Question 1

How is a TC different from an assistant?

Accepted Answer

An assistant primarily supports the agent, while a transaction coordinator supports the transaction itself.

An assistant’s role is typically shaped by the agent’s individual systems, workflows, and daily requests. They are trained by the agent and carry out tasks as assigned, based on the agent’s priorities.

A transaction coordinator brings established experience, formal training, and proven, plug-and-play systems to the process. Their work is structured around contractual timelines, compliance requirements, and transaction milestones rather than ad hoc requests. Agent requests are evaluated within that framework to ensure each file remains organized, compliant, and on track from contract to close.

Question 2

Do you carry your own Errors & Omissions insurance?

Accepted Answer

Yes. Our company maintains its own Errors & Omissions insurance policy specifically covering the transaction coordination services we provide. This policy is an important part of our risk management framework and reflects our commitment to accountability, compliance, and professional standards.

An agent’s or brokerage’s Errors & Omissions insurance typically covers the agent and brokerage only and does not extend to independent service providers involved in a transaction. By carrying our own E&O insurance, we provide an added layer of protection and assurance for the work we perform, helping safeguard the transaction and all parties involved.

Question 3

What systems or platforms do you use?

Accepted Answer

Our team utilizes AFrame to manage all transactions and gives agents and clients dedicated portals for 24/7 access. Included in our services is management and processing of files on the broker required compliance platforms including Skyslope, DocuSign Rooms, Command, Home Desk, SIDE app, REAL, and more!

Question 4

I’m not working with an agent or brokerage. Can you still provide documents or help with my file?

Accepted Answer

No. Our services are provided exclusively under the direction and supervision of a licensed real estate agent and brokerage. The California Association of REALTORS® form licensing agreement does not allow us to share or prepare C.A.R. forms without the involvement of a licensed agent or broker.

Additionally, our Errors & Omissions insurance covers services performed in coordination with an agent and brokerage only. For these reasons, we are unable to assist on files where an agent or brokerage is not involved.

That said, we are happy to provide referrals to professionals or transaction coordinators who offer services designed for unrepresented parties, when appropriate.

FAQ

Protecting Your Businesss, Powering Your Growth

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FAQ

Protecting Your Businesss, Powering Your Growth

Send us a message and we’ll get back to you shortly.

Send us a message  and we’ll get back to you shortly.