Transaction Coordinator Services in Texas

Transaction Support for Realtors and Investors Handling Subject-To, Owner-Finance & Creative-Finance Transactions

Don't want to handle the paperwork on your creative finance transaction in Texas?

Do you need assistance ensuring that all documents are completed accurately and in a timely manner?

Focus on the Deal. We'll Help Coordinate the Transaction.

Creative-finance transactions often involve more moving parts than a conventional purchase. We provide transaction coordination support to help organize documents, information, communications and closing requirements so Realtors and investors can focus on the transaction itself rather than chasing paperwork.

Located in San Antonio, Mr. Aaron Sams provides transaction coordinator services in support of subject to, owner finance, and creative finance transactions throughout the state of Texas.   Call us at 210-788-1034 or email us at aaron@samsonestop.com to get a free consultation regarding your creative finance transaction!

Who We Help

-----Real Estate Investors

For investors completing:

  • Subject-to acquisitions
  • Owner-financed purchases
  • Creative-finance transactions
  • Wraparound transactions, where applicable

-----Realtors

For agents who need administrative and transaction coordination support on specialized transactions.

-----Property Sellers

Where applicable, sellers participating in owner-finance or other creative-finance transactions may benefit from organized transaction coordination.

-----Transaction Professionals

We can coordinate with:

  • Title companies
  • Escrow officers
  • Closing attorneys
  • Realtors
  • Lenders
  • Insurance professionals
  • Loan servicers
  • Other transaction participants

What Does A Transaction Coordinator Do?

Document Coordination

  • Coordinate preparation, completion and execution of transaction documents
  • Coordinate applicable addenda and amendments
  • Gather supporting documentation
  • Track outstanding documents

 

Title & Closing Coordination

  • Coordinate file opening with the title/escrow/closing agent
  • Communicate with the closing team
  • Help track closing requirements
  • Coordinate with other transaction professionals

 

Transaction Administration

  • Monitor earnest-money and option-fund documentation
  • Maintain transaction information
  • Help keep parties informed of outstanding requirements
  • Coordinate communications

 

Document Review

  • Review transaction and closing documents for apparent errors or inconsistencies
  • Identify items that may need clarification or correction
  • Coordinate questions with the appropriate parties

What Transaction Coordination Does Not Replace

Transaction coordination is administrative and coordination support. It does not replace the services or advice of a licensed real estate attorney, title company, lender, CPA, insurance professional or other appropriately licensed professional.

  • We do not provide legal advice.
  • We do not provide tax advice.
  • We do not determine title.
  • We do not replace the closing agent.
  • We do not guarantee financing.
  • We do not guarantee that a transaction will close.
  • We do not make legal determinations regarding the transaction structure.

Offered Pricing

1. TC Services For Subject To Transactions

$400 Total Cost Per Transaction

2. TC Services For Seller Finance  & Wrap Around Owner Finance Transactions

$800 Total Cost Per Transaction

-----$400 initial deposit due upon the execution of this agreement (please note that this initial deposit amount will not be refunded if the transaction does not close

-----$400 remaining fee due at closing

Owner-finance transactions are priced differently because they involve additional documentation, disclosures, coordination and transaction requirements compared with certain other transactions. Our fee reflects the additional administrative and coordination work involved.


Review Our Transaction Coordination Agreements

Our written agreements clearly outline the scope of services, responsibilities and compensation before work begins.

View Transaction Coordination Agreement For Subject To Transactions 

Subject To Transaction Coordination Agreement - Aaron Sams

View Transaction Coordination Agreement For Seller Finance & Wrap Around Owner Finance Transactions 

Owner Finance Transaction Coordination Agreement - Aaron Sams


How Our Transaction Coordination Process Works

1. Start With the Transaction

Provide the property address, parties, expected closing date and transaction details.

2. Execute the Coordination Agreement

Review the scope of services, fee and responsibilities.

3. We Open & Organize the File

We gather required information and coordinate with the appropriate title/escrow/closing professionals.

4. We Track the Transaction

We help coordinate documents, communications, outstanding requirements and closing-related items.

5. Closing

We coordinate with the appropriate parties through the closing process and help ensure outstanding administrative items are addressed.

Get Started Here - Request Transaction Coordination

Fill out our questionnaire below to get started:

 

What We Need From You

To begin coordinating a transaction, we'll generally need information such as:

  • Property address
  • Buyer/investor information
  • Seller information
  • Realtor information, if applicable
  • Closing Agent/Real Estate Attorney/Title Company Information (we can provide recommendations if needed)
  • Expected closing date
  • Existing financing information, where applicable
  • Owner-financing terms, where applicable

Related Transaction Support Services - One Stop Shop

We offer more than just handling the paperwork as a transaction coordinator for your subject to, seller finance, or wrap around owner finance transaction.  Below is an overview of our related transactional support services:

Subject-To Insurance

Help address the insurance component of a subject-to acquisition.

Seller Finance/Wrap Around Owner Finance Insurance

Insurance support for owner-financed transactions.

Loan Servicing

Payment collection and servicing support for subject to and seller-financed transactions.

Real Estate Investing

Property acquisition and investment support.

Property Management

Ongoing management after acquisition.


Frequently Asked Questions - Transaction Coordinator 

What is a transaction coordinator?

A transaction coordinator provides administrative and coordination support to help keep a real estate transaction organized from contract through closing.

Do you work with Realtors?

Yes. The service is designed to support Realtors, investors and other transaction participants involved in qualifying transactions.

Do you work with investors?

Yes. The current service specifically supports subject-to, seller-finance, and wrap around owner-finance transactions.

Do you coordinate subject-to transactions?

Yes, subject-to transaction coordination is one of the services currently offered.

Do you coordinate seller finance and wrap around owner finance transactions?

Yes.

Do you provide legal advice?

No. Legal, tax, title, lending and other specialized questions should be directed to the appropriate licensed professional.

What if the transaction doesn't close?

Our transaction coordination fee for subject to transaction is due upon execution of our agreement, and a refund is not provided if the transaction does not close.  For seller finance transactions and wrap around owner finance transaction, our initial payment of $400 is non-refundable.

Do you guarantee that the transaction will close?

No.

Do you replace the title company?

No. You will need a real estate attorney or title company to prepare the final closing documents to close your creative finance transaction.

Important Forms and Notices

Link To Information About Brokerage Services (IABS):  IABS Form - Aaron Sams

Link To Consumer Protection Notice (CPN):  CN 1-5_0

Let Us Take The Paperwork Off Your Hands!

Contact us via phone at (210) 788-1034, or via email at aaron@samsonestop.com for a free initial consultation.  We'd love to speak with you to answer any questions you may have, and to discuss how we can help you on your real estate journey!

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