Free TC Checklist for Real Estate Agents | The Leverage Assist Co.
The
Leverage Assist Co.

Stop Letting Transactions
Run Your Life.

Grab the free checklist that shows you every task a Transaction Coordinator Virtual Assistant handles — so you can get back to what actually grows your business.

✓ Day 1 Setup ✓ Inspections ✓ Lender Coordination ✓ Title & Escrow ✓ Pre-Closing ✓ Closing Day

You got into real estate to help people — not to chase paperwork.

  • Following up on inspection repairs, loan commitments, and missing signatures
  • Manually tracking 10+ deadlines per transaction — across multiple files at once
  • Spending hours on admin work that has nothing to do with generating income
  • Coming up for air only to find another lead has gone cold

There's a better way. A TC Virtual Assistant handles it all.

What's Inside the Free Checklist

28 tasks your TC VA handles across 6 phases of every transaction

Phase 1
Under Contract Setup
  • Open transaction file
  • Send intro emails
  • Build date timeline
  • Confirm EMD receipt
Phase 2
Inspection & Due Diligence
  • Schedule inspections
  • Track deadlines
  • Upload reports
  • Prepare amendments
Phase 3
Loan & Lender
  • Confirm application
  • Track appraisal
  • Chase loan commitment
  • Monitor contingencies
Phase 4
Title & Compliance
  • Confirm title opened
  • Review title report
  • Collect disclosures
  • Broker compliance
Phase 5
Pre-Closing
  • Confirm closing date
  • Order home warranty
  • Schedule walk-through
  • Review closing disclosure
Phase 6
Closing & Post-Close
  • Confirm recording
  • Upload closing docs
  • Request client review
  • Archive file

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Is This for You?

🏡

Active AgentsJuggling multiple transactions without any admin support

🏢

Brokers & Team LeadersLooking to systemize the transaction process across your team

📈

Scaling AgentsReady to grow but not ready to hire a full-time employee

⏰

Time-Starved ProducersTired of transactions stealing time from dollar-productive activities

Ready to Hand It All Off Right Now?

Skip the checklist and go straight to the conversation. Let's build a game plan for your business.

Book Your Free Game Plan Call →
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