Shift Transaction Management
Real Estate - San Diego, California, United States
Shift Transaction Management Employees
Shift Transaction Management Details
A dedicated team with direct experience in facilitating comprehensive, detailed and compliant end to end transaction management for both transfer of residential and commercial real estate transactions, and private money lender closings. Twenty years of experience in the financial services and real estate industry create a solid foundation in our strengths of compliance, contract management and operational support to real estate sales professionals. Our team adroitly drafts disclosures, manages timelines and acts as a liasion amongst all third parties to ensure escrow closes smoothly, timely and within compliance. We review complex contractural documents and consistently make educated decisions based on content therein, supporting the dynamic process to close in an efficient manner. Extensive knowledge of regualtory forms and ongoing form updates (state and regional) and across numerous broker file management platforms. Adept in Skyslope, Planet RE, BrokerMint, Docusign, Zipforms, Google Suite and MLS. A member of California Association of Realtors, San Diego Association of Realtors, & National Association of Realtors. We also assist private money lending clients as we utilize finance & retail banking operations background as a welcome strength to manage all aspects of transaction once escrow has been opened or LOI executed. Facilitate/draft needed disclosures and signatures across all parties. Review loan documents for accuracy with counsel/broker and serve as "project manager" for needed items or resolution with escrow, title insurance exceptions, borrower, lender, lender entities and lender counsel. Adept at self directed IRA, multi beneficiary and/or fund control. Coordinates insurance and loan servicing set up as requested. Primary experience in business purpose loans, collateralized by real estate, residential or commercial.
