Welcome to My Virtual Space!
I’m so glad you’re here! Transaction Management, my mission is to streamline your workflow, enhance your client experience, and provide top-notch service through efficient systems.
I handle all the behind-the-scenes details of your transactions, so you can focus on growing your business, building relationships, and converting leads into closed deals. Best of all, you'll have more time to do what you love!
Let’s simplify your process and elevate your success—together!
I’m so glad you’re here! Transaction Management, my mission is to streamline your workflow, enhance your client experience, and provide top-notch service through efficient systems.
I handle all the behind-the-scenes details of your transactions, so you can focus on growing your business, building relationships, and converting leads into closed deals. Best of all, you'll have more time to do what you love!
Let’s simplify your process and elevate your success—together!
Handling the behind-the-scenes details of your transaction, so you can focus on what matters most.
|
|
|
Before you start scrolling—what is a transaction coordinator?
A transaction coordinator ensures that every real estate transaction moves seamlessly from contract to close for both buyers and sellers. I keep all parties informed and aligned by providing regular status updates and tracking key dates and deadlines to prevent any delays.
SERVICES
My goal is to focus on three key areas: streamlining processes, staying organized, and keeping transactions on track to meet closing dates. Managing a transaction can involve up to 75 tasks and typically requires 15–20 hours of dedicated management.
Transaction CoordinationLet me take care of the busy work so you can focus on closing deals!
I handle all the behind-the-scenes details, ensuring a smooth and stress-free transaction process or listing coordination. From contract to close, I'll keep everything organized, track deadlines, coordinate closing schedules, communicate with all parties, and ensure all documents are in order. With my support, you’ll save time, stay compliant, and provide top-notch service to your clients—without the hassle of paperwork and follow-ups |
À La Carte ServicesI offer a variety of behind-the-scenes support to help streamline your business, including:
|
Organized & Efficient: Manage your transactions seamlessly with my system, ensuring every detail is accounted for.
Experienced & Personalized: Don’t settle for just any transaction coordinator! Enjoy top-tier transaction management with exceptional customer service, strategic client touchpoints, and customized email templates tailored to your needs.
Stress Free Support: Your time is valuable—I’ve got this! I’ll handle all the tasks associated with each transaction, so you can stay focused on the bigger picture.
Experienced & Personalized: Don’t settle for just any transaction coordinator! Enjoy top-tier transaction management with exceptional customer service, strategic client touchpoints, and customized email templates tailored to your needs.
Stress Free Support: Your time is valuable—I’ve got this! I’ll handle all the tasks associated with each transaction, so you can stay focused on the bigger picture.
|
Patty LisaWith over seven years of experience in KW Technology, I’ve held roles such as Tech Coordinator, Agent Concierge, and Director of Operations. I bring a wealth of expertise to support your business.
Passionate about efficiency and systems, I focus on streamlining backend processes to empower you to deliver exceptional client service. Let’s connect to evaluate your current tools, identify growth opportunities, and create a customized plan that enhances your business. Together, we’ll optimize transaction management and strengthen your online presence. |
Stand Out with Custom, Personalized Templates
|
As part of my management process, I provide customized seller/buyer email templates tailored to each transaction. These templates cover key stages of the process and include:
Under Contract Timeline – A clear breakdown of important dates and deadlines. Transaction Summary – A concise overview of the deal’s key details. Utility Sheet – Essential utility provider information for a smooth transition. Closing Day Checklist – A step-by-step guide to ensure nothing is overlooked. These personalized templates help streamline communication, keeping all parties informed and organized throughout the transaction. |
|
A Few Kind Words From My Colleagues & Clients….
A Few Kind Words From My Colleagues & Clients….
|
Patty is awesome. Her broad knowledge and incredible enthusiasm makes working with her a dream come true. She’s made huge improvements in the foundation of my business.
Laurie J. |
Patty always does an excellent job! She is very talented and up on all of the latest technology that will enhance your business. Patty is very professional, reliable and so easy to work with. I highly recommend her!
Donna C. |
We LOVE Patty. A true professional and so knowledgeable. Appreciate your patience direction. Thank you Patty !
Chris G. |
|
Patty is a true professional. She helped me so much to bring my business to another level! Fred D.
Patty is a super tech professional, and is especially patient with novices like me. In a flash, she helps get your online world tilting in the positive direction it needs to attract attention. Thanks a gigabyte, Patty! Barb R.
|
Patty Lisa is extremely knowledgeable especially as our companies tech person to go to. I would not have survived had it not been for everything she has and continues to teach us. When ever I am stuck I know I can reach out to her for her assistance which is a lot! She also has a great personality and is so open and friendly. Love working with her!!!!!!!!!
Beverley G. |
