
Closed
Posted
Paid on delivery
A Transaction Coordinator (TC) ensures wholesale real estate deals move smoothly from contract to close. This guide outlines a step-by-step TC process, essential tools, and a glossary for newcomers to real estate. Core Role of a Transaction Coordinator • Collect and organize executed documents (PSA, assignment, addenda, disclosures). • Open title and track progress with title company. • Communicate daily with all parties involved. • Track key milestones (EMD, inspection, assignment, closing). • Prevent last-minute issues such as missing signatures or liens. Step-by-Step Transaction Coordination Workflow 1. Deal Submission: Collect PSA, assignment, seller and buyer contact info, and EMD details. 2. Open Title: Send contract to title, confirm file number, and CC all parties. 3. Title Review: Check for liens, judgments, tax or water balances, and municipal requirements. 4. Buyer Coordination: Confirm EMD, proof of funds, assignment fee, and closing cost allocation. 5. Seller Coordination: Maintain seller communication, schedule signing, and handle U&O; or meter readings. 6. Pre-Closing: Review HUD/CD, confirm assignment fee and wire instructions. 7. Closing & Post-Close: Confirm wire received, collect final HUD, and record deal metrics. Tools and Systems That Help • CRM (REsimpli, Podio, etc.) for pipeline management. • Slack or ClickUp for communication and task tracking. • Google Sheets or Excel for title status tracking. • Email templates for title, seller, and buyer updates. • Zapier automations for Slack and CRM notifications.
Project ID: 40191779
43 proposals
Remote project
Active 2 mos ago
Set your budget and timeframe
Get paid for your work
Outline your proposal
It's free to sign up and bid on jobs
43 freelancers are bidding on average $467 USD for this job

Hello, I'm Mirza Muhammad, team lead at Live Experts, and my collective experience in various fields of engineering and development aligns seamlessly with the responsibilities of a Transaction Coordinator. Through my adept knowledge of project management and email handling, I can effectively manage the end-to-end process of your wholesale real estate deals, ensuring a smooth transition from contract to close. Not only am I efficient in managing crucial milestones like EMD and closing, but our team also has an exceptional understanding of tools like REsimpli and Podio for pipeline management. We understand the significance of CRM systems like these, Google Sheets for title tracking, as well as communication platforms like Slack for keeping everyone involved in sync. Moreover, our data analysis prowess implies that your deals will always be in safe hands—our skills with SPSS and R programming are excellent for deal metrics you mentioned. Rest assured, choosing Live Experts means ensuring top-notch professional service tailored perfectly to your needs. Contact us today to discuss your project in detail, let’s make those wholesale real estate transactions easier together! Thanks!
$750 USD in 6 days
5.8
5.8

As an expert in both CRM and project management, my skills are perfectly aligned with the core needs of a transaction coordinator. I fully understand the importance of a streamlined process, efficient communication and data organization - key elements for a successful wholesale real estate deal. My proficiency in tools like REsimpli and Zapier will not only keep track of the deals but also automate tasks for quick follow-ups and updates. Drawing from my past projects in diverse domains, my ability to utilize crucial tools such as ClickUp for task tracking, Google Sheets/Excel for title status tracking, designing email templates and using automations like those in Slack will significantly enhance your wholesale real estate process. Additionally, my experience with PHP, Python/Django, and other frontend & backend technologies means I have the flexibility to adapt to any system or tool you might already be using. Ultimately, as a developer who has brought countless projects to life before - from CRM systems to mobile apps - I am confident that my blend of technical expertise and creative problem-solving will make me the best fit for your project. Let's connect and bring your wholesale real estate transactions into a future-proof digital era! With Regards!
$750 USD in 7 days
4.9
4.9

Hi, I am excited about the opportunity to serve as your Transaction Coordinator for wholesale real estate deals. With over 7 years of experience in project management and extensive knowledge of real estate processes, I am well-equipped to ensure every deal moves smoothly from contract to close. My skills in CRM tools like REsimpli and experience in handling document organization, daily communications, and milestone tracking will guarantee a seamless workflow. I am ready to start quickly and ensure that no detail is overlooked. Best regards, Andrii
$500 USD in 2 days
4.0
4.0

Hello! I understand you're looking for a reliable Transaction Coordinator to ensure your wholesale real estate deals run seamlessly from contract to close. With over five years of experience in real estate transactions, I've successfully managed similar projects, ensuring smooth communication and precise documentation management, resulting in a 98% on-time closing rate. ✅My Plan • Collect and organize all executed documents (PSA, assignment, etc.) efficiently. • Open title promptly and maintain close communication with the title company. • Track all key milestones to prevent last-minute issues. • Use tools like Slack for real-time updates and Google Sheets for meticulous tracking. • Ensure proactive communication with all parties involved throughout the process. What specific tools do you currently use, and is there a preferred method for tracking progress on transactions? Best regards, Hongqiang Chen
$675 USD in 3 days
3.1
3.1

With over 5 years of experience in web development and proficiency in Node.js, React, PHP, Excel automation, and accounting software, I am confident in my ability to efficiently handle the role of a Transaction Coordinator for your wholesale real estate deals. I excel in collecting and organizing documents, tracking key milestones, and preventing last-minute issues. My step-by-step process and use of essential tools such as CRM systems and automation software will ensure a smooth workflow from deal submission to post-close. Let me take the lead in coordinating your transactions and delivering successful results.
$395 USD in 7 days
3.1
3.1

Hi there, I'm excited about the opportunity to serve as your Transaction Coordinator, ensuring your wholesale real estate deals progress seamlessly. With my experience in managing real estate transactions and proficiency in tools like CRM systems and communication platforms, I am equipped to streamline the entire process for you. I will meticulously handle document collection, maintain daily communication with all parties, and track critical milestones to prevent any last-minute issues. Let's discuss how I can contribute to your success!
$500 USD in 1 day
2.5
2.5

Hello Eric, I hope this message finds you well. I am genuinely excited about the opportunity to work on your Wholesale Real Estate Transaction Coordinator project. With a solid background in project management and real estate management, I understand the critical role a Transaction Coordinator plays in ensuring seamless real estate transactions from contract to close. My experience has equipped me with the essential skills in CRM systems, compliance, and time management to efficiently handle all aspects of transaction coordination. I am adept at organizing and collecting executed documents, maintaining clear communication with all parties, and tracking key milestones to prevent any last-minute issues. My approach is structured yet adaptable, ensuring each transaction is handled with precision and care. I propose implementing a streamlined workflow that includes tools such as CRM systems for pipeline management, Slack or ClickUp for effective communication, and Google Sheets for tracking title status. These tools, along with customized email templates and Zapier automations, will enhance communication and efficiency, ensuring every deal progresses smoothly. I am confident in my ability to manage these processes effectively and contribute positively to your operations. I am ready to start immediately to bring these solutions to life and support your business needs. Thank you for considering my proposal. I look forward to the possibility of working together. Best Regards, George M.
$250 USD in 10 days
2.4
2.4

Hello there, I reviewed your project Wholesale Real Estate Transaction Coordinator and understood the requirements at a high level. I focus on delivering clear, stable, and maintainable solutions aligned with the actual scope, I can work with Project Management, CRM, Real Estate and follow a clean development process with proper structure and error handling. If this aligns with what you’re looking for, please come to chat to discuss further. Best regards
$250 USD in 7 days
3.0
3.0

Hey , I just finished reading the job description and I see you are looking for someone experienced in Email Handling, Project Management, Real Estate, Real Estate Management, Compliance, Time Management and CRM. This is something I can do. Please review my profile to confirm that I have great experience working with these tech stacks. While I have few questions: 1. These are all the requirements? If not, Please share more detailed requirements. 2. Do you currently have anything done for the job or it has to be done from scratch? 3. What is the timeline to get this done? Why Choose Me? 1. I have done more than 250 major projects. 2. I have not received a single bad feedback since the last 5-6 years. 3. You will find 5 star feedback on the last 100+ major projects which shows my clients are happy with my work. Timings: 9am - 9pm Eastern Time (I work as a full time freelancer) I will share with you my recent work in the private chat due to privacy concerns! Please start the chat to discuss it further. Regards, Syed.
$250 USD in 4 days
0.0
0.0

Hi there, I’m excited about your Wholesale Real Estate Transaction Coordinator project and confident I can help streamline every step from contract to close. With extensive experience in real estate coordination, compliance, and CRM management, I’ll ensure all documents like PSA and assignments are meticulously organized, maintain constant communication with all parties, and proactively track key milestones like EMD and inspections to prevent last-minute issues. Using tools such as Podio, Slack, and Google Sheets, I will optimize communication and task tracking to keep deals moving smoothly. I propose starting immediately with a detailed workflow setup to ensure timely closings and will provide daily updates throughout the process. I look forward to partnering with you. What CRM system are you currently using, and are there specific automation tools you prefer for notifications? Thanks, Roshan
$550 USD in 10 days
0.0
0.0

Hi, there, I noticed you’re looking to streamline wholesale real estate transaction coordination using tools like CRM systems, Slack or ClickUp, and Google Sheets. I have 7+ years of experience in project and real estate management systems and have mastered the integration of CRMs with automated communication workflows. In a recent project, I developed a transaction management system that automated document tracking and milestone reminders, reducing last-minute errors by 35%. ✅I will start by centralizing all contract and deal documents in a CRM suitable for wholesale real estate. ✅Next, I will set up seamless communication channels via Slack or ClickUp integrated with automated notifications. ✅I will build customized title tracking spreadsheets linked to live data for continuous status updates. ✅Email templates will be crafted for consistent and compliant communication with all parties. ✅Finally, I will implement Zapier workflows to automate alerts and task updates between your CRM and communication tools, ensuring no key milestone is missed. Quick question: How many concurrent transactions do you typically manage, and what volume of data should the system comfortably handle? I look forward to working with you. Best Regards, Rosita Iniesta.
$300 USD in 7 days
0.0
0.0

I’ve reviewed your project and I can help streamline your wholesale real estate deals with a well-organized Transaction Coordinator process. By implementing essential tools and a defined workflow, I ensure smooth communication and tracking of key milestones. I focus on efficient deal submission, thorough title reviews, and proactive coordination with all parties involved. Let's leverage tools like CRM, Slack, and Google Sheets to enhance productivity. With clear communication and efficient systems in place, your real estate transactions will move seamlessly from contract to close. Looking forward to discussing your requirements. Best regards, Eli Tanenbaum.
$550 USD in 14 days
0.0
0.0

Hi, I see that you're looking for a Transaction Coordinator to streamline wholesale real estate deals from contract to close. This process is crucial for ensuring all parties are aligned and potential issues are mitigated. With over five years of experience in real estate transaction coordination, I've successfully managed numerous wholesale deals, ensuring seamless transitions and timely closings. I have a proven track record of maintaining communication across parties and addressing issues proactively—leading to smoother transactions and satisfied clients. ✅ My Plan: - Collect and organize all executed documents ensuring nothing is overlooked. - Open title and effectively communicate progress with the title company. - Daily updates to all parties to keep everyone informed. - Track milestones like EMD, inspections, and closings meticulously. - Prevent last-minute issues by thorough checks and clear communication. To ensure I meet your exact needs, how do you currently track the progress of transactions? What tools are you currently using for this process? Best regards, Osama Khan
$700 USD in 5 days
0.0
0.0

Hi, how are you? I’ve worked closely with wholesale real estate teams to design and run transaction coordination workflows that take deals from executed contract to close without surprises. I understand the real need here is consistency and control: making sure documents, title, buyers, sellers, and deadlines are all tracked so nothing slips at the last minute. I can help you refine this TC process into a clear, repeatable system with checklists, templates, and tool setups that a new coordinator can follow confidently from day one. Let's discuss your project in detail. Thank you.
$500 USD in 7 days
0.0
0.0

Hello Eric, Thank you for outlining your needs for a Wholesale Real Estate Transaction Coordinator. I understand how critical it is to keep wholesale deals moving seamlessly from contract to close, ensuring every document, milestone, and communication is handled with precision. With several years of experience in real estate management and project coordination, I am well-versed in managing contracts, liaising with title companies, and providing daily updates to all stakeholders. My expertise includes using CRMs like REsimpli and Podio, leveraging tools such as Slack and ClickUp for communications, and implementing efficient tracking systems to monitor title status and key deadlines. For your project, I will systematically collect and organize all executed documents, open and track title progress, and proactively coordinate with buyers and sellers to ensure every requirement is met ahead of schedule. My commitment to compliance and attention to detail will help prevent last-minute issues, such as missing signatures or unresolved liens. I use custom email templates and automated workflows to keep all parties informed and engaged throughout the process. I am available to start immediately and ready to adapt to your preferred systems and workflow. Looking forward to the opportunity to support your team and contribute to the successful closing of your wholesale transactions.
$250 USD in 10 days
0.0
0.0

Hello Dear, I am a senior developer with experience automating and managing real estate transaction workflows, including wholesale deals and coordination systems. ✔ Expertise in CRM tools like REsimpli and Podio for pipeline and task management ✔ Skilled creating automated workflows with Slack, ClickUp, Google Sheets, and Zapier ✔ Strong experience tracking title progress, milestones, and documentation for real estate transactions ✔ Proficient building step-by-step systems to prevent last-minute errors and ensure smooth closings Previous projects include implementing end-to-end automation for wholesale real estate pipelines, from PSA collection to post-closing metrics. I will provide a fully organized transaction coordination system with automated updates, milestone tracking, and clear workflow documentation. Send me message to discuss in detail. Thank you.
$250 USD in 7 days
0.0
0.0

Dear client, I extend a warm welcome and invite you to explore the best terms of service tailored to meet your needs on your project" Wholesale Real Estate Transaction Coordinator ". Feel free to engage in negotiations for a more favorable arrangement. Rest assured, my commitment is to deliver comprehensive, detailed, exceptional, and high-quality results well before your specified deadline. Looking forward to the possibility of working together and exceeding your expectations. Thanks.
$600 USD in 3 days
0.0
0.0

Hello, With my extensive experience in full-stack and smart contract engineering, I am thrilled to offer my services as your Wholesale Real Estate Transaction Coordinator. Over the past eight years, I have honed my skills in project management and customer relationship management systems, which will be invaluable for efficiently tracking deals from contract to close. Specifically, I am well-versed in working with CRM systems like REsimpli and Podio for pipeline management. Additionally, proficient with communication and task tracking tools like Slack or ClickUp, I can ensure seamless daily communication with all relevant parties involved in the transactions. My ability to leverage automation tools like Zapier for streamlined workflows can further prevent any last-minute hiccups that may arise. Lastly, my strong track record in shipping efficient and reliable systems ensures a high level of organization throughout the transaction cycle. From collecting and organizing documents to tracking key milestones and reviewing titles for liens or balances, I prioritize attention to detail and clear communications to iron out potential issues before they escalate. Let's team up - together we'll make sure your wholesale real estate deals not only run smoothly but also give you a competitive advantage in the market! Thanks!
$555 USD in 7 days
0.0
0.0

Hey , I just finished reading the job description and I see you are looking for someone experienced in Project Management, Real Estate Management, Email Handling, Compliance, CRM, Real Estate and Time Management. This is something I can do. Please review my profile to confirm that I have great experience working with these tech stacks. While I have few questions: 1. These are all the requirements? If not, Please share more detailed requirements. 2. Do you currently have anything done for the job or it has to be done from scratch? 3. What is the timeline to get this done? Why Choose Me? 1. I have done more than 250 major projects. 2. I have not received a single bad feedback since the last 5-6 years. 3. You will find 5 star feedback on the last 100+ major projects which shows my clients are happy with my work. Timings: 9am - 9pm Eastern Time (I work as a full time freelancer) I will share with you my recent work in the private chat due to privacy concerns! Please start the chat to discuss it further. Regards, Adil.
$250 USD in 2 days
1.7
1.7

If you're looking for someone who can actually deliver results - not just promises - this proposal will be worth 60 seconds of your time. I can solve the exact problem you described – managing wholesale real estate transactions smoothly from contract to close. I understand your need for a clean, professional, and user-friendly process that ensures seamless communication and integrated task tracking. I offer expert transaction coordination, utilizing CRM tools like REsimpli and Podio, automated workflows with Zapier, and organized document and milestone management. While I am new to freelancer, I have tons of experience and have done other projects off site. Let's move forward and turn this into a successful project. Regards, Nadia Du Preez
$550 USD in 14 days
0.0
0.0

Broomall, United States
Member since Jan 30, 2026
$250-750 USD
$2-8 USD / hour
$30-250 USD
$10-30 USD
$15-25 USD / hour
₹1500-12500 INR
$30-250 CAD
$750-1500 AUD
€250-750 EUR
$10-500 USD
$30-250 USD
$2-8 USD / hour
$15-25 USD / hour
€6-12 EUR / hour
$15-25 USD / hour
₹750-1250 INR / hour
₹600-1500 INR
$2-5 USD / hour
€12-18 EUR / hour
$30-250 USD
$750-1500 USD