EZ Coordinator Software™
Transaction Coordination Made Easy!

 


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There are many aspects of this system that make our jobs easier. We can manage many more files because of the format of EZ Coordinator. The hard copy product it produces is very professional looking. It far surpasses anything on the market today that I've seen.

Linda Yianikkis
First American Heritage Title in Denver, CO

 

 

 

 

 

 

 

 

 

 


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EZ Coordinator™ comes programmed with 40 professionally written letters. Use these letters to begin communicating with buyers, sellers, and affiliates, or easily edit or create your own forms
and mail-merge documents.
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The powerful "Custom Forms" mail merge function in EZ Coordinator saves time merging and sending letters to multiple participants in the real estate transaction. The merge function allows users to merge data from contacts, affiliates, and real estate transactions into any of the 40 professionally written letters. Several of the letters are designed for use by coordinators, and the remaining are designed for use by agents. Users can edit and personalize the stock letter library, or create their own custom merged letters, adding to the already robust letter library. Each of the letters can be merged and saved in Adobe (.pdf) and Microsoft Word (.doc) formats. All Letters can also be printed, faxed (with fax software — not included), or merged into the message body of an outgoing e-mail using Microsoft® Outlook®.
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A Description of each of the Stock Library letters is provided below:

Letters for Transaction Coordinators
     
 

TC-BuyerDocRequest - A letter from the transaction coordinator to the buyer announcing enclosed documents that need to be signed and returned ASAP, sent on behalf of the buyer's agent.

     
 

TC-BuyerEscrowNotice-BA – A notice from the transaction coordinator to the buyer, sent on behalf of the buyer's agent to announce the opening of escrow. It includes the escrow officer and company name and escrow number.

     
 

TC-BuyerEscrowNotice-SA – A notice from the transaction coordinator to the buyer, sent on behalf of the seller's agent to announce the opening of escrow. It includes the escrow officer and company name and escrow number.

     
 

TC-BuyerThankYou-BA – A ‘thank you' letter from the transaction coordinator to the buyer upon successful closing on the property sale, sent on behalf of the buyer's agent.

     
 

TC-BuyerThankYou-SA – A ‘thank you' letter from the transaction coordinator to the buyer upon successful closing on the property sale, sent on behalf of the seller's agent.

     
 

TC-HOA-Request – An information request from the transaction coordinator to the Homeowner's Association representative asking for specific items needed on behalf of the buyer, sent on behalf of the buyer's agent.

     
 

TC-HOA-Request-Fax – A ‘fax' information request from the transaction coordinator to the Homeowner's Association representative asking for specific items needed on behalf of the buyer, sent on behalf of the buyer's agent.

     
 

TC-IntroToBuyer-BA – An introduction letter from the transaction coordinator to the buyer, sent on behalf of the buyer's agent.

     
 

TC-IntroToBuyer-SA – An introduction letter from the transaction coordinator to the buyer, sent on behalf of the seller's agent.

     
 

TC-IntroToSeller-BA – An introduction letter from the transaction coordinator to the seller, sent on behalf of the buyer's agent.

     
 

TC-IntroToSeller-SA – An introduction letter from the transaction coordinator to the seller, sent on behalf of the seller's agent.

     
 

TC-Lender-Request – An information request from the transaction coordinator to the lender asking for specific items needed on behalf of the buyer, sent on behalf of the buyer's agent.

     
 

TC-LenderRequest-Fax – A ‘fax' information request from the transaction coordinator to the lender asking for specific information needed on behalf of the buyer, sent on behalf of the buyer's agent.

     
 

TC-ReferralAgentThanks-BA – A ‘thank you' letter from the transaction coordinator to the referring agent upon receiving a referral for a buyer, sent on behalf of the buyer's agent.

     
 

TC-SellerDocRequest - A letter from the transaction coordinator to the seller announcing enclosed documents that need to be signed and returned ASAP, sent on behalf of the seller's agent.

     
 

TC-SellerEscrowNotice-BA – A notice from the transaction coordinator to the seller, sent on behalf of the buyer's agent to announce the opening of escrow. It includes the escrow officer and company name and escrow number.

     
 

TC-SellerEscrowNotice-SA – A notice from the transaction coordinator to the seller, sent on behalf of the seller's agent to announce the opening of escrow. It includes the escrow officer and company name and escrow number.

     
 

TC-SellerListingIntro - An introduction letter from the transaction coordinator to the seller regarding a new listing, sent on behalf of the seller's (listing) agent.

     
 

TC-SellerListingThanks-SA – A ‘thank you' letter from the transaction coordinator to the seller upon successful closing on the property listing, sent on behalf of the seller's (listing) agent.

     
 

TC-SellerThankYou-BA – A ‘thank you' letter from the transaction coordinator to the seller upon successful closing on the property sale, sent on behalf of the buyer's agent.

     
 

TC-SellerThankYou-SA – A ‘thank you' letter from the transaction coordinator to the seller upon successful closing on the property sale, sent on behalf of the seller's agent.

   
Letters for Brokers & Agents
   
 

BA-BuyerDocsRequest - A letter from the buyer's agent to the buyer announcing enclosed documents that need to be signed and returned ASAP.

     
 

BA-BuyerEscrowNotice – A notice from the buyer's agent to the buyer to announce the opening of escrow. It includes the escrow officer and company name and escrow number.

     
 

BA-BuyerIntro - An introduction letter from the buyer's agent to the buyer.

     
 

BA-BuyerThankYou – A ‘thank you' letter from the buyer's agent to the buyer upon successful closing on the property sale.

     
 

BA-HOA-Request – An ‘information request' from the buyer's agent to the Homeowner's Association representative asking for specific items needed on behalf of the buyer.

     
 

BA-HOA-Request-Fax – A ‘fax' information request from the buyer's agent to the Homeowner's Association representative asking for specific items needed on behalf of the buyer.

     
 

BA-Lender-Request – An ‘information request' from the buyer's agent to the lender asking for specific items needed on behalf of the buyer.

     
 

BA-LenderRequest-Fax – A ‘fax' information request from the buyer's agent to the lender asking for specific information needed on behalf of the buyer.

     
 

BA-ReferralAgentThanks – A ‘thank you' letter from the buyer's agent to the referring agent upon receiving a referral for a buyer.

     
 

BA-SellerEscrowNotice – A notice from the buyer's agent to the seller to announce the opening of escrow. It includes the escrow officer and company name and escrow number.

     
 

BA-SellerThankYou – A ‘thank you' letter from the buyer's agent to the seller upon successful closing on the property sale.

     
 

SA-BuyerEscrowNotice – A notice from the seller's agent to the buyer to announce the opening of escrow. It includes the escrow officer and company name and escrow number.

     
 

SA-BuyerThankYou – A ‘thank you' letter from the seller's agent to the buyer upon successful closing on the property sale.

     
 

SA-IntroToSeller – An introduction letter from the seller's agent to the seller.

     
 

SA-ReferralAgentThanks – A ‘thank you' letter from the seller's agent to the referring agent upon receiving a referral for a seller.

     
 

SA-SellerDocRequest – A letter from the seller's agent to the seller announcing enclosed documents that need to be signed and returned ASAP.

     
 

SA-SellerEscrowNotice – A notice from the seller's agent to the seller to announce the opening of escrow. It includes the escrow officer and company name and escrow number.

     
 

SA-SellerListingIntro – An introduction letter from the listing agent to the seller.

     
 

SA-SellerThankYou – A ‘thank you' letter from the seller's agent to the seller upon successful closing on the property sale.


BrokerStore™ BrokerStore Mortgage & Real Estate Technology Solutions  Riverside, California  software for real estate transaction coordinators  Phone (951) 351-9500  real estate agent software  Fax (951) 351-9600

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