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Transaction Management

Transaction Coordinator to streamline your processes.

List to Close

  • Your one-stop solution for seamless real estate transactions.
     
  • Expert assistance with listing document preparation.
     
  • Send a warm welcome email to sellers, including a “Getting Your Home Ready to Sell” guide.
     
  • Schedule professional photography with your preferred vendor to showcase the property.
     
  • Connect buyers or sellers with trusted vendors for repairs or maintenance, if needed.
     
  • Handle MLS input and ensure listing compliance.
     
  • Manage everything from listing to contract execution for a smooth Contract to Close process.

Transaction Coordinator to help with documents.

Contract to Close

  • Designed to ensure a smooth and worry-free real estate transaction.
     
  • Send a friendly welcome email to all parties, including a copy of the bound contract.
     
  • Review and prepare all documents, maintaining compliance throughout the process.
     
  • Keep buyers and sellers informed of critical dates and deadlines.
     
  • Connect clients with trusted vendors for inspections or repairs, if needed.
     
  • Track the receipt of earnest money deposits and the lender’s appraisal order.
     
  • Gather and confirm utility information.
     
  • Coordinate the closing date, time, and location.
     
  • Handle details such as sending receipts to Title/Closing Attorney and reviewing the ALTA/HUD/Settlement Statement before approval.
     
  • Provide expert guidance and compliance from Contract to Close for a seamless transaction.

Transaction Coordinator to help with Compliance.

Compliance Only

  • Dedicated focus on file and document review for meticulous attention to detail.
     
  • Ensure all compliance requirements are met or exceeded.
     
  • Verify that all necessary documents are complete and in order.
     
  • Manage the compliance process promptly and accurately, submitting everything to the brokerage.
     
  • Provide peace of mind knowing transactions are handled with the highest standards.

Brokerage Compliance

Scope of Services

  •  Full review of all contract files for accuracy and completeness.
     
  • Verification that all required brokerage documents are included.
     
  • Confirmation that all signatures, initials, and dates are correct.
     
  • Tracking of contract deadlines and required disclosures throughout the transaction.
     
  • Communication with agents regarding any missing or incorrect documents.
     
  • Final compliance approval on each file.


Optional Add-Ons


  • Weekly compliance reports to keep the brokerage informed.
     
  • Backlog or older file cleanup as needed.
     
  • Customized brokerage compliance checklists tailored to the brokerage’s needs.

Schedule Free Consultation

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