OUR SERVICES

What You Need, When You Need it.

Transaction Coordination

We manage the administrative tasks associated with your real estate transactions, ensuring a seamless experience for both buyers and sellers through meticulous attention to detail.

CTS Transaction Coordination Package

INTAKE TASKS

Review the contract for completeness and pursue necessary parties for outstanding initials, signatures and dates.
Send agent an email outlining important dates and contact all parties involved in the transaction including the lender, title company, client and co-op agent; introduce myself and request that all paperwork and communications related to the transaction flow through me.
Add all dates to your digital calendar.
Establish file in your Broker system of record, upload documents and contact information.

CONTRACT MANAGEMENT

Coordinate the timely satisfaction and removal of all contingencies and keep you informed of the progress, including ordering HOA/Condo Docs.
Weekly lender check in and more frequently when necessary.
Coordinate inspections with you, the inspector, the Buyer and the co-op.
On-going system of record maintenance as documents are submitted, changes are made via amendment, and we work through the transaction process.
For Buyers: Collect 2nd Deposit check from Buyer and forward to listing agent.
For Sellers: order payoffs and tax, water & sewer certs.
Send detailed email requesting home warranty selection and follow up until selection is made.

PRE-CLOSING

Provide clients with reminders to connect or disconnect all necessary utilities and to secure homeowner’s insurance.
Verify loan commitment with client’s lender, provide copies and notify you of any problems in underwriting.
Order and review the title report. Notify you of any issues and help to resolve.
Schedule final walkthrough and closing with your clients, the title company and you.

POST CLOSING

Obtain final signed closing disclosures and upload to your system of record.
Provide a congratulatory letter to your buyer(s) or a thank you letter to your seller(s) prompting them to leave a review for you with clickable links.
Design Just Sold postcards and send out to the demographic of your choice (postage paid separately).
Add client to your contact database with new address and email to be added to your past client drip campaign.

Listing Management

Let the Casen Transaction Services listing team take the stress off your plate and bring your listing to life with care and precision! With our 48-hour guarantee, you’ll have everything you need to showcase your property, including a beautifully designed property brochure, eye-catching social media posts, a one-page flyer, an e-blast, and Just Listed postcards—created and sent seamlessly!

CTS Listing Management Package

BACK OFFICE SUPPORT

Enter listing into your Broker System of Record.
Enter listing into MLS.
Order property photography using your preferred vendor.
Coordinate virtual tour appointment if service is separate from the photography session.
Professional Copy for MLS & Advertising.

MARKETING

Create a full property brochure, branded with your logo and agent information, one-time fee of $50.
Create one page flyer also branded with your logo and agent information.
Post to agent's social media platforms with branded custom images.
Verify the listing on Zillow.
Enhance the listing on Realtor.com
Add/Update property on agent's website.
Design Just Listed Postcards (postage & printing fee separate).

CLIENT SUPPORT

Send Welcome/Intro Letter to Seller.
Act as single point of contact for any questions or concerns.
Obtain/Request utility averages from the client.

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