Virtual Real Estate Transaction Assistance
We Know How Important...
Mondays
4:30 pm
... it is to have people on your team who you can trust, especially when it comes to helping your valued clients.
With a background assisting top-producing teams in central Iowa, you can count on us to provide the experience, organizational skills and expertise with each transaction.
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We have developed proven systems that ensure nothing falls through the cracks. We know how stressful the home buying and selling process can be which is why we will always provide your clients with a warm, friendly experience, giving them (and you) added peace-of-mind.
Our goal is to provide you and your clients with exceptional service every step of the way so that you can feel confident knowing that, as part of your team, we are taking care of the details with the utmost attention and care.
Testimonials
Gabby Fisher,
Keller Williams
Since hiring Evergreen Transaction Assistance I have had the most peace of mind ever in my real estate business. With the amount of business my team does, we could not function at the high level we do if it wasn't for Evergreen. Our team has a high standard for customer experience, and Evergreen is in alignment with those expectations, as well as my availability and time to work with clients is higher because I know EVERYTHING behind the scenes is handled by Evergreen.
Allison Crow,
Realty One
Working with Jill is a breeze and I know I can always count on the team to make sure everything is running smoothly and on time. Those little details are taken care of and I know I can get in touch with Jill if there is ever a problem that arises. The team handles everything from start to finish and once done, I know there will be a complete file saved. Working with a Google platform is also helpful so we can share information and have joint access to it in real time. I highly recommend the services and skill set that Jill and her team bring to the table!
Ashlee & Kyle Knickerbocker-Freeman,
Goldfinch
Realty Group
Jill has made our life much easier! Her attention to detail is impeccable and makes each transaction go as smoothly as possible. She stays on top of each item in the transaction and keeps us aware of anything that could slip through the cracks. Our business wouldn't be the same without her!
Rochelle Burnett,
Keller Willams
Everyone needs a Jill in their life. With a proven track record and checklist, you know the transaction is being handled in the background without the need for intervening or handholding. With Jill’s ability to assist in buyer and seller transactions, we have more time to sell more homes. When paying per transaction, the commitment is an easy one on my company’s bottom line.
Rob Falcon,
Keller Willams
Jillian is amazing! Realtors lives are filled with ever changing deadlines and paperwork. Her support mitigating the chaos of multiple deals with exemplary attention to detail and organizational skills, meant I could focus on the buying and selling! Most of all, Jillian’s team was able to ensure I was providing a top notch customer experience for our valued clients!
Shannon Thome,
Fidelity Bank
As a lender, I’m always so happy when Jill is involved! She is efficient, prompt, thorough and so friendly to work with. There are many balls that are tossed around throughout a Real Estate Transaction, having the right people in place is critical to ensure the client is left with a positive experience. Jill understands how to juggle all those balls and ensures the customer has a Top Notch experience. I highly recommend her services and can’t wait until our next transaction!
A Glimpse at How We Assist You
From contract to close!
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Create shared folder + real-time checklist
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Gather fully executed docs + submit to market center/Command (if KW)
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Submit commission to market center/Command (if KW)
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Send TrustFunds/earnest money link to buyer
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Email buyer intro + earnest money + list of inspectors + deadlines
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Email lender signed purchase agreement + proof of earnest money payment
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Email listing agent intro + ask if they are ordering home warranty
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Order home warranty (as needed)
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Email termite report to buyer
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Email buyer utilities info + coordinate final walk-through
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Order closing gift
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Check on items listed on Inspection Addendum to make sure they've been completed/receipts obtained
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Calendar scheduling + coordination of deadlines, inspections, final w/t, closings, anniversaries, etc.
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Update database w/ client info/new address
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Email buyer your survey/review request after closing
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Email tax letter/CD to buyer at start of the year
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And more... (see our services page)
From listing to contract!
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Create shared folder + real-time checklist
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Prep listing paperwork from Assessor (as requested)
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Input listing into MLS
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Email seller intro + MLS link once live
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Upload listing photos to MLS
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Upload Sellers Disclosure + LBPD + any other documents as needed to MLS
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Add open house to MLS (when applicable)
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Set-up ShowingTime notifications
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Link lockbox to listing
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Submit listing docs to market center/Command (if KW)
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Order home warranty (as needed)
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Send seller home warranty confirmation
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Once listing is sold, email "here's what's next..." to sellers
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Gather + send signed purchase docs to TC/settlement company
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Calendar scheduling + coordination of deadlines, closing dates, etc.
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Update database w/ client info/new address
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Email seller your survey/review request after closing
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Email tax letter/CD to seller at start of the year
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And more... (see our services page)
Seller Transactions
Buyer Transactions
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Let us help alleviate your workload allowing you to focus on what you do best.
Breathe easy knowing we are taking care of many of the time-sensitive, time-consuming details.
Only pay for our services when you have a signed contract.
Simple and affordable - grow your business, not your overhead and payroll.
Give your clients added peace of mind knowing they're in good hands.
Rest assured knowing you have our assistance.
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What sets you apart from other Transaction Coordinators?For buyer transactions, we follow the sale all the way from contract to close. In addition, we provide database management and calendar management including the coordination of important dates such as, deadlines, inspections, final w/t's, closings, anniversaries, etc. For seller transactions, we provide front-end support which includes inputing listings into the MLS, submitting listing paperwork, uploading photos and supplements to MLS, linking lockbox in Supra, setting up ShowingTime, etc. Once a listing has sold we gather the signed paperwork and send it over to your settlement company.
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How do we get started?It's simple! Click here to be taken directly to our secure onboarding form!
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Do we need to give you our login info?We will need your login info for your preferred electronic signature platform (Dotloop or DocuSign) as well as, Command (if KW), MLS, Supra + your preferred home warranty company. We will obtain each of these logins via our secure, encrypted onboarding form which we will send to you.
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How do we send you a transaction?It's easy! Simply go to the agent portal on our website and from there you can fill out the coversheets for each type of transaction. We'll take it from there!
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What are your business hours?We operate during normal business hours Monday through Friday, CST, excluding federal holidays and weekends. We may be available outside of these hours in case of an emergency.
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What's the best way to reach you?We prefer to be reached via email or text and we will get back to you promptly during our normal business hours.
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When will we be charged for your services?You will be charged 1/2 of our fee upfront (once a signed contract is received) and the remaining 1/2 after the transaction closes. We will send you an electronic invoice bi-weekly which includes a link to easily and securely pay via PayPal.
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How do we pay you?We will send you an electronic invoice bi-weekly which includes a link to easily and securely pay via PayPal.
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What is your timeframe for processing a buyer transaction?Buyer transactions are typically processed within a few hours, however during busy times please allow 24 business hours of us receiving a signed Purchase Agreement. As always, we do our best to get to them as soon as possible, especially the time sensitive items (TrustFunds link, PA to lender, etc.)!
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What is your timeframe for inputting a new listing?For listings that need to go live, we please ask for plenty of heads-up. Since listings are time-sensitive, they require a bit more planning ahead on our end.
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How do we get listing photos over to you?The simplest way is to forward us the gallery link that you receive from your photographer. Or you may give your photographer our email address to include once photos are ready. Easy peasy!
Frequently Asked Questions
A Little About Us...
Kevin + Jillian Hall, Founders
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Winter, Chief Executive Puppy
We started Evergreen TA in 2019 in order to provide a simple solution for realtors who are needing additional assistance but aren't looking to hire an hourly employee.
Given the up & down nature of the real estate market, we saw a need for providing services on a per-transaction basis.
We're grateful for the opportunity to help our clients find more time for the things they value while also scaling their business.
Our goal is to help alleviate the tedious, detail-work for the agents we work with.
We love what we do!
Contact Us
We look forward to hearing from you!
