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Khened

Virtual Transaction Coordination Support for a Real Estate Brokerage

Client Background

Our client is a seasoned Realtor with over 21 years of industry experience and more than 11 years as a Broker Owner, serving Colorado’s real estate market. Known for her deep local expertise and client-first approach, she guides buyers and sellers through the transaction process with clarity and confidence. Customer service is central to her philosophy, reflected in her mission: Create. Educate. Listen. Serve.

As one of Denver’s top-producing Broker Owners, she has extensive experience handling residential transactions across Colorado, including traditional sales, REOs, and short sales. Her dedication, persistence, and integrity ensure sellers maximize value while buyers find the right property at the best possible price, consistently delivering a high standard of service and results.

The Challenge

The brokerage faced several pressing operational challenges:

High Administrative Workload: Agents were spending too much time on contract paperwork, follow-ups, deadlines, and compliance - duties that slowed down deal closings and limited focus on sales and client relations.
Missed or Overlooked Deadlines: Without dedicated support, crucial dates (inspections, financing contingencies, escrow deadlines) were at risk of being missed, leading to deal delays.
Fragmented Communication: Coordinating between buyers, sellers, title companies, lenders, and legal professionals became time-consuming and prone to errors without streamlined processes.
Limited Scalability: The team could not take on more deals without risking burnout or inefficiency due to the volume of paperwork and coordination tasks.
Our Solution

To solve these challenges, the client engaged a dedicated Virtual Assistant (VA) as a Transaction Coordinator (TC) to take over core transaction administration and coordination duties. This remote support role was designed to handle the end-to-end transaction process from contract acceptance through to closing.

Core responsibilities included:

Contract & Documentation Management: Uploading, organizing, and verifying all transaction documents to ensure completeness and compliance with real estate standards.
Deadline Tracking: Monitoring key dates such as inspection windows, financing contingencies, appraisal deadlines, and closing dates to ensure nothing was missed.
Communication Liaison: Acting as the central point of contact with clients, agents, escrow/title officers, lenders, and attorneys to keep all parties informed and aligned.
Coordination & Follow-Up: Scheduling inspections, appraisals, walk-throughs, and ensuring required signatures and forms were submitted on time.
System & CRM Updates: Maintaining accurate transaction records in the brokerage’s CRM and file management systems to ensure data accuracy and future accessibility.
Results

With the Virtual Assistant serving as a Transaction Coordinator, the brokerage experienced meaningful operational improvements:

Increased Operational Efficiency: The team was freed from transactional administrative work, letting agents prioritize client relations, lead generation, and closing deals.
More Reliable Deadline Management: With a structured follow-up process, the brokerage saw fewer delays, missed milestones, and last-minute scrambling, resulting in smoother transaction flows.
Enhanced Client Satisfaction: Buyers and sellers received timely updates and clear communication throughout the transaction, helping build trust and improve overall client experience.
Scalability Without Overhead: The brokerage was able to handle more transactions without adding full-time in-house staff, keeping costs predictable while supporting growth.

By integrating a Virtual Assistant trained as a Transaction Coordinator into their workflow, the real estate brokerage streamlined its transaction processes, improved communication and compliance, and created space for strategic focus on client acquisition and business growth. This case underscores the value of remote operational support in real estate, where precision, timing, and coordination are key to successful deal closures.