Considering a Transaction Coordinator?

Here’s What It’s Like to Work Together

If you’re feeling overwhelmed with timelines, paperwork, or compliance details. You’re not alone. This guide gives you a clear look at what it’s like to work with Streamline Realty Transactions so you can decide if we’re the right fit before getting started.

What We’ll Cover in Our Onboarding Meeting

We’ll walk through everything you need to know before we begin:

  • What you can expect from our working relationship

  • How to access your personalized Agent Portal

  • Payment details and options

  • Any questions you’d like to ask before moving forward

The goal is to make sure everything is clear from the start without confusion or surprises later.

What You’ll Still Own (The “3 + 1” Rule)

From contract to close, there are about 100 steps in a typical transaction. I handle the majority, but there are a few things only you can do.

Here’s what stays with you:

  • Negotiations – You’ll handle all negotiation-related communication.

  • Drafting Contracts – You prepare contracts and disclosures; I’ll manage the signature process.

  • Client Advice – You guide your client on anything related to contingencies, timelines, or inspections.

  • +1: Sense of Urgency –
    I process all email requests received by 2:00 PM, Monday–Friday, on the same business day.
    Anything after that is processed the next business day. If something is urgent, you are welcome to own that urgency and handle it directly.

How to Start a New File

When you’re ready to submit a new transaction, here’s what I’ll need:

  • File Submission Form
    You’ll answer three questions to help us stay organized:

What’s missing?

When do you expect those items?

Who should follow up?

  • Documents
    Upload files through the form, email them, or share access to platforms like Dotloop or Command.

  • Contact Info
    Please include names, emails, phone numbers, and roles for everyone involved — lender, escrow, co-op agent, etc.

Once everything is received, I’ll begin working on the file. If something’s missing, I’ll pause until it’s complete so nothing slips through the cracks.

What Happens Next

After you submit everything:

  • I’ll review the file and confirm it’s complete

  • I’ll set up key dates and compliance tasks

  • I’ll loop in all parties and begin managing the timeline

You’ll always know what stage we’re in, and I’ll follow up if anything is needed from your side.

Communication Guidelines

Keeping things simple and efficient helps both of us work better. Here’s what works best:

  • Email is required for all file requests
    If you need something completed, please email it. Texts and calls are welcome for quick updates or check-ins, but file-related tasks must come through email so nothing gets missed.

  • Clear voicemails help keep things moving
    If you call and I miss it, please leave a message with the details. Messages like “Call me” or “Quick question” can create delays. Clear communication helps me support you faster.

If You Send a Vague Message

No worries — I know how fast things move in this business.
If I get a short or unclear message like “what’s going on with the file?” or “call me,” I’ll follow up with a quick reminder to email the details so I can take action right away.

It’s a small step that helps us stay aligned and keep things running smoothly.

Work Hours + Turnaround Time

  • Business hours: Monday–Friday, 9:00 AM to 5:00 PM

  • Cutoff for same-day processing: 2:00 PM

  • Any requests received after 2:00 PM will be processed the next business day.

This structure allows me to give every file the attention it deserves while still creating space to support all of my clients effectively.

Keeping Everyone in the Loop

For status updates like loans, inspections, or appraisals:

  • I’ll include all relevant parties (co-op agent, lender, escrow, etc.)

  • Your client will be BCC’d when appropriate

  • Once updates come in, I’ll send a clear summary to keep everyone aligned

If something requires your response, I’ll send a quick text letting you know to check your email.

Optional: Get a Head Start

If you’re ready to move forward, you can fill out the onboarding form before we meet:
Start the Form →

What you’ll need:

  • Broker and compliance manager contact info

  • Your license number and expiration date

  • Optional: headshot, logo, preferred vendor list

  • You’ll also create a free Airtable account to access your Agent Portal

Payment Details

  • Invoices are sent the next business day after closing

  • You can pay by Venmo or credit card

  • Payment is due within 10 calendar days

  • If payment hasn’t been received by day 10, the card on file will be charged

  • A 5% processing fee applies to credit card payments

This allows us to keep things simple and timely, without follow-up emails or reminders.

What It’s Like When Things Are Working

The agents I partner with often say:

  • “I finally feel like I’m not doing this all alone.”

  • “I’m less in the weeds and more present with my clients.”

  • “This is the kind of support that helps me grow and still have a life.”

If you want to spend less time chasing paperwork and more time focusing on what matters most in your business, you’re in the right place.

Questions Before We Meet?

I want you to feel good about how this partnership works. Whether it’s the right fit, feel free to reach out if you need clarity on anything before we connect.