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Why Hire A Transaction Coordinator?

Most agents get bogged down and “in the weeds” of transaction management, which stunts the growth and scalability of your business.

Imagine doing everything that it takes to get a property or properties under contract, only to have your business-generating activities (prospecting, buyer showings, and listing appointments) halted because you are too busy with the current closing details.

A Transaction Coordinator handles these details, from Contract to Closing, so that you can continue to focus on the high-value, business-building activities.

A Transaction Coordinator is an integral part of Top Producer’s and Top Producing Team’s Business Plans and ability to scale effectively.

Why Choose Us?

We Brand Ourselves As Part of YOUR Team

We brand ourselves as part of YOUR team and use our AmeriTeam Realty emails for communication, so your customers never have to wonder who they are dealing with. You can simply say, “My Transaction Coordinator will get with you shortly” and let us take it from there!

Experience, Trusted, & $99

We are a Trusted Vendor with AmeriTeam Realty and give AmeriTeam Agents Priority and an amazing $99 Deal! Our Transaction Coordinators are experienced, have access to the AmeriTeam Compliance Systems, and are diligent about moving your transaction along. Oh! And it’s only $99 per Transaction!

Under The Hood

My Jazzy Assistant LLC provides our services under the dba “AmeriTeam Transaction Management” (ATM) which is owned, operated, and managed by Terry Barnett, a permanent member of our AmeriTeam Family & Staff.

We also utilize future and current agents as well as other virtual assistants as necessary to adjust staffing levels as needed.

Agent Getting Started Video

Other Popular Services Agents Might Be Interested In

Write an Offer for Agent's Review - $99 - CLICK HERE FOR EASY ORDER

Service Includes - Create Dotloop File, Assemble Required Docs, Add Contacts, Collect Basic Info, Complete Forms, Submit to Agent for Review Note: Additional work on file will be billed separately (if applicable) i.e. revisions, research, etc.

Assemble Listing Package for Agent’s Review - $99

Service Includes - Create Dotloop File, Assemble Required Docs, Add Contacts, Collect Basic Info, Complete Forms, Submit to Agent for Review Note: Additional work on file will be billed separately (if applicable) i.e. revisions, research, etc.

Listing Input + for Agent Review - $99

Service Includes: Basic Information Retrieval, Data Entry into MLS, Picture Upload with Basic Descriptions, Writing Basic Public Remarks (with AI Assist), Driving Directions, Quality Control Review, 1 Round of Review & Updates (prior to going Active). Agent must provide enough information to meet MLS compliance guidelines. Usual turnaround is 24-48 hours, but may change with Agent delays and inadequate information. Note: Edits after Active are additional @ the currently billable rate.

Research & Valuation for Agent Review - $99

Service Includes: - Creating Dotloop File, Collecting Data from Several Sources and compiling them into your folder, Providing valuation estimates from several sources and providing a potential estimate. Note: We can only provided information for properties that have information (i.e. some new construction homes may not have enough information for us to provide and we do not go to the site.

Support / Contact Us

Note: Email is always the best and preferred way to contact us.

Email Us (Preferred): atm@ameriteamrealty.com

Schedule An Appointment for a Call Back (Click to Open)

Call/Text Us (Leave A Detailed Message): (352) 641-4441

For An Emergency, Issue, or No Response from the above:

Contact Terry Barnett directly:

Email: terry.barnett@ameriteamrealty.com

Mobile: 352-325-5506

By using our services, you agree to the following Policies, and pricing.

TC Tasks

• Handle closing documents, securely
  
• Keep everyone informed - An introduction email will be sent providing deadlines and a copy of the executed contract to the Listing Agent, Buyers Agent, Buyer/Seller - (Your client as appropriate) Lender, and Title Company
  
• Ensure everything is fully executed with proper dates, initials, signatures, and broker information is completed and reach out for corrections as necessary, and monitor compliance with the contract
  

ALA CARTE SERVICES

• Pre-Listing Management
  
• Email Management
  
• Lead Follow Up
  
• Social Media Management*
  
• Basic Bookkeeping
  
• Flyer/Brochure Design
  
• Data Entry
  
• Client Concierge
  
• Website updating/blog posting
  

*We have also run the AmeriTeam Marketing Program (AMP) with deals on Social Media Marketing - you might be interested in taking advantage of both the FREE and paid service there.

Billing and Payment

In the event we are not paid directly by Escrow, the agent agrees to pay us directly within 3 working days of closing. Invoices will be sent via email.

Confidentiality

Your confidentiality and privacy are of the utmost importance to us. No information will be divulged to third parties about your business. Additional info about this is outlined in our services contract.

Requirements to begin work with the agent on Transactions:

For us to begin work on your files, an agent must submit all the following:

• Executed Contract
  
• List of all documents needed for compliance (Unless this has already been established)
  
• Is the agent representing the buyer or seller?
  
• Client name, phone, & email
  
• Lender name, phone & email
  
• Title and Escrow Contact name, email, and phone
  

Hours of operation: Monday through Friday 9-5 PM EST. Weekends on a case-by-case basis with a fee to be determined ahead of time.

Transaction Fees / Fee Schedule (Exclusive AmeriTeam Realty Benefit)

• Buyer Side: $300 $99 AmeriTeam Exclusive Price*
  
• Seller Side: $400 $99 AmeriTeam Exclusive Price*
  
• Both Sides: $700 $198 AmeriTeam Exclusive Price*
  
• Special Project Work: $25 to $100.00 per hour depending on the level - retainer estimate required upfront, balance paid upon completion.
  
• $25/hr - Basic Services/Virtual
  
• $50/hr - Premium Services Focused, Talent
  
• $100/hr - Advanced/Onsite
  
• TC Services are to be paid up at closing or within 3 days of the original closing date even if the deal doesn’t close.
  

*FREE For Qualifying Top Producers and Platinum Leads Program Participants. AmeriTeam will cover your Transaction fee for you if you are a Top Producer at AmeriTeam. (Check with AmeriTeam about Qualifications for a "Top Producer")

Working with Us

We work on the tasks we’ve agreed upon upfront. By submitting a transaction to us, you are agreeing to pay the agreed-upon fee(s). If you require additional tasks done, this is to be added on the front end of the transaction, and additional fees may be included and agreed upon by both parties.

Primary Systems

• ATM App - for New Agent Onboarding and New Transaction Submission
  
• Dotloop - for Transaction Management (This is AmeriTeam's Compliance System). Note: We can also use Transaction Desk, Form Simplicity, Skyslope, etc. if that is your personal preference.
  
• Internal Systems - Proprietary
  
• 
  

Policies and Procedures

• Communication: Our preferred method of communication is email. We are open to other forms as needed. All emails received during business hours will be responded to the same day.
  

Refund & TC Reassignment Policy

We are a family-owned and operated business. This is a small group of professionals providing this service and who most likely already put in the work for your order. This is a heavily discounted service. The $99/Side Transaction Fees are non-refundable and are to be paid for all transactions order whether the transaction closes or not. Our Full Price Plan includes an option to only pay if a transaction closes. Let us know if you are interested in our Full-Price Plan. If you are unhappy with the service you received, please discuss it with our management at terry.barnett@ameriteamrealty.com.

If you are unhappy with the service you are receiving from one of our TCs, please let us know and we will work together on your file or reassign a new primary TC to your account.

Also, keep in mind that using a TC is optional. You always have the option of choosing a different company as your TC and paying their prices.

FAQ (Frequently Asked Questions)

Q: WHEN should we turn things over to ATM?

A: As soon as the contract is signed by all parties, let us take over and send a copy of the docs to everyone. This allows us to introduce ourselves early in the transaction as your primary contact.

Q: What is my responsibility once ATM takes over?

A: We will take care of most of the day-to-day email communications, tasks, paperwork, etc. to keep things moving along and will cc you on all communications. In general, you will need to step in after the inspection in order to negotiate any repair requests and then show up for closing. That’s it. IF we sense an issue we will connect with you to re-engage, and, of course, you are welcome to step in when desired (it’s still YOUR customer).

Q: Are there things you don’t do?

A: What we DON’T Do - You are still your customer’s Agent. Many in our team are unlicensed assistants and Florida Law limits what an unlicensed assistant can do. Further more, we are working withing the scope of Transaction Coordinator in this instance. We do not negotiate, consult, or advise your client. We do not give our opinion on what you customer could or should do. That part is your job. YOU are still the expert. YOU are still the licensed real estate professional they are relying on - we are simply here to support you and allow you to do more, not replace you.