OUR SERVICES

Professional Support. Dependable  Service.

Transaction Coordination

Notary Public

Loan Signing

Transaction Coordination

Transaction Allies provides organized, administrative transaction coordination support for real estate professionals from  contract to close. We help keep files moving by tracking important dates, coordinating documents and transaction-related  appointments, following up with the appropriate parties, and maintaining clear communication throughout the transaction.  Transaction Allies provides administrative coordination only and does not provide legal advice, interpret contracts or title  matters, make decisions on behalf of an agent or client, or perform duties requiring a real estate license.

TRANSACTION ALLIES TRANSACTION COORDINATION PACKAGE:

INTAKE TASKS

  • Open and organize the transaction file

  • Review the file administratively for required documents and signatures

  • Track contractual dates, deadlines, contingencies, and scheduled milestones 

  • Coordinate document collection, delivery, and follow-up 

  • Coordinate escrow and title communication and track requested items

  • Coordinate inspections, reports, HOA documents, and other applicable transaction items

  • Track lender milestones and follow up administratively as appropriate 

  • Maintain communication with the agent and applicable transaction parties 

  • Maintain organized transaction records and documents  

  • Assist with administrative closing coordination and file closeout

Mobile Notary Services

Transaction Allies provides professional mobile notary services with convenient appointment options for individuals,  families, businesses, and real estate professionals. Services are performed in accordance with California notarial  requirements.

As a Notary Public involved in real estate transactions, our services will typically include:

  • Acknowledgements

  • Jurats and Oaths/Affirmations

  • Affidavits and other documents requiring notarization

  • Powers of Attorney 

  • Estate and Trust Documents

  • Healthcare-related documents when appropriate for notarization 

  • Business Documents

  • Real Estate Documents

  • Hospital and Senior-Facility Appointments

  • Jail/Detention-Facility Appointments

  • Certified Copies of Powers of Attorney, when requested and permitted

  • Other documents requiring lawful notarization

Certified Loan Signing

Transaction Allies provides professional loan signing services for real estate and lending transactions. As a Certified  Signing Agent, Sylvia presents documents for signing, completes required notarizations, checks the signing package for  completion, handles scanbacks when requested, and returns completed documents according to the hiring party’s  instructions. Transaction Allies does not provide legal, tax, or financial advice and does not interpret loan terms.

Our Certified Loaning Signing will typically include:

  • Purchase loan signings

  • Refinance signings 

  • Seller signings

  • HELOC and other lender-directed signings 

  • Loan modification signings, when assigned

  • Printing of signing packages as required

  • Scanbacks, when required

  • Completion review of the signed package

  • Prompt package return according to hiring-party instructions 

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