Transaction Concierge
A Premier Transaction Processing Service for You and Your Clients
Settlement Made Easy
Pinnacle Transaction Concierge service ushers your transaction to closing, seamlessly.
Transaction Concierge handles transaction details and paperwork using our secure, confidential Document Transaction Room (DTR). The Transaction Concierge communicates regularly with you, your clients, and the other parties involved. Meanwhile, our service frees you to spend time further building your business.
Pinnacle Transaction Concierge was formerly known as Transaction Assistant.
Transaction Concierge Includes
- Review all documents for completeness
- Complete the Transmittal and Details page
- Enter/manage documents in DTR
- Input deadline dates in the DTR task list and sends automated reminders 24 hours before the due date
- Send weekly task status updates to all parties
- Coordinate/schedule inspections, appraisals, settlement dates, etc.
- Follow up with title, lender, conveyancing, attorney, and co-op agent on outstanding items and keep you informed
- For buyers, coordinate with the title company to receive the ALTA statement prior to settlement and prepare instructions to the Owner Agent if there are changes to sales price, commission, etc
You and Your Client Both Benefit
Concierge helps keep transactions organized and on track and keeps all parties informed Streamlined process for you and your client Secure document vault reduces the risk of fraud No up-front costs—flat fee deducted from transaction commission
- The concierge helps keep transactions organized and on track and keeps all parties informed
- A streamlined process for you and your client
- Secure document vault reduces the risk of fraud
- No up-front costs—flat fee deducted from transaction commission