Transaction Coordinator or Virtual Assistant?
Transaction Coordinator
Virtual Assistant
For the transaction.
For the business.
From contract to close, we manage the details, deadlines, documents, and communication that keep your transaction organized and moving toward closing.
Contract-to-close coordination
Deadline & contingency tracking
Lender & closing attorney communication
Transaction file organization
Brokerage compliance support
Closing coordination
Ongoing administrative & marketing support. From managing your inbox to social media curation and database updates, keeping your daily business operations running smoothly.
CRM & database management
Email & calendar management
Listing & administrative support
Client follow-up & database nurturing
Marketing & social media assistance
General day-to-day agent support
GET CONNECTED
OFFER PREPARATION
Get Started with TC
Ready to make an offer? Send us your offer terms and we’ll prepare the documents for your review.
New to SM2 Connect? Start here to set up your agent profile and choose between transaction coordination services, virtual assistant services or both.
SUBMIT A BINDING CONTRACT
Offer accepted? Send us your fully executed contract and we’ll coordinate the transaction from contract to close.
Full Service Transaction Support
Comprehensive Transaction Coordination
Offer Preparation
Preparing to make an offer? We assist with preparing the documents needed to get your offer ready for submission.
Deadline & Compliance Tracking
Once under contract, we track important dates, required documents, and transaction details to keep everything organized and on schedule.
Lender & Closer Communication
We coordinate communication with lenders and closing attorneys to help keep the transaction moving smoothly toward closing.
Brokerage Compliance Support
We organize and maintain transaction files to help ensure required documentation is complete and ready for brokerage review.
From transaction coordination to ongoing virtual assistant support, SM2 Connect handles the behind-the-scenes details so you can focus on your clients, closings, and growing your business.