier Transaction Processing Service for You and Your Clients
Take the Smoothest Path to Settlement
Our Pinnacle Transaction Concierge service, formerly Transaction Assistant, is designed to get your transaction from contract to closing seamlessly, so you can give your seller or buyer an exceptional real estate experience from beginning to end.
When you take advantage of this convenient service, a trained and experienced Transaction Concierge takes care of transaction details and paperwork using our secure, confidential Document Transaction Room (DTR). The Transaction Concierge will communicate regularly with you, your client, and the other party, so you always know where your transaction stands. In the meantime, you’re free to build your business and do what you do best.
Your Transaction Concierge Will:
- Review all documents for completeness
- Complete Transmittal and Details page
- Enter/manage documents in DTR
- Input deadline dates in DTR task list and send automated reminders 24 hours before due date
- Send weekly task status updates to all parties
- Coordinate/schedule inspections, appraisals, settlement dates, etc.
- Follow up with title, lender, conveyancing, attorney and co-op agent on outstanding items and keep you informed
- For buyers, coordinate with the title company to receive the ALTA statement prior to settlement and prepare instructions to the Owner Agent if there are changes to sales price, commission, etc
You and Your Client Both Benefit
Concierge helps keep transactions organized and on track and keeps all parties informed Streamlined process for you and your client Secure document vault reduces risk of fraud No up-front costs—flat fee deducted from transaction commission Need help? Email VA1@foxroach.com
- Concierge helps keep transactions organized and on track and keeps all parties informed
- Streamlined process for you and your client
- Secure document vault reduces risk of fraud
- No up-front costs—flat fee deducted from transaction commission