Our Services

Helping real estate agents and brokers close smoothly with expert transaction coordination.

When a transaction is under contract, we will:

• Coordinate opening of the file with escrow and securely manage all documents

• Send introduction email with timeline and copy of executed contract

• Ensure contracts and addenda are fully executed with all signatures and broker info

• Submit required documents to the broker for compliance

• Provide amendments and changes to lender, title, and broker

• Verify earnest money deposit and obtain receipt

• Track inspection deadlines, confirm scheduling, and ensure reports are received

• Maintain communication with title company and lender

• Provide consistent email updates to the agent

• Update deadlines when contract changes

• Collect HOA documents and deliver properly

• Order Home Warranty and HOA documents when needed

• Monitor appraisal timeline and completion with lender

• Track loan status and follow up proactively

• Provide all documents to buyer/seller as required

• Upload disclosures and documents to transaction management system

• Maintain ongoing communication with all parties

• Confirm escrow has required documentation

• Coordinate final walk-through

• Schedule signing appointments when applicable

• Conduct pre-closing file audit

• Confirm final recording and notify agent

• Upload final HUD/CD for compliance

Buyer-Side TC Services Include:

• Upload broker-required forms

• Submit contracts and amendments to lender/broker

• Arrange EMD pickup or reminders

• Upload amendments, forms, and addendums

• Follow up on repairs/receipts

• Provide utility contacts and transfer reminders

Seller-Side TC Services Include:

• Upload listing agreement and forms

• Follow up signatures and outstanding documents

• Upload amendments and addendums

• Follow up repairs and receipts

• Ensure deed is submitted and recorded

Agent Responsibilities

• Review ALTA & Closing Disclosure

• Negotiate contract changes and repairs

• Advise client regarding contingencies

Fee Schedule

• $450–$500 (depending on service)

• Dual transaction: $600